|
151
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.04M
|
–
|
–
|
–
|
|
|
152
|
GFS Advisors
Houston,
Texas
|
$1.04M
|
-$24K
|
-354
|
-2%
|
|
|
153
|
Bank of New York Mellon
New York
|
$1.03M
|
-$40.6K
|
-598
|
-4%
|
|
|
154
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.02M
|
-$128K
|
-1,880
|
-12%
|
|
|
155
|
MML Investors Services
Springfield,
Massachusetts
|
$1.01M
|
+$423K
|
+6,229
|
+80%
|
|
|
156
|
Simplicity Wealth
Summit,
New Jersey
|
$979K
|
+$923K
|
+13,595
|
New
|
|
|
157
|
MGO One Seven
Beachwood,
Ohio
|
$976K
|
+$52.5K
|
+773
|
+6%
|
|
|
158
|
Prudential plc
London, England,
United Kingdom
|
$966K
|
+$157K
|
+2,310
|
+21%
|
|
|
159
|
Holderness Investments Company
Greensboro,
North Carolina
|
$958K
|
+$904K
|
+13,305
|
New
|
|
|
160
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$882K
|
+$832K
|
+12,244
|
New
|
|
|
161
|
Wealthspire Advisors (New York)
New York
|
$864K
|
-$37.6K
|
-553
|
-4%
|
|
|
162
|
Renaissance Technologies
New York
|
$850K
|
+$801K
|
+11,800
|
New
|
|
|
163
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$801K
|
-$9.85K
|
-145
|
-1%
|
|
|
164
|
Executive Wealth Group
Kirkland,
Washington
|
$789K
|
+$13.5K
|
+199
|
+2%
|
|
|
165
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$784K
|
+$265K
|
+3,904
|
+56%
|
|
|
166
|
Kestra Advisory Services
Austin,
Texas
|
$784K
|
+$16.1K
|
+237
|
+2%
|
|
|
167
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$776K
|
+$731K
|
+10,756
|
New
|
|
|
168
|
Institute for Wealth Management
Denver,
Colorado
|
$771K
|
+$16.3K
|
+240
|
+2%
|
|
|
169
|
Money Design
Tokyo,
Japan
|
$762K
|
-$68
|
-1
|
-0%
|
|
|
170
|
Grandfield & Dodd
New York
|
$761K
|
+$27.2K
|
+400
|
+4%
|
|
|
171
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$748K
|
–
|
–
|
–
|
|
|
172
|
Belpointe Asset Management
Reno,
Nevada
|
$748K
|
+$498K
|
+7,332
|
+241%
|
|
|
173
|
Concurrent Investment Advisors
Tampa,
Florida
|
$729K
|
+$687K
|
+10,118
|
New
|
|
|
174
|
RiverGlades Family Offices
Naples,
Florida
|
$718K
|
-$67.2K
|
-990
|
-9%
|
|
|
175
|
IHT Wealth Management
Chicago,
Illinois
|
$677K
|
+$815
|
+12
|
+0.1%
|
|
