|
301
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$363K
|
-$428K
|
-5,679
|
-49%
|
|
|
302
|
Lazard Asset Management
New York
|
$360K
|
+$420K
|
+5,571
|
+3,165%
|
|
|
303
|
Advisornet Financial
Minnetonka,
Minnesota
|
$357K
|
-$127K
|
-1,689
|
-23%
|
|
|
304
|
Valeo Financial Advisors
Carmel,
Indiana
|
$354K
|
–
|
–
|
–
|
|
|
305
|
Bison Wealth
Atlanta,
Georgia
|
$353K
|
+$424K
|
+5,625
|
New
|
|
|
306
|
CKW Financial Group
Honolulu,
Hawaii
|
$348K
|
+$436K
|
+5,790
|
New
|
|
|
307
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$344K
|
+$3.92K
|
+52
|
+1%
|
|
|
308
|
Cresset Asset Management
Chicago,
Illinois
|
$342K
|
+$410K
|
+5,442
|
New
|
|
|
309
|
Avantax Planning Partners
Dubuque,
Iowa
|
$339K
|
–
|
–
|
–
|
|
|
310
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$333K
|
+$362K
|
+4,808
|
+981%
|
|
|
311
|
Belpointe Asset Management
Reno,
Nevada
|
$330K
|
+$46.2K
|
+613
|
+13%
|
|
|
312
|
AE Wealth Management
Topeka,
Kansas
|
$327K
|
-$122K
|
-1,623
|
-24%
|
|
|
313
|
Kore Private Wealth
New York
|
$327K
|
–
|
–
|
–
|
|
|
314
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$327K
|
+$40.3K
|
+535
|
+11%
|
|
|
315
|
WMS Partners
Towson,
Maryland
|
$323K
|
-$68.7K
|
-911
|
-15%
|
|
|
316
|
Sterneck Capital Management
Kansas City,
Missouri
|
$323K
|
+$1.43K
|
+19
|
+0.4%
|
|
|
317
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$319K
|
+$383K
|
+5,085
|
New
|
|
|
318
|
Smith, Moore & Co
Clayton,
Missouri
|
$317K
|
-$709K
|
-9,404
|
-65%
|
|
|
319
|
Donor Advised Charitable Giving
San Francisco,
California
|
$317K
|
+$380K
|
+5,043
|
New
|
|
|
320
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$312K
|
+$153K
|
+2,025
|
+69%
|
|
|
321
|
Bank of New York Mellon
New York
|
$309K
|
+$73.3K
|
+973
|
+25%
|
|
|
322
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$309K
|
+$372K
|
+4,935
|
New
|
|
|
323
|
Partnervest Advisory Services
Santa Barbara,
California
|
$308K
|
-$188K
|
-2,500
|
-34%
|
|
|
324
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$307K
|
+$528
|
+7
|
+0.1%
|
|
|
325
|
Redmond Asset Management
Henrico,
Virginia
|
$305K
|
+$4.75K
|
+63
|
+1%
|
|
