|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$436K
|
–
|
–
|
–
|
|
|
102
|
Northeast Financial Consultants
Westport,
Connecticut
|
$431K
|
-$117K
|
-2,058
|
-23%
|
|
|
103
|
Matthew Hamilton Rosenberg
|
$395K
|
+$14.2K
|
+250
|
+4%
|
|
|
104
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$394K
|
+$58.5K
|
+1,032
|
+19%
|
|
|
105
|
Empirical Wealth Management
Seattle,
Washington
|
$377K
|
–
|
–
|
–
|
|
|
106
|
Financial Insights
Tacoma,
Washington
|
$371K
|
+$6.01K
|
+106
|
+2%
|
|
|
107
|
Berkeley Capital Partners
Milton,
Georgia
|
$343K
|
-$59.9K
|
-1,056
|
-16%
|
|
|
108
|
Collective Family Office
York,
Pennsylvania
|
$313K
|
+$292K
|
+5,155
|
New
|
|
|
109
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$302K
|
+$62.4K
|
+1,101
|
+29%
|
|
|
110
|
ProVise Management Group
Clearwater,
Florida
|
$292K
|
–
|
–
|
–
|
|
|
111
|
BOK Financial
Tulsa,
Oklahoma
|
$292K
|
+$273K
|
+4,811
|
New
|
|
|
112
|
EPG Wealth Management
Atlanta,
Georgia
|
$289K
|
+$453
|
+8
|
+0.2%
|
|
|
113
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$287K
|
+$268K
|
+4,722
|
New
|
|
|
114
|
Coastline Trust
Providence,
Rhode Island
|
$283K
|
–
|
–
|
–
|
|
|
115
|
AE Wealth Management
Topeka,
Kansas
|
$280K
|
+$261K
|
+4,610
|
New
|
|
|
116
|
Towerpoint Wealth
Sacramento,
California
|
$276K
|
-$34.7K
|
-612
|
-12%
|
|
|
117
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$268K
|
+$250K
|
+4,413
|
New
|
|
|
118
|
Belpointe Asset Management
Reno,
Nevada
|
$265K
|
-$60.9K
|
-1,075
|
-20%
|
|
|
119
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$253K
|
+$236K
|
+4,157
|
New
|
|
|
120
|
Valmark Advisers
Akron,
Ohio
|
$249K
|
+$233K
|
+4,103
|
New
|
|
|
121
|
Cetera Advisors
Denver,
Colorado
|
$243K
|
+$227K
|
+4,000
|
New
|
|
|
122
|
Samalin Investment Counsel
Chappaqua,
New York
|
$241K
|
+$225K
|
+3,971
|
New
|
|
|
123
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$228K
|
+$213K
|
+3,750
|
New
|
|
|
124
|
180 Wealth Advisors
Federal Way,
Washington
|
$225K
|
+$199K
|
+3,516
|
New
|
|
|
125
|
Moseley Investment Management
Bradenton,
Florida
|
$225K
|
+$210K
|
+3,702
|
New
|
|
