|
151
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$529K
|
-$34.7K
|
-29
|
-6%
|
|
|
152
|
IEQ Capital
Foster City,
California
|
$524K
|
+$156K
|
+130
|
+43%
|
|
|
153
|
Ameriprise
Minneapolis,
Minnesota
|
$510K
|
+$20.4K
|
+17
|
+4%
|
|
|
154
|
Keynote Financial Services
Vernon,
Connecticut
|
$505K
|
+$27.8M
|
+23,250
|
New
|
|
|
155
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$501K
|
–
|
–
|
–
|
|
|
156
|
United Capital Financial Advisors
Irving,
Texas
|
$488K
|
-$59.9K
|
-50
|
-11%
|
|
|
157
|
Principle Wealth Partners
Madison,
Connecticut
|
$456K
|
+$148K
|
+124
|
+50%
|
|
|
158
|
Comerica Bank
Dallas,
Texas
|
$454K
|
-$182K
|
-152
|
-29%
|
|
|
159
|
Creative Planning
Overland Park,
Kansas
|
$434K
|
-$43.1K
|
-36
|
-9%
|
|
|
160
|
Cetera Advisors
Denver,
Colorado
|
$432K
|
+$49.1K
|
+41
|
+13%
|
|
|
161
|
William Blair & Company
Chicago,
Illinois
|
$417K
|
–
|
–
|
–
|
|
|
162
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$406K
|
-$23.9K
|
-20
|
-6%
|
|
|
163
|
|
$400K
|
-$29.9K
|
-25
|
-7%
|
|
|
164
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$390K
|
-$309K
|
-258
|
-45%
|
|
|
165
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$382K
|
-$3.59K
|
-3
|
-0.9%
|
|
|
166
|
Quest Investment Management
Lake Oswego,
Oregon
|
$378K
|
–
|
–
|
–
|
|
|
167
|
Smith, Moore & Co
Clayton,
Missouri
|
$378K
|
–
|
–
|
–
|
|
|
168
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$377K
|
-$43.1K
|
-36
|
-10%
|
|
|
169
|
|
$364K
|
+$37.1K
|
+31
|
+12%
|
|
|
170
|
Westshore Wealth
Newport Beach,
California
|
$355K
|
–
|
–
|
–
|
|
|
171
|
AlphaCore Capital
La Jolla,
California
|
$349K
|
-$49.1K
|
-41
|
-13%
|
|
|
172
|
Brown Advisory
Baltimore,
Maryland
|
$348K
|
+$341K
|
+285
|
New
|
|
|
173
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$342K
|
+$3.59K
|
+3
|
+1%
|
|
|
174
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$341K
|
-$761K
|
-636
|
-69%
|
|
|
175
|
Whittier Trust
South Pasadena,
California
|
$337K
|
–
|
–
|
–
|
|
