|
126
|
TrinityPoint Wealth
Milford,
Connecticut
|
$371K
|
-$6.88K
|
-35
|
-2%
|
|
|
127
|
Biltmore Family Office
Charlotte,
North Carolina
|
$371K
|
–
|
–
|
–
|
|
|
128
|
Bay Colony Advisors
Concord,
Massachusetts
|
$359K
|
+$5.5K
|
+28
|
+2%
|
|
|
129
|
Level Four Advisory Services
Dallas,
Texas
|
$358K
|
+$2.16K
|
+11
|
+0.7%
|
|
|
130
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$356K
|
–
|
–
|
–
|
|
|
131
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$351K
|
+$307K
|
+1,562
|
New
|
|
|
132
|
Merriman Wealth Management
Seattle,
Washington
|
$348K
|
+$197
|
+1
|
+0.1%
|
|
|
133
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$338K
|
–
|
–
|
–
|
|
|
134
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$334K
|
–
|
–
|
–
|
|
|
135
|
US Bancorp
Minneapolis,
Minnesota
|
$328K
|
-$13.2K
|
-67
|
-4%
|
|
|
136
|
Fifth Third Securities
Cincinnati,
Ohio
|
$324K
|
-$335K
|
-1,703
|
-54%
|
|
|
137
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$300K
|
–
|
–
|
–
|
|
|
138
|
Annapolis Financial Services
Annapolis,
Maryland
|
$299K
|
+$136K
|
+690
|
+107%
|
|
|
139
|
Secure Asset Management
Troy,
Michigan
|
$298K
|
-$29.3K
|
-149
|
-10%
|
|
|
140
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$288K
|
-$8.45K
|
-43
|
-3%
|
|
|
141
|
Western Wealth Management
Golden,
Colorado
|
$287K
|
+$10.2K
|
+52
|
+4%
|
|
|
142
|
Tempus Wealth Planning
Irvine,
California
|
$285K
|
-$5.11K
|
-26
|
-2%
|
|
|
143
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$284K
|
+$90K
|
+458
|
+59%
|
|
|
144
|
DB Wealth Management Group
San Diego,
California
|
$281K
|
–
|
–
|
–
|
|
|
145
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$278K
|
-$31.8K
|
-162
|
-12%
|
|
|
146
|
Brasada Capital Management
Houston,
Texas
|
$276K
|
+$9.24K
|
+47
|
+4%
|
|
|
147
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$260K
|
–
|
–
|
–
|
|
|
148
|
Fidelity Investments
Boston,
Massachusetts
|
$259K
|
+$38.7K
|
+197
|
+21%
|
|
|
149
|
Global Retirement Partners
San Rafael,
California
|
$254K
|
-$21.8K
|
-111
|
-8%
|
|
|
150
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$252K
|
+$1.77K
|
+9
|
+0.8%
|
|
