|
701
|
Summit Trail Advisors
New York
|
$485K
|
+$124K
|
+619
|
+35%
|
|
|
702
|
Donoghue Forlines
Boston,
Massachusetts
|
$485K
|
+$169K
|
+845
|
+55%
|
|
|
703
|
Copperwynd Financial
Scottsdale,
Arizona
|
$482K
|
+$5K
|
+25
|
+1%
|
|
|
704
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$475K
|
+$464K
|
+2,320
|
New
|
|
|
705
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$474K
|
+$5.6K
|
+28
|
+1%
|
|
|
706
|
Jacobs & Co
San Francisco,
California
|
$471K
|
–
|
–
|
–
|
|
|
707
|
Nomura Holdings
Tokyo,
Japan
|
$468K
|
-$1.66M
|
-8,287
|
-78%
|
|
|
708
|
Spire Wealth Management
Mclean,
Virginia
|
$468K
|
-$2.7M
|
-13,495
|
-86%
|
|
|
709
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$466K
|
+$111K
|
+556
|
+32%
|
|
|
710
|
Tectonic Advisors
Frisco,
Texas
|
$465K
|
-$145K
|
-725
|
-24%
|
|
|
711
|
Moody National Bank Trust Division
Galveston,
Texas
|
$464K
|
–
|
–
|
–
|
|
|
712
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$459K
|
–
|
–
|
–
|
|
|
713
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$448K
|
-$406K
|
-2,031
|
-48%
|
|
|
714
|
McDonald Partners
Cleveland,
Ohio
|
$447K
|
-$2K
|
-10
|
-0.5%
|
|
|
715
|
IHT Wealth Management
Chicago,
Illinois
|
$445K
|
-$94.6K
|
-473
|
-18%
|
|
|
716
|
Legacy Financial Advisors
Covington,
Kentucky
|
$438K
|
+$70.8K
|
+354
|
+20%
|
|
|
717
|
Connectus Wealth
Cincinnati,
Ohio
|
$436K
|
-$155K
|
-777
|
-5%
|
|
|
718
|
FirstPurpose Wealth
Orem,
Utah
|
$432K
|
-$107K
|
-536
|
-20%
|
|
|
719
|
State of Wyoming
Cheyenne,
Wyoming
|
$432K
|
+$141K
|
+703
|
+50%
|
|
|
720
|
Zhang Financial
Portage,
Michigan
|
$430K
|
+$98.4K
|
+492
|
+31%
|
|
|
721
|
Geneos Wealth Management
Englewood,
Colorado
|
$430K
|
+$184K
|
+921
|
+78%
|
|
|
722
|
InTrack Investment Management
South Burlington,
Vermont
|
$428K
|
-$20K
|
-100
|
-5%
|
|
|
723
|
Savant Capital
Rockford,
Illinois
|
$424K
|
+$67.6K
|
+338
|
+19%
|
|
|
724
|
Edge Capital Group
Atlanta,
Georgia
|
$424K
|
+$200
|
+1
|
+0%
|
|
|
725
|
Strait & Sound Wealth Management
San Francisco,
California
|
$422K
|
–
|
–
|
–
|
|
