|
226
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$754K
|
+$198K
|
+2,219
|
+40%
|
|
|
227
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$751K
|
+$20.1K
|
+225
|
+3%
|
|
|
228
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$748K
|
+$15.4K
|
+172
|
+2%
|
|
|
229
|
Accel Wealth Management
Waverly,
Iowa
|
$746K
|
+$209K
|
+2,339
|
+44%
|
|
|
230
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$745K
|
–
|
–
|
–
|
|
|
231
|
Trust Company of Toledo
Holland,
Ohio
|
$736K
|
+$62K
|
+693
|
+10%
|
|
|
232
|
Snowden Capital Advisors
New York
|
$735K
|
+$68.1K
|
+761
|
+11%
|
|
|
233
|
Bearing Point Capital
Bloomington,
Minnesota
|
$711K
|
+$6.26K
|
+70
|
+1%
|
|
|
234
|
Centaurus Financial
Anaheim,
California
|
$707K
|
-$24.5K
|
-274
|
-4%
|
|
|
235
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$672K
|
+$375K
|
+4,188
|
+151%
|
|
|
236
|
Bank of New York Mellon
New York
|
$657K
|
+$173K
|
+1,934
|
+40%
|
|
|
237
|
Y-Intercept (HK)
Hong Kong
|
$653K
|
-$1.02M
|
-11,422
|
-63%
|
|
|
238
|
SteelPeak Wealth
Woodland Hills,
California
|
$646K
|
+$121K
|
+1,349
|
+25%
|
|
|
239
|
Fountainhead AM
Warren,
New Jersey
|
$646K
|
+$89
|
+1
|
+0%
|
|
|
240
|
Parallel Advisors
San Francisco,
California
|
$645K
|
+$35.9K
|
+401
|
+6%
|
|
|
241
|
|
$640K
|
+$272K
|
+3,036
|
+85%
|
|
|
242
|
Gotham Asset Management
New York
|
$626K
|
–
|
–
|
–
|
|
|
243
|
Inscription Capital
Houston,
Texas
|
$614K
|
+$568K
|
+6,350
|
New
|
|
|
244
|
TrueWealth Advisors
Birmingham,
Alabama
|
$614K
|
+$69.9K
|
+781
|
+14%
|
|
|
245
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$597K
|
+$66.8K
|
+747
|
+14%
|
|
|
246
|
Waterfront Wealth
Overland Park,
Kansas
|
$593K
|
+$5.63K
|
+63
|
+1%
|
|
|
247
|
Fiduciary Trust
Boston,
Massachusetts
|
$590K
|
-$1.89M
|
-21,145
|
-78%
|
|
|
248
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$586K
|
–
|
–
|
–
|
|
|
249
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$585K
|
+$159K
|
+1,780
|
+42%
|
|
|
250
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$581K
|
+$114K
|
+1,279
|
+27%
|
|
