|
151
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$383K
|
-$80K
|
-1,658
|
-17%
|
|
|
152
|
|
$383K
|
+$390K
|
+8,080
|
New
|
|
|
153
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$383K
|
+$390K
|
+8,080
|
New
|
|
|
154
|
IHT Wealth Management
Chicago,
Illinois
|
$376K
|
–
|
–
|
–
|
|
|
155
|
Westmount Partners
Los Angeles,
California
|
$376K
|
+$41.5K
|
+861
|
+12%
|
|
|
156
|
CFO4Life Group
Coppell,
Texas
|
$376K
|
–
|
–
|
–
|
|
|
157
|
AQR Capital Management
Greenwich,
Connecticut
|
$370K
|
+$38.2K
|
+792
|
+11%
|
|
|
158
|
GeoWealth Management
Chicago,
Illinois
|
$367K
|
-$23.5K
|
-488
|
-6%
|
|
|
159
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$360K
|
+$367K
|
+7,609
|
New
|
|
|
160
|
RFG Advisory
Birmingham,
Alabama
|
$350K
|
–
|
–
|
–
|
|
|
161
|
CIBC Bancorp USA
Chicago,
Illinois
|
$333K
|
+$339K
|
+7,029
|
New
|
|
|
162
|
Xena Financial Planning
Portland,
Oregon
|
$330K
|
–
|
–
|
–
|
|
|
163
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$326K
|
+$134K
|
+2,779
|
+72%
|
|
|
164
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$322K
|
-$2.56K
|
-53
|
-0.8%
|
|
|
165
|
Arax Advisory Partners
Denver,
Colorado
|
$319K
|
+$4.73K
|
+98
|
+1%
|
|
|
166
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$317K
|
-$46.5K
|
-965
|
-13%
|
|
|
167
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$313K
|
–
|
–
|
–
|
|
|
168
|
Claro Advisors
Boston,
Massachusetts
|
$306K
|
–
|
–
|
–
|
|
|
169
|
GHP Investment Advisors
Denver,
Colorado
|
$305K
|
+$310K
|
+6,429
|
New
|
|
|
170
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$304K
|
-$121K
|
-2,509
|
-28%
|
|
|
171
|
EP Wealth Advisors
Torrance,
California
|
$301K
|
+$307K
|
+6,364
|
New
|
|
|
172
|
Archford Capital Strategies
Swansea,
Illinois
|
$298K
|
-$25.1K
|
-521
|
-8%
|
|
|
173
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$284K
|
+$290K
|
+6,003
|
New
|
|
|
174
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$284K
|
+$71.8K
|
+1,489
|
+33%
|
|
|
175
|
Rockefeller Capital Management
New York
|
$278K
|
-$7.86K
|
-163
|
-3%
|
|
