|
126
|
Collective Family Office
York,
Pennsylvania
|
$229K
|
+$252K
|
+4,492
|
New
|
|
|
127
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$226K
|
+$4.49K
|
+80
|
+2%
|
|
|
128
|
Vista Capital Partners
Portland,
Oregon
|
$216K
|
+$13.1K
|
+234
|
+6%
|
|
|
129
|
M&T Bank
Buffalo,
New York
|
$204K
|
-$197K
|
-3,500
|
-47%
|
|
|
130
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$203K
|
+$224K
|
+3,988
|
New
|
|
|
131
|
Heritage Financial Services
Westwood,
Massachusetts
|
$158K
|
+$175K
|
+3,115
|
New
|
|
|
132
|
Asset Dedication LLC
San Francisco,
California
|
$125K
|
+$23.6K
|
+421
|
+21%
|
|
|
133
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$114K
|
–
|
–
|
–
|
|
|
134
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$88K
|
-$6.96K
|
-124
|
-7%
|
|
|
135
|
Evoke Wealth
Los Angeles,
California
|
$60K
|
+$66.2K
|
+1,179
|
New
|
|
|
136
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$49K
|
+$54.5K
|
+970
|
New
|
|
|
137
|
FAS Wealth Partners
Leawood,
Kansas
|
$23K
|
+$25.5K
|
+454
|
New
|
|
|
138
|
Harbour Investments
Madison,
Wisconsin
|
$21K
|
+$23.3K
|
+414
|
New
|
|
|
139
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
140
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
-$38.5K
|
-686
|
-72%
|
|
|
141
|
Private Trust Company
Cleveland,
Ohio
|
$13K
|
+$14.6K
|
+260
|
New
|
|
|
142
|
WR Wealth Planners
Columbia,
Missouri
|
$10.5K
|
-$18.9K
|
-336
|
-62%
|
|
|
143
|
Osaic Holdings
Scottsdale,
Arizona
|
$8K
|
+$9.15K
|
+163
|
New
|
|
|
144
|
Rockbridge Investment Management
Syracuse,
New York
|
$7.7K
|
–
|
–
|
–
|
|
|
145
|
IFP Advisors
Tampa,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
146
|
Trust Company
Manhattan,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
147
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
148
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
149
|
Flow Traders U.S.
New York
|
–
|
-$3.76M
|
-62,306
|
Closed
|
|
|
150
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$3.18M
|
-52,649
|
Closed
|
|
