|
301
|
Whittier Trust
South Pasadena,
California
|
$217K
|
–
|
–
|
–
|
|
|
302
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$217K
|
+$185K
|
+2,000
|
New
|
|
|
303
|
Csenge Advisory Group
Clearwater,
Florida
|
$217K
|
+$185K
|
+2,000
|
New
|
|
|
304
|
Davenport & Co
Richmond,
Virginia
|
$217K
|
+$185K
|
+2,000
|
New
|
|
|
305
|
SkyOak Wealth
Southfield,
Michigan
|
$217K
|
+$185K
|
+2,000
|
New
|
|
|
306
|
Walker Asset Management
Verona,
Missouri
|
$217K
|
+$185K
|
+2,000
|
New
|
|
|
307
|
Zhang Financial
Portage,
Michigan
|
$217K
|
+$185K
|
+2,000
|
New
|
|
|
308
|
Keel Point
Huntsville,
Alabama
|
$214K
|
+$158K
|
+1,710
|
New
|
|
|
309
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$214K
|
+$181K
|
+1,960
|
New
|
|
|
310
|
Avantax Advisory Services
Dallas,
Texas
|
$211K
|
+$180K
|
+1,940
|
New
|
|
|
311
|
Shelton Capital Management
Denver,
Colorado
|
$206K
|
+$176K
|
+1,900
|
New
|
|
|
312
|
Quantinno Capital Management
New York
|
$203K
|
+$173K
|
+1,870
|
New
|
|
|
313
|
Larson Financial Group
St Louis,
Missouri
|
$185K
|
-$1.85K
|
-20
|
-1%
|
|
|
314
|
KBC Group
Brussels,
Belgium
|
$155K
|
+$20.4K
|
+220
|
+18%
|
|
|
315
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$140K
|
–
|
–
|
–
|
|
|
316
|
Principal Securities
Des Moines,
Iowa
|
$137K
|
+$22.2K
|
+240
|
+24%
|
|
|
317
|
Caldwell Trust
Venice,
Florida
|
$136K
|
–
|
–
|
–
|
|
|
318
|
First Command Advisory Services
Fort Worth,
Texas
|
$125K
|
+$50.9K
|
+550
|
+92%
|
|
|
319
|
Icon Wealth Advisors
Houston,
Texas
|
$124K
|
+$100K
|
+1,080
|
New
|
|
|
320
|
Mendota Financial Group
Madison,
Wisconsin
|
$124K
|
–
|
–
|
–
|
|
|
321
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$110K
|
+$13.9K
|
+150
|
+17%
|
|
|
322
|
nVerses Capital
Wellington,
Florida
|
$109K
|
–
|
–
|
–
|
|
|
323
|
Plato Investment Management
Sydney, NSW,
Australia
|
$107K
|
-$62K
|
-670
|
-40%
|
|
|
324
|
Hollencrest Capital Management
Newport Beach,
California
|
$99.8K
|
+$46.3K
|
+500
|
+119%
|
|
|
325
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$88K
|
+$14.8K
|
+160
|
+25%
|
|
