|
226
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$310K
|
+$28.7K
|
+829
|
+11%
|
|
|
227
|
IHT Wealth Management
Chicago,
Illinois
|
$309K
|
+$7.03K
|
+203
|
+2%
|
|
|
228
|
Vontobel Holding
Zurich,
Switzerland
|
$309K
|
+$301K
|
+8,703
|
New
|
|
|
229
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$302K
|
-$667K
|
-19,261
|
-69%
|
|
|
230
|
Parallel Advisors
San Francisco,
California
|
$301K
|
+$34.6K
|
+1,000
|
+13%
|
|
|
231
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$299K
|
+$292K
|
+8,428
|
New
|
|
|
232
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$289K
|
-$1K
|
-29
|
-0.4%
|
|
|
233
|
Pathstone Holdings
Englewood,
New Jersey
|
$287K
|
+$277
|
+8
|
+0.1%
|
|
|
234
|
Canal Insurance Company
Greenville,
South Carolina
|
$284K
|
+$277K
|
+8,000
|
New
|
|
|
235
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$281K
|
–
|
–
|
–
|
|
|
236
|
Greykasell Wealth Strategies
Danville,
California
|
$267K
|
+$35
|
+1
|
+0%
|
|
|
237
|
Toth Financial Advisory
Leesburg,
Virginia
|
$263K
|
+$256K
|
+7,400
|
New
|
|
|
238
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$261K
|
+$279K
|
+8,050
|
New
|
|
|
239
|
Flow Traders U.S.
New York
|
$255K
|
+$248K
|
+7,177
|
New
|
|
|
240
|
Independent Financial Group
San Diego,
California
|
$250K
|
+$244K
|
+7,034
|
New
|
|
|
241
|
Sequoia Financial Advisors
Akron,
Ohio
|
$245K
|
–
|
–
|
–
|
|
|
242
|
EP Wealth Advisors
Torrance,
California
|
$243K
|
+$3.39K
|
+98
|
+1%
|
|
|
243
|
SMART Wealth
Omaha,
Nebraska
|
$242K
|
+$236K
|
+6,814
|
New
|
|
|
244
|
Second Half Financial Partners
Sebring,
Florida
|
$242K
|
-$14.1K
|
-406
|
-6%
|
|
|
245
|
Virtue Asset Management
Barrington,
Illinois
|
$238K
|
+$232K
|
+6,704
|
New
|
|
|
246
|
SFI Advisors
Montclair,
New Jersey
|
$237K
|
-$23.3K
|
-674
|
-9%
|
|
|
247
|
Fidelity Investments
Boston,
Massachusetts
|
$232K
|
+$41.2K
|
+1,191
|
+22%
|
|
|
248
|
Geneos Wealth Management
Englewood,
Colorado
|
$231K
|
-$25.9K
|
-748
|
-10%
|
|
|
249
|
World Investment Advisors
Santa Barbara,
California
|
$228K
|
-$780K
|
-22,518
|
-78%
|
|
|
250
|
Pioneer Family Office
North Miami Beach,
Florida
|
$219K
|
+$214K
|
+6,170
|
New
|
|
