|
251
|
CGN Advisors
Manhattan,
Kansas
|
$230K
|
–
|
–
|
–
|
|
|
252
|
DZ Bank
Frankfurt Am Main,
Germany
|
$229K
|
–
|
–
|
–
|
|
|
253
|
My Personal CFO LLC
Vancouver,
Washington
|
$220K
|
-$741K
|
-23,960
|
-92%
|
|
|
254
|
Continuum Advisory
Eagle,
Idaho
|
$219K
|
–
|
–
|
–
|
|
|
255
|
Avidian Wealth Enterprises
Houston,
Texas
|
$216K
|
-$27K
|
-872
|
-10%
|
|
|
256
|
Southland Equity Partners
Wildwood,
Missouri
|
$212K
|
+$236K
|
+7,620
|
New
|
|
|
257
|
Belpointe Asset Management
Reno,
Nevada
|
$207K
|
-$82.3K
|
-2,660
|
-26%
|
|
|
258
|
Cetera Advisors
Denver,
Colorado
|
$207K
|
+$230K
|
+7,438
|
New
|
|
|
259
|
Donor Advised Charitable Giving
San Francisco,
California
|
$203K
|
–
|
–
|
–
|
|
|
260
|
Geneos Wealth Management
Englewood,
Colorado
|
$191K
|
-$538K
|
-17,383
|
-72%
|
|
|
261
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$178K
|
+$27K
|
+873
|
+16%
|
|
|
262
|
Key Financial Inc
West Chester,
Pennsylvania
|
$138K
|
–
|
–
|
–
|
|
|
263
|
SYM Financial Corp
Winona Lake,
Indiana
|
$134K
|
–
|
–
|
–
|
|
|
264
|
Wells Fargo
San Francisco,
California
|
$130K
|
-$28.8K
|
-932
|
-17%
|
|
|
265
|
US Bancorp
Minneapolis,
Minnesota
|
$121K
|
+$71.4K
|
+2,308
|
+114%
|
|
|
266
|
FAS Wealth Partners
Leawood,
Kansas
|
$117K
|
–
|
–
|
–
|
|
|
267
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$108K
|
-$22.6M
|
-729,177
|
-99%
|
|
|
268
|
Private Trust Company
Cleveland,
Ohio
|
$107K
|
-$49.1K
|
-1,588
|
-29%
|
|
|
269
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$104K
|
–
|
–
|
–
|
|
|
270
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$101K
|
+$7.17K
|
+232
|
+7%
|
|
|
271
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$71.5K
|
–
|
–
|
–
|
|
|
272
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$60K
|
+$66.6K
|
+2,153
|
New
|
|
|
273
|
Financial Management Professionals
Austin,
Texas
|
$55K
|
–
|
–
|
–
|
|
|
274
|
|
$55K
|
–
|
–
|
–
|
|
|
275
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$55K
|
+$23.4K
|
+756
|
+62%
|
|
