|
701
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$341K
|
+$364K
|
+11,100
|
New
|
|
|
702
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$341K
|
-$124K
|
-3,781
|
-25%
|
|
|
703
|
Counterweight Ventures
Wilmington,
North Carolina
|
$340K
|
-$11.1K
|
-340
|
-3%
|
|
|
704
|
Geneos Wealth Management
Englewood,
Colorado
|
$338K
|
-$121K
|
-3,697
|
-25%
|
|
|
705
|
Delta Asset Management
Memphis,
Tennessee
|
$337K
|
-$44.9K
|
-1,371
|
-11%
|
|
|
706
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$336K
|
+$102K
|
+3,126
|
+40%
|
|
|
707
|
Huntington National Bank
Columbus,
Ohio
|
$333K
|
+$5.96K
|
+182
|
+2%
|
|
|
708
|
Raiffeisen Bank International
Vienna,
Austria
|
$330K
|
+$357K
|
+10,889
|
New
|
|
|
709
|
|
$328K
|
-$59.7K
|
-1,823
|
-15%
|
|
|
710
|
BFSG LLC
Irvine,
California
|
$328K
|
-$1.03M
|
-31,372
|
-75%
|
|
|
711
|
KPP Advisory Services
Louisville,
Kentucky
|
$326K
|
+$852
|
+26
|
+0.2%
|
|
|
712
|
North Star Asset Management
Neenah,
Wisconsin
|
$325K
|
-$131
|
-4
|
-0%
|
|
|
713
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$323K
|
+$345K
|
+10,529
|
New
|
|
|
714
|
Jennison Associates
New York
|
$322K
|
-$58K
|
-1,771
|
-14%
|
|
|
715
|
Personal CFO Solutions
Chester,
New Jersey
|
$321K
|
+$35.7K
|
+1,088
|
+12%
|
|
|
716
|
Trust Company of Toledo
Holland,
Ohio
|
$321K
|
-$393
|
-12
|
-0.1%
|
|
|
717
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$317K
|
-$163K
|
-4,978
|
-33%
|
|
|
718
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$317K
|
+$138K
|
+4,208
|
+69%
|
|
|
719
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$315K
|
+$16K
|
+487
|
+5%
|
|
|
720
|
Transcend Capital Advisors
Madison,
New Jersey
|
$315K
|
-$467K
|
-14,245
|
-58%
|
|
|
721
|
Koshinski Asset Management
Decatur,
Illinois
|
$312K
|
+$65.7K
|
+2,004
|
+25%
|
|
|
722
|
Carson Advisory
Athens,
Georgia
|
$311K
|
-$2.98K
|
-91
|
-0.9%
|
|
|
723
|
Delta Investment Management
San Francisco,
California
|
$311K
|
–
|
–
|
–
|
|
|
724
|
Boxwood Ventures
Chicago,
Illinois
|
$308K
|
–
|
–
|
–
|
|
|
725
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$307K
|
+$12.6K
|
+386
|
+4%
|
|
