|
276
|
Copia Wealth Management
Bend,
Oregon
|
$1.82M
|
+$290K
|
+5,170
|
+20%
|
|
|
277
|
Atria Investments
Charlotte,
North Carolina
|
$1.8M
|
+$756K
|
+13,466
|
+79%
|
|
|
278
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.8M
|
–
|
–
|
–
|
|
|
279
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.79M
|
+$20.1K
|
+358
|
+1%
|
|
|
280
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$1.78M
|
+$68.4K
|
+1,219
|
+4%
|
|
|
281
|
Wedbush Securities
Los Angeles,
California
|
$1.78M
|
+$106K
|
+1,882
|
+7%
|
|
|
282
|
Koa Wealth Management
Encinitas,
California
|
$1.77M
|
-$47.6K
|
-848
|
-3%
|
|
|
283
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$1.76M
|
–
|
–
|
–
|
|
|
284
|
Purpose Unlimited Inc
Toronto,
|
$1.76M
|
+$1.66M
|
+29,606
|
+12,985%
|
|
|
285
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.73M
|
+$1.64M
|
+29,288
|
New
|
|
|
286
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.71M
|
-$32.3K
|
-575
|
-2%
|
|
|
287
|
CVA Family Office
Denver,
Colorado
|
$1.71M
|
–
|
–
|
–
|
|
|
288
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$1.7M
|
-$47.7K
|
-850
|
-3%
|
|
|
289
|
Seaview Investment Managers
Miami,
Florida
|
$1.68M
|
+$122K
|
+2,167
|
+8%
|
|
|
290
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.67M
|
+$581K
|
+10,356
|
+58%
|
|
|
291
|
IFP Advisors
Tampa,
Florida
|
$1.66M
|
-$22.5K
|
-400
|
-1%
|
|
|
292
|
Sonoma Allocations
Santa Rosa,
California
|
$1.66M
|
+$640K
|
+11,409
|
+67%
|
|
|
293
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.64M
|
+$15.4K
|
+275
|
+1%
|
|
|
294
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$1.63M
|
-$36.5K
|
-650
|
-2%
|
|
|
295
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.62M
|
-$112
|
-2
|
-0%
|
|
|
296
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.62M
|
+$520K
|
+9,255
|
+51%
|
|
|
297
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.61M
|
-$49.1K
|
-875
|
-3%
|
|
|
298
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$1.61M
|
-$9.26K
|
-165
|
-0.6%
|
|
|
299
|
|
$1.61M
|
+$1.28M
|
+22,733
|
+497%
|
|
|
300
|
Kickstand Ventures
Pittsford,
New York
|
$1.61M
|
+$77.4K
|
+1,379
|
+5%
|
|
