|
326
|
Continuum Advisory
Eagle,
Idaho
|
$204K
|
+$197K
|
+7,100
|
New
|
|
|
327
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$203K
|
+$196K
|
+7,065
|
New
|
|
|
328
|
FAS Wealth Partners
Leawood,
Kansas
|
$185K
|
–
|
–
|
–
|
|
|
329
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$179K
|
+$173K
|
+6,210
|
New
|
|
|
330
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$178K
|
–
|
–
|
–
|
|
|
331
|
Geneos Wealth Management
Englewood,
Colorado
|
$165K
|
+$152K
|
+5,477
|
+1,922%
|
|
|
332
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$132K
|
+$127K
|
+4,583
|
New
|
|
|
333
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$128K
|
+$55.6K
|
+2,000
|
+81%
|
|
|
334
|
Fidelity Investments
Boston,
Massachusetts
|
$127K
|
+$37.1K
|
+1,334
|
+43%
|
|
|
335
|
Macroview Investment Management
Bethesda,
Maryland
|
$126K
|
+$7.09K
|
+255
|
+6%
|
|
|
336
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$118K
|
–
|
–
|
–
|
|
|
337
|
WhitTier Trust Company
Reno,
Nevada
|
$118K
|
–
|
–
|
–
|
|
|
338
|
US Bancorp
Minneapolis,
Minnesota
|
$116K
|
+$100K
|
+3,600
|
+857%
|
|
|
339
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$115K
|
-$1M
|
-35,999
|
-90%
|
|
|
340
|
Catalyst Capital Advisors
Huntington,
New York
|
$113K
|
-$500
|
-18
|
-0.5%
|
|
|
341
|
Millburn Ridgefield Corp
New York
|
$113K
|
-$500
|
-18
|
-0.5%
|
|
|
342
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$112K
|
+$109K
|
+3,904
|
New
|
|
|
343
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$107K
|
+$3.11K
|
+112
|
+3%
|
|
|
344
|
CVA Family Office
Denver,
Colorado
|
$104K
|
+$100K
|
+3,600
|
New
|
|
|
345
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$102K
|
-$8.37K
|
-301
|
-8%
|
|
|
346
|
Creative Financial Designs
Kokomo,
Indiana
|
$88K
|
-$3.73K
|
-134
|
-4%
|
|
|
347
|
TAP Consulting
Kirkwood,
Missouri
|
$84K
|
+$81.4K
|
+2,928
|
New
|
|
|
348
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$83K
|
–
|
–
|
–
|
|
|
349
|
Hudock Inc
Williamsport,
Pennsylvania
|
$80K
|
+$14.3K
|
+513
|
+22%
|
|
|
350
|
Next Financial Group
Houston,
Texas
|
$75K
|
-$164K
|
-5,883
|
-69%
|
|
