|
151
|
My Personal CFO LLC
Vancouver,
Washington
|
$200K
|
-$48.8K
|
-999
|
-18%
|
|
|
152
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$185K
|
-$19.6K
|
-402
|
-9%
|
|
|
153
|
Comerica Bank
Dallas,
Texas
|
$181K
|
+$208K
|
+4,255
|
New
|
|
|
154
|
MMBG Investment Advisors
Miami,
Florida
|
$135K
|
-$307K
|
-6,280
|
-67%
|
|
|
155
|
Provence Wealth Management Group
Irvine,
California
|
$119K
|
+$136K
|
+2,791
|
New
|
|
|
156
|
William Blair & Company
Chicago,
Illinois
|
$112K
|
-$6.06K
|
-124
|
-5%
|
|
|
157
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$99.8K
|
+$7.96K
|
+163
|
+7%
|
|
|
158
|
Realta Investment Advisors
Wilmington,
Delaware
|
$94.1K
|
-$46.9K
|
-960
|
-34%
|
|
|
159
|
|
$93.5K
|
+$26.4K
|
+541
|
+33%
|
|
|
160
|
Baker Avenue Asset Management
San Francisco,
California
|
$90.1K
|
-$121K
|
-2,474
|
-54%
|
|
|
161
|
Geneos Wealth Management
Englewood,
Colorado
|
$87.8K
|
+$1.71K
|
+35
|
+2%
|
|
|
162
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$87.4K
|
-$6.84K
|
-140
|
-6%
|
|
|
163
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$84.8K
|
–
|
–
|
–
|
|
|
164
|
|
$83.7K
|
-$18.6K
|
-380
|
-16%
|
|
|
165
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$82K
|
+$18.1K
|
+370
|
+24%
|
|
|
166
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$80.4K
|
–
|
–
|
–
|
|
|
167
|
Global Retirement Partners
San Rafael,
California
|
$77.8K
|
-$3.62K
|
-74
|
-4%
|
|
|
168
|
HeadInvest LLC
Portland,
Maine
|
$76.1K
|
+$89.9K
|
+1,840
|
New
|
|
|
169
|
Arax Advisory Partners
Denver,
Colorado
|
$75.3K
|
+$31.4K
|
+642
|
+57%
|
|
|
170
|
Fidelity Investments
Boston,
Massachusetts
|
$72K
|
+$23K
|
+470
|
+39%
|
|
|
171
|
Caldwell Trust
Venice,
Florida
|
$69.1K
|
-$223K
|
-4,570
|
-74%
|
|
|
172
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$63.9K
|
–
|
–
|
–
|
|
|
173
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$57.6K
|
-$3.71K
|
-76
|
-5%
|
|
|
174
|
Richard W. Paul & Associates
Novi,
Michigan
|
$45.9K
|
+$6.35K
|
+130
|
+14%
|
|
|
175
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$43.1K
|
+$49.4K
|
+1,012
|
New
|
|
