|
701
|
Valley Wealth Managers
Paramus,
New Jersey
|
$223K
|
–
|
–
|
–
|
|
|
702
|
Capital Planning Advisors
Roseville,
California
|
$223K
|
+$218K
|
+630
|
New
|
|
|
703
|
Caldwell Trust
Venice,
Florida
|
$221K
|
+$216K
|
+625
|
New
|
|
|
704
|
First Mercantile Trust
Cordova,
Tennessee
|
$221K
|
-$65.6K
|
-190
|
-23%
|
|
|
705
|
American Portfolios Advisors
Holbrook,
New York
|
$220K
|
+$19.7K
|
+57
|
+10%
|
|
|
706
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$220K
|
-$691
|
-2
|
-0.3%
|
|
|
707
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$220K
|
+$8.98K
|
+26
|
+4%
|
|
|
708
|
CreativeOne Wealth
Overland Park,
Kansas
|
$220K
|
+$215K
|
+623
|
New
|
|
|
709
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$219K
|
-$24.2K
|
-70
|
-10%
|
|
|
710
|
Pinnacle Associates
New York
|
$219K
|
–
|
–
|
–
|
|
|
711
|
EP Wealth Advisors
Torrance,
California
|
$218K
|
-$9.33K
|
-27
|
-4%
|
|
|
712
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$218K
|
–
|
–
|
–
|
|
|
713
|
Ballentine Partners
Waltham,
Massachusetts
|
$216K
|
-$3.45K
|
-10
|
-2%
|
|
|
714
|
9258 Wealth Management
Blue Ash,
Ohio
|
$216K
|
+$210K
|
+608
|
New
|
|
|
715
|
|
$213K
|
-$34.5K
|
-100
|
-14%
|
|
|
716
|
Stone Ridge Asset Management
New York
|
$213K
|
+$207K
|
+600
|
New
|
|
|
717
|
Circle Wealth Management
Summit,
New Jersey
|
$213K
|
+$208K
|
+601
|
New
|
|
|
718
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$212K
|
-$31.4K
|
-91
|
-13%
|
|
|
719
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$209K
|
+$193K
|
+560
|
New
|
|
|
720
|
GQ Asset Management
New York City,
New York
|
$208K
|
+$61.5K
|
+178
|
+44%
|
|
|
721
|
Minot Wealth Management
Westwood,
Massachusetts
|
$208K
|
+$191K
|
+554
|
New
|
|
|
722
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$205K
|
+$15.9K
|
+46
|
+9%
|
|
|
723
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$205K
|
+$200K
|
+580
|
New
|
|
|
724
|
Roundview Capital
Princeton,
New Jersey
|
$205K
|
+$200K
|
+580
|
New
|
|
|
725
|
Resource Management
Metairie,
Louisiana
|
$204K
|
–
|
–
|
–
|
|
