|
326
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$270K
|
+$21.2K
|
+1,780
|
+8%
|
|
|
327
|
Sonoma Allocations
Santa Rosa,
California
|
$269K
|
-$56.8K
|
-4,767
|
-17%
|
|
|
328
|
a16z Perennial Management
Menlo Park,
California
|
$269K
|
-$73.5K
|
-6,162
|
-21%
|
|
|
329
|
Nilsine Partners
Greenwood Village,
Colorado
|
$269K
|
–
|
–
|
–
|
|
|
330
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$268K
|
-$3.71M
|
-311,516
|
-93%
|
|
|
331
|
Csenge Advisory Group
Clearwater,
Florida
|
$266K
|
-$9.4K
|
-788
|
-3%
|
|
|
332
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$260K
|
+$12.9K
|
+1,078
|
+5%
|
|
|
333
|
Moody National Bank Trust Division
Galveston,
Texas
|
$260K
|
+$126K
|
+10,600
|
+85%
|
|
|
334
|
Anchor Investment Management
Columbia,
South Carolina
|
$259K
|
–
|
–
|
–
|
|
|
335
|
Certuity
North Palm Beach,
Florida
|
$259K
|
+$3.84K
|
+322
|
+1%
|
|
|
336
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$256K
|
+$68.9K
|
+5,775
|
+38%
|
|
|
337
|
Eagle Strategies
New York
|
$255K
|
–
|
–
|
–
|
|
|
338
|
Insigneo Advisory Services
Miami,
Florida
|
$251K
|
+$6.96K
|
+584
|
+3%
|
|
|
339
|
Wealthspire Advisors (New York)
New York
|
$248K
|
-$285K
|
-23,938
|
-52%
|
|
|
340
|
Foster Group
West Des Moines,
Iowa
|
$245K
|
+$7.2K
|
+604
|
+3%
|
|
|
341
|
Angeles Wealth Management
Santa Monica,
California
|
$244K
|
+$258K
|
+21,653
|
New
|
|
|
342
|
Savvy Advisors Inc
New York
|
$241K
|
+$85.1K
|
+7,137
|
+50%
|
|
|
343
|
GeoWealth Management
Chicago,
Illinois
|
$241K
|
-$12.5K
|
-1,047
|
-5%
|
|
|
344
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$238K
|
+$107K
|
+8,961
|
+74%
|
|
|
345
|
Perigon Wealth Management
San Francisco,
California
|
$237K
|
+$29.2K
|
+2,452
|
+13%
|
|
|
346
|
Fulcrum Equity Management
Plano,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
347
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$236K
|
+$23.9K
|
+2,003
|
+12%
|
|
|
348
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$234K
|
-$19.5K
|
-1,636
|
-7%
|
|
|
349
|
Matters Capital
Miami,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
350
|
Aventura Private Wealth
Aventura,
Florida
|
$233K
|
–
|
–
|
–
|
|
