|
326
|
Valeo Financial Advisors
Carmel,
Indiana
|
$212K
|
+$89.3K
|
+4,938
|
+78%
|
|
|
327
|
Altium Wealth Management
Purchase,
New York
|
$210K
|
-$94.4K
|
-5,217
|
-31%
|
|
|
328
|
BTR Capital Management
Oakland,
California
|
$206K
|
+$203K
|
+11,250
|
New
|
|
|
329
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$202K
|
-$27.7K
|
-1,530
|
-12%
|
|
|
330
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$202K
|
-$8.74K
|
-483
|
-4%
|
|
|
331
|
Donaldson Capital Management
Evansville,
Indiana
|
$202K
|
+$199K
|
+11,013
|
New
|
|
|
332
|
Watermark Asset Management
San Ramon,
California
|
$199K
|
-$22.2K
|
-1,227
|
-10%
|
|
|
333
|
Red Cedar Capital
Omaha,
Nebraska
|
$195K
|
–
|
–
|
–
|
|
|
334
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$183K
|
+$60.6K
|
+3,348
|
+50%
|
|
|
335
|
RWA Wealth Partners
Newton,
Massachusetts
|
$168K
|
-$6.51K
|
-360
|
-4%
|
|
|
336
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$161K
|
–
|
–
|
–
|
|
|
337
|
Simon Quick Advisors
Morristown,
New Jersey
|
$150K
|
+$149K
|
+8,244
|
New
|
|
|
338
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$145K
|
+$67.3K
|
+3,723
|
+89%
|
|
|
339
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$142K
|
+$21.3K
|
+1,179
|
+18%
|
|
|
340
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$139K
|
+$11K
|
+606
|
+9%
|
|
|
341
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$130K
|
+$122K
|
+6,747
|
+1,785%
|
|
|
342
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$129K
|
–
|
–
|
–
|
|
|
343
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$124K
|
+$53.8K
|
+2,976
|
+79%
|
|
|
344
|
WhitTier Trust Company
Reno,
Nevada
|
$111K
|
+$73.3K
|
+4,053
|
+199%
|
|
|
345
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$109K
|
+$24.1K
|
+1,335
|
+29%
|
|
|
346
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$104K
|
+$1.41K
|
+78
|
+1%
|
|
|
347
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$102K
|
-$5.81K
|
-321
|
-5%
|
|
|
348
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$102K
|
-$4.83K
|
-267
|
-5%
|
|
|
349
|
Duncker Streett & Co
St. Louis,
Missouri
|
$100K
|
-$37.6K
|
-2,079
|
-28%
|
|
|
350
|
Geneos Wealth Management
Englewood,
Colorado
|
$100K
|
+$2.71K
|
+150
|
+3%
|
|
