|
376
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$211K
|
-$180K
|
-3,833
|
-46%
|
|
|
377
|
Curi Wealth Management
Raleigh,
North Carolina
|
$210K
|
-$70.2K
|
-1,495
|
-25%
|
|
|
378
|
ASB Consultores
Aventura,
Florida
|
$210K
|
-$22.9K
|
-487
|
-10%
|
|
|
379
|
Successful Portfolios
Clearwater,
Florida
|
$210K
|
-$20.4K
|
-435
|
-9%
|
|
|
380
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
381
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$209K
|
+$4.32K
|
+92
|
+2%
|
|
|
382
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$209K
|
+$115K
|
+2,447
|
+123%
|
|
|
383
|
Stokes Family Office
New Orleans,
Louisiana
|
$208K
|
-$153K
|
-3,250
|
-42%
|
|
|
384
|
FLC Capital Advisors
Palm Desert,
California
|
$208K
|
–
|
–
|
–
|
|
|
385
|
Parsec Financial Management
Asheville,
North Carolina
|
$208K
|
–
|
–
|
–
|
|
|
386
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$204K
|
-$49.2K
|
-1,047
|
-20%
|
|
|
387
|
Tidal Investments
Milwaukee,
Wisconsin
|
$203K
|
+$202K
|
+4,300
|
New
|
|
|
388
|
Black Diamond Financial
Towson,
Maryland
|
$202K
|
-$71.4K
|
-1,520
|
-26%
|
|
|
389
|
Valley Wealth Managers
Paramus,
New Jersey
|
$202K
|
+$200K
|
+4,266
|
New
|
|
|
390
|
M&T Bank
Buffalo,
New York
|
$193K
|
+$7.31M
|
+155,676
|
+2,861%
|
|
|
391
|
WhitTier Trust Company
Reno,
Nevada
|
$184K
|
-$10.5K
|
-224
|
-5%
|
|
|
392
|
Arax Advisory Partners
Denver,
Colorado
|
$172K
|
-$43.1K
|
-917
|
-20%
|
|
|
393
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$171K
|
–
|
–
|
–
|
|
|
394
|
High Net Worth Advisory Group
Naples,
Florida
|
$151K
|
–
|
–
|
–
|
|
|
395
|
Whittier Trust
South Pasadena,
California
|
$150K
|
–
|
–
|
–
|
|
|
396
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$142K
|
–
|
–
|
–
|
|
|
397
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$130K
|
+$30.5K
|
+650
|
+31%
|
|
|
398
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$123K
|
–
|
–
|
–
|
|
|
399
|
Harbour Investments
Madison,
Wisconsin
|
$122K
|
+$121K
|
+2,573
|
New
|
|
|
400
|
Oxler Private Wealth
Rye Brook,
New York
|
$113K
|
+$112K
|
+2,383
|
New
|
|
