|
701
|
Client 1st Advisory Group
Dunedin,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
702
|
Waypoint Wealth Partners
Mill Valley,
California
|
$214K
|
–
|
–
|
–
|
|
|
703
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$211K
|
+$1.03K
|
+12
|
+0.5%
|
|
|
704
|
Asset Dedication LLC
San Francisco,
California
|
$210K
|
–
|
–
|
–
|
|
|
705
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$210K
|
+$210K
|
+2,438
|
New
|
|
|
706
|
New Potomac Partners
Bethesda,
Maryland
|
$206K
|
-$34.5K
|
-400
|
-14%
|
|
|
707
|
Spectrum Management Group
Indianapolis,
Indiana
|
$205K
|
–
|
–
|
–
|
|
|
708
|
Smith Anglin Financial
Dallas,
Texas
|
$205K
|
+$86
|
+1
|
+0%
|
|
|
709
|
Affinity Capital Advisors
Berkeley,
California
|
$202K
|
-$10K
|
-116
|
-5%
|
|
|
710
|
Truehand Inc
Strafford,
New Hampshire
|
$168K
|
–
|
–
|
–
|
|
|
711
|
SOA Wealth Advisors
New York
|
$167K
|
+$86
|
+1
|
+0.1%
|
|
|
712
|
Choate Investment Advisors
Boston,
Massachusetts
|
$163K
|
-$5K
|
-58
|
-3%
|
|
|
713
|
Exane Derivatives
Paris,
France
|
$156K
|
–
|
–
|
–
|
|
|
714
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$154K
|
-$79.8K
|
-926
|
-34%
|
|
|
715
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$150K
|
–
|
–
|
–
|
|
|
716
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$144K
|
-$120K
|
-1,391
|
-45%
|
|
|
717
|
Vontobel Holding
Zurich,
Switzerland
|
$137K
|
+$57.6K
|
+668
|
+73%
|
|
|
718
|
Leelyn Smith
Geneva,
Illinois
|
$136K
|
-$1.29K
|
-15
|
-0.9%
|
|
|
719
|
GeoWealth Management
Chicago,
Illinois
|
$132K
|
+$131K
|
+1,524
|
New
|
|
|
720
|
WhitTier Trust Company
Reno,
Nevada
|
$127K
|
-$17.2K
|
-200
|
-12%
|
|
|
721
|
Founders Capital Management (Texas)
Houston,
Texas
|
$127K
|
–
|
–
|
–
|
|
|
722
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$126K
|
-$219K
|
-2,535
|
-63%
|
|
|
723
|
Webster Bank
Waterbury,
Connecticut
|
$126K
|
+$38.6K
|
+448
|
+44%
|
|
|
724
|
CNB Bank
Clearfield,
Pennsylvania
|
$121K
|
+$121K
|
+1,400
|
New
|
|
|
725
|
Clearstead Advisors
Cleveland,
Ohio
|
$118K
|
–
|
–
|
–
|
|
