|
351
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$587K
|
+$354K
|
+7,025
|
+151%
|
|
|
352
|
Centric Wealth Management
Chicago,
Illinois
|
$587K
|
+$587K
|
+11,661
|
New
|
|
|
353
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$586K
|
-$64.1K
|
-1,272
|
-10%
|
|
|
354
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$586K
|
+$1.51K
|
+30
|
+0.3%
|
|
|
355
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$584K
|
+$179K
|
+3,560
|
+44%
|
|
|
356
|
Perigon Wealth Management
San Francisco,
California
|
$579K
|
-$218K
|
-4,323
|
-27%
|
|
|
357
|
Transform Wealth
Greenwood Village,
Colorado
|
$563K
|
–
|
–
|
–
|
|
|
358
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$552K
|
-$5.24K
|
-104
|
-0.9%
|
|
|
359
|
US Bancorp
Minneapolis,
Minnesota
|
$551K
|
-$341K
|
-6,766
|
-38%
|
|
|
360
|
Perennial Investment Advisors
Los Angeles,
California
|
$551K
|
+$193K
|
+3,834
|
+54%
|
|
|
361
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$540K
|
+$65.1K
|
+1,293
|
+14%
|
|
|
362
|
Community Bank
Dewitt,
New York
|
$535K
|
+$11.8K
|
+235
|
+2%
|
|
|
363
|
Park Edge Advisors
Cleveland,
Ohio
|
$524K
|
-$7.52M
|
-149,308
|
-93%
|
|
|
364
|
Revisor Wealth Management
Akron,
Ohio
|
$519K
|
-$3.12K
|
-62
|
-0.6%
|
|
|
365
|
ASB Consultores
Aventura,
Florida
|
$519K
|
+$521K
|
+10,335
|
New
|
|
|
366
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$518K
|
+$520K
|
+10,316
|
New
|
|
|
367
|
Tucker Asset Management
Littleton,
Colorado
|
$510K
|
–
|
–
|
–
|
|
|
368
|
Savvy Advisors Inc
New York
|
$505K
|
+$506K
|
+10,046
|
New
|
|
|
369
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$502K
|
–
|
–
|
–
|
|
|
370
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$502K
|
+$504K
|
+10,000
|
New
|
|
|
371
|
Pathstone Holdings
Englewood,
New Jersey
|
$501K
|
+$502K
|
+9,971
|
New
|
|
|
372
|
Vontobel Holding
Zurich,
Switzerland
|
$500K
|
–
|
–
|
–
|
|
|
373
|
Delos Wealth Advisors
Dallas,
Texas
|
$498K
|
–
|
–
|
–
|
|
|
374
|
Significant Wealth Partners
Cary,
Illinois
|
$498K
|
+$499K
|
+9,914
|
New
|
|
|
375
|
TrinityPoint Wealth
Milford,
Connecticut
|
$498K
|
-$9.42K
|
-187
|
-2%
|
|
