|
3526
|
Waypoint Wealth Partners
Mill Valley,
California
|
$269K
|
+$50.7K
|
+320
|
+23%
|
|
|
3527
|
Clear Investment Research
Alpharetta,
Georgia
|
$266K
|
-$15.9K
|
-100
|
-5%
|
|
|
3528
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$266K
|
+$273K
|
+1,720
|
New
|
|
|
3529
|
Ceera Investments
Bellaire,
Texas
|
$266K
|
+$273K
|
+1,720
|
New
|
|
|
3530
|
GeoWealth Management
Chicago,
Illinois
|
$262K
|
-$301K
|
-1,900
|
-53%
|
|
|
3531
|
Barnett & Company
Chattanooga,
Tennessee
|
$260K
|
-$72.9K
|
-460
|
-21%
|
|
|
3532
|
Sage Financial Management Group
Mclean,
Virginia
|
$260K
|
–
|
–
|
–
|
|
|
3533
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$260K
|
–
|
–
|
–
|
|
|
3534
|
MV Capital Management
Bethesda,
Maryland
|
$260K
|
+$28.5K
|
+180
|
+12%
|
|
|
3535
|
Front Street Capital Management
Missoula,
Montana
|
$260K
|
+$47.6K
|
+300
|
+22%
|
|
|
3536
|
Three Peaks Capital Management
Castle Rock,
Colorado
|
$257K
|
–
|
–
|
–
|
|
|
3537
|
Dynamic Technology Lab
Singapore
|
$257K
|
+$263K
|
+1,660
|
New
|
|
|
3538
|
Resolute Advisors
San Francisco,
California
|
$257K
|
+$317K
|
+2,000
|
+1,250%
|
|
|
3539
|
R.W. Roge & Company
Bohemia,
New York
|
$254K
|
–
|
–
|
–
|
|
|
3540
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$253K
|
+$6.34K
|
+40
|
+3%
|
|
|
3541
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$251K
|
-$15.9K
|
-100
|
-6%
|
|
|
3542
|
Boston Partners
Boston,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
3543
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$251K
|
–
|
–
|
–
|
|
|
3544
|
Summit Financial
Parsippany,
New Jersey
|
$251K
|
–
|
–
|
–
|
|
|
3545
|
Marotta Asset Management
Charlottesville,
Virginia
|
$250K
|
+$3.17K
|
+20
|
+1%
|
|
|
3546
|
Client 1st Advisory Group
Dunedin,
Florida
|
$248K
|
-$53.9K
|
-340
|
-18%
|
|
|
3547
|
Harvey Investment Company
Louisville,
Kentucky
|
$248K
|
–
|
–
|
–
|
|
|
3548
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$248K
|
–
|
–
|
–
|
|
|
3549
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$248K
|
+$15.9K
|
+100
|
+7%
|
|
|
3550
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$248K
|
+$254K
|
+1,600
|
New
|
|
