|
501
|
tru Independence
Portland,
Oregon
|
$284K
|
–
|
–
|
–
|
|
|
502
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$283K
|
–
|
–
|
–
|
|
|
503
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$276K
|
–
|
–
|
–
|
|
|
504
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$276K
|
-$32.7K
|
-538
|
-12%
|
|
|
505
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$275K
|
–
|
–
|
–
|
|
|
506
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$270K
|
–
|
–
|
–
|
|
|
507
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$270K
|
-$62.7K
|
-1,031
|
-20%
|
|
|
508
|
Chilton Capital Management
Houston,
Texas
|
$269K
|
–
|
–
|
–
|
|
|
509
|
McDaniel Terry & Co
Austin,
Texas
|
$269K
|
+$242K
|
+3,987
|
New
|
|
|
510
|
Balentine LLC
Atlanta,
Georgia
|
$262K
|
-$62.6K
|
-1,029
|
-21%
|
|
|
511
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$261K
|
-$18.5K
|
-304
|
-7%
|
|
|
512
|
Penserra Capital Management
Orinda,
California
|
$259K
|
-$121K
|
-1,984
|
-34%
|
|
|
513
|
Cozad Asset Management
Champaign,
Illinois
|
$258K
|
–
|
–
|
–
|
|
|
514
|
GAMCO Investors
Greenwich,
Connecticut
|
$255K
|
-$4.26M
|
-70,030
|
-95%
|
|
|
515
|
Veracity Capital
Atlanta,
Georgia
|
$252K
|
+$12K
|
+197
|
+6%
|
|
|
516
|
Bessemer Group
Woodbridge,
New Jersey
|
$251K
|
+$32.7K
|
+538
|
+17%
|
|
|
517
|
9258 Wealth Management
Blue Ash,
Ohio
|
$247K
|
+$182
|
+3
|
+0.1%
|
|
|
518
|
NorthRock Partners
Minneapolis,
Minnesota
|
$246K
|
+$730
|
+12
|
+0.3%
|
|
|
519
|
Latitude Advisors
Vero Beach,
Florida
|
$243K
|
–
|
–
|
–
|
|
|
520
|
Great Diamond Partners
Portland,
Maine
|
$242K
|
-$243
|
-4
|
-0.1%
|
|
|
521
|
NBT Bank
Norwich,
New York
|
$241K
|
–
|
–
|
–
|
|
|
522
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$241K
|
–
|
–
|
–
|
|
|
523
|
Clarity Financial
Houston,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
524
|
Baron Wealth Management
Troy,
Michigan
|
$240K
|
-$6.63K
|
-109
|
-3%
|
|
|
525
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$238K
|
–
|
–
|
–
|
|
