|
801
|
Geneos Wealth Management
Englewood,
Colorado
|
$314K
|
+$54.5K
|
+677
|
+23%
|
|
|
802
|
Valeo Financial Advisors
Carmel,
Indiana
|
$313K
|
+$5.07K
|
+63
|
+2%
|
|
|
803
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$312K
|
+$293K
|
+3,637
|
New
|
|
|
804
|
Great Lakes Advisors
Chicago,
Illinois
|
$309K
|
+$6.92K
|
+86
|
+2%
|
|
|
805
|
Bard Financial Services
Branford,
Connecticut
|
$308K
|
–
|
–
|
–
|
|
|
806
|
Griffin Asset Management
New York
|
$307K
|
–
|
–
|
–
|
|
|
807
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$306K
|
-$627K
|
-7,793
|
-69%
|
|
|
808
|
Symmetry Partners
Glastonbury,
Connecticut
|
$304K
|
+$53.9K
|
+669
|
+23%
|
|
|
809
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$302K
|
+$40.9K
|
+508
|
+17%
|
|
|
810
|
Caprock Group
Boise,
Idaho
|
$299K
|
+$280K
|
+3,473
|
New
|
|
|
811
|
Clearstead Trust
Portland,
Maine
|
$298K
|
-$4.11K
|
-51
|
-1%
|
|
|
812
|
Marcum Wealth
Cleveland,
Ohio
|
$296K
|
-$4.67K
|
-58
|
-2%
|
|
|
813
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$294K
|
–
|
–
|
–
|
|
|
814
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$294K
|
+$37.4K
|
+465
|
+16%
|
|
|
815
|
Engine No 1 LLC
San Francisco,
California
|
$294K
|
+$59.6K
|
+741
|
+28%
|
|
|
816
|
Tompkins Financial
Ithaca,
New York
|
$293K
|
-$86K
|
-1,069
|
-24%
|
|
|
817
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$292K
|
+$2.82K
|
+35
|
+1%
|
|
|
818
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$292K
|
+$13.1K
|
+163
|
+5%
|
|
|
819
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$291K
|
-$8.13K
|
-101
|
-3%
|
|
|
820
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$290K
|
-$34.1K
|
-424
|
-11%
|
|
|
821
|
Dodge & Cox
San Francisco,
California
|
$290K
|
-$32.2K
|
-400
|
-11%
|
|
|
822
|
Carlson Capital Management
Northfield,
Minnesota
|
$290K
|
-$2.5K
|
-31
|
-0.9%
|
|
|
823
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$290K
|
–
|
–
|
–
|
|
|
824
|
RWA Wealth Partners
Newton,
Massachusetts
|
$290K
|
+$2.82K
|
+35
|
+1%
|
|
|
825
|
Western Wealth Management
Golden,
Colorado
|
$290K
|
+$274K
|
+3,399
|
New
|
|
