|
676
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$311K
|
–
|
–
|
–
|
|
|
677
|
Lion Street Advisors
Austin,
Texas
|
$308K
|
+$307K
|
+2,343
|
New
|
|
|
678
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$304K
|
-$3.4K
|
-26
|
-1%
|
|
|
679
|
GeoWealth Management
Chicago,
Illinois
|
$299K
|
-$65.5K
|
-500
|
-18%
|
|
|
680
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$297K
|
–
|
–
|
–
|
|
|
681
|
Ascent Group
Virginia Beach,
Virginia
|
$297K
|
+$296K
|
+2,262
|
New
|
|
|
682
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$291K
|
+$75.2K
|
+574
|
+35%
|
|
|
683
|
Mission Wealth Management
Santa Barbara,
California
|
$290K
|
-$4.84K
|
-37
|
-2%
|
|
|
684
|
Conning Inc
Hartford,
Connecticut
|
$289K
|
-$7.59K
|
-58
|
-3%
|
|
|
685
|
Petros Family Wealth
Bloomington,
Minnesota
|
$288K
|
+$288K
|
+2,197
|
New
|
|
|
686
|
Penserra Capital Management
Orinda,
California
|
$287K
|
+$96.4K
|
+736
|
+51%
|
|
|
687
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$280K
|
+$35.9K
|
+274
|
+15%
|
|
|
688
|
WCM Investment Management
Laguna Beach,
California
|
$280K
|
+$47.9K
|
+366
|
+21%
|
|
|
689
|
Valeo Financial Advisors
Carmel,
Indiana
|
$280K
|
+$22K
|
+168
|
+9%
|
|
|
690
|
Wealthspire Advisors (New York)
New York
|
$279K
|
+$63.2K
|
+483
|
+29%
|
|
|
691
|
Cooper Financial Group
Irvine,
California
|
$278K
|
-$5.11K
|
-39
|
-2%
|
|
|
692
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$275K
|
+$23.2K
|
+177
|
+9%
|
|
|
693
|
Marcum Wealth
Cleveland,
Ohio
|
$273K
|
+$2.1K
|
+16
|
+0.8%
|
|
|
694
|
Integrated Advisors Network
Dallas,
Texas
|
$271K
|
-$524
|
-4
|
-0.2%
|
|
|
695
|
Trillium Asset Management
Boston,
Massachusetts
|
$270K
|
-$15.8K
|
-121
|
-6%
|
|
|
696
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$270K
|
–
|
–
|
–
|
|
|
697
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$270K
|
+$3.93K
|
+30
|
+1%
|
|
|
698
|
Iconiq Capital
San Francisco,
California
|
$268K
|
+$268K
|
+2,045
|
New
|
|
|
699
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$268K
|
–
|
–
|
–
|
|
|
700
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$268K
|
–
|
–
|
–
|
|
