|
501
|
Kraft Asset Management
Nashville,
Tennessee
|
$334K
|
+$64.4K
|
+2,085
|
+24%
|
|
|
502
|
Burney Company
Reston,
Virginia
|
$327K
|
–
|
–
|
–
|
|
|
503
|
Well Done LLC
Holland,
Michigan
|
$327K
|
–
|
–
|
–
|
|
|
504
|
Clear Investment Research
Alpharetta,
Georgia
|
$321K
|
-$23.3K
|
-754
|
-7%
|
|
|
505
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$317K
|
+$34.1K
|
+1,106
|
+12%
|
|
|
506
|
AlphaCore Capital
La Jolla,
California
|
$316K
|
+$312K
|
+10,115
|
New
|
|
|
507
|
Vawter Financial
Columbus,
Ohio
|
$301K
|
-$70.1K
|
-2,272
|
-19%
|
|
|
508
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$295K
|
+$28.1K
|
+910
|
+11%
|
|
|
509
|
RS Crum Inc
Newport Beach,
California
|
$290K
|
-$21.7K
|
-702
|
-7%
|
|
|
510
|
Axxcess Wealth Management
Carlsbad,
California
|
$288K
|
+$285K
|
+9,231
|
New
|
|
|
511
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$288K
|
–
|
–
|
–
|
|
|
512
|
Optivise Advisory Services
Franklin,
Tennessee
|
$287K
|
–
|
–
|
–
|
|
|
513
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$286K
|
+$283K
|
+9,155
|
New
|
|
|
514
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$282K
|
–
|
–
|
–
|
|
|
515
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$277K
|
+$274K
|
+8,880
|
New
|
|
|
516
|
KM Capital Management
Austin,
Texas
|
$272K
|
+$269K
|
+8,700
|
New
|
|
|
517
|
K2 Financial
Glendora,
California
|
$270K
|
+$6.48K
|
+210
|
+2%
|
|
|
518
|
Harbour Investments
Madison,
Wisconsin
|
$267K
|
-$650K
|
-21,043
|
-71%
|
|
|
519
|
Dixon Fnancial Services
Lafayette,
California
|
$266K
|
+$9.51K
|
+308
|
+4%
|
|
|
520
|
BluePointe Capital Management
Menlo Park,
California
|
$264K
|
+$261K
|
+8,442
|
New
|
|
|
521
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$262K
|
–
|
–
|
–
|
|
|
522
|
Geneos Wealth Management
Englewood,
Colorado
|
$260K
|
+$199K
|
+6,437
|
+339%
|
|
|
523
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$256K
|
-$94.8K
|
-3,072
|
-27%
|
|
|
524
|
Essex Financial Services
Essex,
Connecticut
|
$254K
|
–
|
–
|
–
|
|
|
525
|
Satovsky Asset Management
New York
|
$254K
|
+$772
|
+25
|
+0.3%
|
|
