|
1001
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$320K
|
+$174K
|
+3,629
|
+142%
|
|
|
1002
|
Pure Financial Advisors
San Diego,
California
|
$319K
|
-$13.3K
|
-277
|
-4%
|
|
|
1003
|
Financial Engines Advisors
Santa Clara,
California
|
$318K
|
-$56.5K
|
-1,174
|
-16%
|
|
|
1004
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$317K
|
+$75.5K
|
+1,570
|
+34%
|
|
|
1005
|
Wealthspire Advisors (New York)
New York
|
$314K
|
+$292K
|
+6,082
|
New
|
|
|
1006
|
IRON Financial
Northbrook,
Illinois
|
$313K
|
+$7.69K
|
+160
|
+3%
|
|
|
1007
|
Royal Fund Management
Lady Lake,
Florida
|
$313K
|
+$292K
|
+6,070
|
New
|
|
|
1008
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$312K
|
–
|
–
|
–
|
|
|
1009
|
Kaizen Financial Strategies
Campbell,
California
|
$312K
|
+$290K
|
+6,041
|
New
|
|
|
1010
|
ArchPoint Investors
Coral Gables,
Florida
|
$310K
|
–
|
–
|
–
|
|
|
1011
|
Context Capital Management
Lajolla,
California
|
$310K
|
+$289K
|
+6,000
|
New
|
|
|
1012
|
Brown Advisory Securities
Baltimore,
Maryland
|
$309K
|
+$4.13K
|
+86
|
+1%
|
|
|
1013
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$307K
|
-$1.2K
|
-25
|
-0.4%
|
|
|
1014
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$305K
|
-$107K
|
-2,225
|
-27%
|
|
|
1015
|
|
$304K
|
–
|
–
|
–
|
|
|
1016
|
Calamos Wealth Management
Naperville,
Illinois
|
$303K
|
+$282K
|
+5,861
|
New
|
|
|
1017
|
BTC Capital Management
Des Moines,
Iowa
|
$302K
|
–
|
–
|
–
|
|
|
1018
|
R.M. Davis Inc
Portland,
Maine
|
$302K
|
+$29.5K
|
+613
|
+12%
|
|
|
1019
|
|
$300K
|
-$6.59K
|
-137
|
-3%
|
|
|
1020
|
CVA Family Office
Denver,
Colorado
|
$300K
|
–
|
–
|
–
|
|
|
1021
|
Graypoint LLC
Albany,
New York
|
$300K
|
–
|
–
|
–
|
|
|
1022
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$300K
|
+$721
|
+15
|
+0.3%
|
|
|
1023
|
Elk River Wealth Management
Denver,
Colorado
|
$299K
|
+$278K
|
+5,780
|
New
|
|
|
1024
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$295K
|
-$2.69K
|
-56
|
-1%
|
|
|
1025
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
