|
1001
|
Context Capital Management
Lajolla,
California
|
$320K
|
–
|
–
|
–
|
|
|
1002
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$319K
|
+$110K
|
+2,011
|
+51%
|
|
|
1003
|
Financial Engines Advisors
Santa Clara,
California
|
$318K
|
-$10.2K
|
-186
|
-3%
|
|
|
1004
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$318K
|
+$326K
|
+5,956
|
New
|
|
|
1005
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$317K
|
+$45.2K
|
+825
|
+16%
|
|
|
1006
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$316K
|
–
|
–
|
–
|
|
|
1007
|
Centaurus Financial
Anaheim,
California
|
$315K
|
-$1.47M
|
-26,920
|
-82%
|
|
|
1008
|
Calamos Wealth Management
Naperville,
Illinois
|
$313K
|
–
|
–
|
–
|
|
|
1009
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$313K
|
+$9.58K
|
+175
|
+3%
|
|
|
1010
|
BTC Capital Management
Des Moines,
Iowa
|
$311K
|
–
|
–
|
–
|
|
|
1011
|
Graypoint LLC
Albany,
New York
|
$311K
|
+$1.97K
|
+36
|
+0.6%
|
|
|
1012
|
CVA Family Office
Denver,
Colorado
|
$310K
|
–
|
–
|
–
|
|
|
1013
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$310K
|
+$110
|
+2
|
+0%
|
|
|
1014
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$310K
|
+$318K
|
+5,810
|
New
|
|
|
1015
|
Tiedemann Advisors
New York
|
$310K
|
+$318K
|
+5,817
|
New
|
|
|
1016
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
1017
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$304K
|
–
|
–
|
–
|
|
|
1018
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$303K
|
+$821
|
+15
|
+0.3%
|
|
|
1019
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
1020
|
Advisornet Financial
Minnetonka,
Minnesota
|
$302K
|
+$96.2K
|
+1,757
|
+45%
|
|
|
1021
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$301K
|
-$41.1K
|
-750
|
-12%
|
|
|
1022
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$299K
|
-$274K
|
-5,000
|
-47%
|
|
|
1023
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$298K
|
+$306K
|
+5,588
|
New
|
|
|
1024
|
Pure Financial Advisors
San Diego,
California
|
$297K
|
-$32.6K
|
-596
|
-10%
|
|
|
1025
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$297K
|
-$1.64K
|
-30
|
-0.5%
|
|
