|
201
|
US Bancorp
Minneapolis,
Minnesota
|
$855K
|
-$436K
|
-8,603
|
-34%
|
|
|
202
|
Asset Dedication LLC
San Francisco,
California
|
$845K
|
-$557
|
-11
|
-0.1%
|
|
|
203
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$824K
|
-$22.5K
|
-443
|
-3%
|
|
|
204
|
Belpointe Asset Management
Reno,
Nevada
|
$792K
|
-$92.7K
|
-1,830
|
-11%
|
|
|
205
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$792K
|
+$772K
|
+15,229
|
New
|
|
|
206
|
Gilbert & Cook
West Des Moines,
Iowa
|
$762K
|
+$61.1K
|
+1,205
|
+9%
|
|
|
207
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$761K
|
+$742K
|
+14,638
|
New
|
|
|
208
|
Client First Capital
San Diego,
California
|
$752K
|
–
|
–
|
–
|
|
|
209
|
Telos Capital Management
San Diego,
California
|
$750K
|
-$23.2K
|
-458
|
-3%
|
|
|
210
|
Norway Savings Bank
Portland,
Maine
|
$733K
|
+$481K
|
+9,485
|
+206%
|
|
|
211
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$732K
|
+$73.5K
|
+1,450
|
+11%
|
|
|
212
|
Strategic Wealth Partners
Independence,
Ohio
|
$731K
|
+$124K
|
+2,447
|
+21%
|
|
|
213
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$729K
|
–
|
–
|
–
|
|
|
214
|
Courier Capital
Buffalo,
New York
|
$716K
|
+$698K
|
+13,771
|
New
|
|
|
215
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$697K
|
-$131K
|
-2,578
|
-16%
|
|
|
216
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$686K
|
+$3.4K
|
+67
|
+0.5%
|
|
|
217
|
Campion Asset Management
Falls Church,
Virginia
|
$683K
|
+$25.3K
|
+500
|
+4%
|
|
|
218
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$682K
|
-$23.1K
|
-456
|
-3%
|
|
|
219
|
Avidian Wealth Enterprises
Houston,
Texas
|
$676K
|
-$42.5K
|
-839
|
-6%
|
|
|
220
|
Brown Advisory
Baltimore,
Maryland
|
$675K
|
+$262K
|
+5,163
|
+66%
|
|
|
221
|
Elevated Capital Advisors
Sandy,
Utah
|
$673K
|
-$16.2K
|
-320
|
-2%
|
|
|
222
|
Apella Capital
West Hartford,
Connecticut
|
$632K
|
+$616K
|
+12,160
|
New
|
|
|
223
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$630K
|
+$40.9K
|
+808
|
+7%
|
|
|
224
|
Cardiff Park Advisors
Carlsbad,
California
|
$629K
|
+$456
|
+9
|
+0.1%
|
|
|
225
|
GeoWealth Management
Chicago,
Illinois
|
$625K
|
-$8.87K
|
-175
|
-1%
|
|
