|
851
|
Core Wealth Partners
Santa Rosa,
California
|
$295K
|
–
|
–
|
–
|
|
|
852
|
Lazard Asset Management
New York
|
$295K
|
+$64.6K
|
+3,703
|
+29%
|
|
|
853
|
Krilogy Financial
St. Louis,
Missouri
|
$295K
|
+$284K
|
+16,270
|
New
|
|
|
854
|
Probity Advisors
Dallas,
Texas
|
$294K
|
+$59.3K
|
+3,401
|
+27%
|
|
|
855
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$294K
|
-$72.2K
|
-4,140
|
-20%
|
|
|
856
|
Sittner & Nelson
Eugene,
Oregon
|
$292K
|
–
|
–
|
–
|
|
|
857
|
TrueWealth Advisors
Birmingham,
Alabama
|
$291K
|
-$54.9K
|
-3,144
|
-16%
|
|
|
858
|
Consilium Wealth Advisory
Richardson,
Texas
|
$290K
|
–
|
–
|
–
|
|
|
859
|
SpringVest Wealth Management
Dallas,
Texas
|
$289K
|
+$278K
|
+15,917
|
New
|
|
|
860
|
Fulcrum Asset Management
London,
United Kingdom
|
$288K
|
+$277K
|
+15,886
|
New
|
|
|
861
|
Koshinski Asset Management
Decatur,
Illinois
|
$288K
|
+$6.21K
|
+356
|
+2%
|
|
|
862
|
Disciplined Investors
Waco,
Texas
|
$287K
|
+$2.02K
|
+116
|
+0.7%
|
|
|
863
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$286K
|
+$4.9K
|
+281
|
+2%
|
|
|
864
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$284K
|
+$56K
|
+3,209
|
+26%
|
|
|
865
|
Wealth Alliance
Mellville,
New York
|
$284K
|
+$5.08K
|
+291
|
+2%
|
|
|
866
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$284K
|
-$14.2K
|
-811
|
-5%
|
|
|
867
|
Red Door Wealth Management
Memphis,
Tennessee
|
$283K
|
+$272K
|
+15,605
|
New
|
|
|
868
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$283K
|
+$272K
|
+15,600
|
New
|
|
|
869
|
Westwood Wealth Management
Los Angeles,
California
|
$281K
|
-$33.2K
|
-1,900
|
-11%
|
|
|
870
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$281K
|
+$34.9K
|
+2,000
|
+15%
|
|
|
871
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$280K
|
+$43.6K
|
+2,500
|
+19%
|
|
|
872
|
Symmetry Partners
Glastonbury,
Connecticut
|
$280K
|
–
|
–
|
–
|
|
|
873
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$280K
|
+$11.9K
|
+684
|
+5%
|
|
|
874
|
Granite Group Advisors
Stamford,
Connecticut
|
$279K
|
–
|
–
|
–
|
|
|
875
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$279K
|
-$130K
|
-7,474
|
-33%
|
|
