|
526
|
Baker Avenue Asset Management
San Francisco,
California
|
$240K
|
-$207K
|
-4,063
|
-46%
|
|
|
527
|
Insigneo Advisory Services
Miami,
Florida
|
$239K
|
+$239K
|
+4,696
|
New
|
|
|
528
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$237K
|
–
|
–
|
–
|
|
|
529
|
Geneos Wealth Management
Englewood,
Colorado
|
$235K
|
-$34.9K
|
-686
|
-13%
|
|
|
530
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$234K
|
-$48.2K
|
-947
|
-17%
|
|
|
531
|
Tableaux
Stockbridge,
Massachusetts
|
$234K
|
-$45.3K
|
-889
|
-16%
|
|
|
532
|
Evolution Wealth Advisors
Aventura,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
533
|
Narus Financial Partners
Salt Lake City,
Utah
|
$230K
|
+$15.3K
|
+300
|
+7%
|
|
|
534
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$229K
|
–
|
–
|
–
|
|
|
535
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$227K
|
-$4.33K
|
-85
|
-2%
|
|
|
536
|
|
$227K
|
-$185K
|
-3,630
|
-45%
|
|
|
537
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$226K
|
-$67.8K
|
-1,331
|
-23%
|
|
|
538
|
Investment Advisory Group
Hanover,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
539
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$224K
|
-$560
|
-11
|
-0.2%
|
|
|
540
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$223K
|
+$223K
|
+4,381
|
New
|
|
|
541
|
Breakwater Capital Group
Paramus,
New Jersey
|
$222K
|
-$40.3K
|
-792
|
-15%
|
|
|
542
|
Powell Investment Advisors
Miami,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
543
|
Continuum Advisory
Eagle,
Idaho
|
$220K
|
-$19.5K
|
-382
|
-8%
|
|
|
544
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$215K
|
-$68.5K
|
-1,345
|
-24%
|
|
|
545
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$212K
|
+$212K
|
+4,167
|
New
|
|
|
546
|
EP Wealth Advisors
Torrance,
California
|
$211K
|
-$209K
|
-4,110
|
-50%
|
|
|
547
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$211K
|
-$15.7K
|
-308
|
-7%
|
|
|
548
|
Exchange Bank
Santa Rosa,
California
|
$210K
|
+$2.6K
|
+51
|
+1%
|
|
|
549
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$209K
|
–
|
–
|
–
|
|
|
550
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$206K
|
+$206K
|
+4,044
|
New
|
|
