|
801
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$265K
|
-$59.3K
|
-82
|
-18%
|
|
|
802
|
Forum Financial Management
Lombard,
Illinois
|
$262K
|
+$14.5K
|
+20
|
+6%
|
|
|
803
|
Adero Partners
Pleasanton,
California
|
$262K
|
+$88.9K
|
+123
|
+48%
|
|
|
804
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$261K
|
+$20.2K
|
+28
|
+8%
|
|
|
805
|
Vicus Capital
State College,
Pennsylvania
|
$257K
|
+$268K
|
+371
|
New
|
|
|
806
|
Choreo LLC
Rockford,
Illinois
|
$256K
|
+$268K
|
+370
|
New
|
|
|
807
|
Douglass Winthrop Advisors
New York
|
$255K
|
+$266K
|
+368
|
New
|
|
|
808
|
|
$252K
|
+$263K
|
+364
|
New
|
|
|
809
|
Crestone Asset Management
Boulder,
Colorado
|
$245K
|
+$256K
|
+354
|
New
|
|
|
810
|
PFG Advisors
Phoenix,
Arizona
|
$244K
|
-$2.89K
|
-4
|
-1%
|
|
|
811
|
Astoria Portfolio Advisors
New York
|
$244K
|
+$34.7K
|
+48
|
+16%
|
|
|
812
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$241K
|
-$7.96K
|
-11
|
-3%
|
|
|
813
|
Empirical Wealth Management
Seattle,
Washington
|
$241K
|
-$70.9K
|
-98
|
-22%
|
|
|
814
|
|
$239K
|
-$10.8K
|
-15
|
-4%
|
|
|
815
|
Belpointe Asset Management
Reno,
Nevada
|
$237K
|
+$248K
|
+343
|
New
|
|
|
816
|
Verus Capital Partners
Scottsdale,
Arizona
|
$235K
|
+$54.2K
|
+75
|
+28%
|
|
|
817
|
Boltwood Capital Management
Walnut Creek,
California
|
$232K
|
–
|
–
|
–
|
|
|
818
|
Copperwynd Financial
Scottsdale,
Arizona
|
$232K
|
-$6.51K
|
-9
|
-3%
|
|
|
819
|
|
$231K
|
+$34.7K
|
+48
|
+17%
|
|
|
820
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$228K
|
–
|
–
|
–
|
|
|
821
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$226K
|
-$898K
|
-1,242
|
-79%
|
|
|
822
|
Quintet Private Bank (Europe)
Luxembourg
|
$225K
|
+$236K
|
+326
|
New
|
|
|
823
|
Global Retirement Partners
San Rafael,
California
|
$225K
|
+$7.96K
|
+11
|
+4%
|
|
|
824
|
Bath Savings Trust
Bath,
Maine
|
$225K
|
+$235K
|
+325
|
New
|
|
|
825
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$225K
|
+$235K
|
+325
|
New
|
|
