|
801
|
Choreo LLC
Rockford,
Illinois
|
$414K
|
+$29.8K
|
+32
|
+9%
|
|
|
802
|
Avantax Planning Partners
Dubuque,
Iowa
|
$411K
|
–
|
–
|
–
|
|
|
803
|
CGN Advisors
Manhattan,
Kansas
|
$407K
|
–
|
–
|
–
|
|
|
804
|
Eastern Bank
Boston,
Massachusetts
|
$407K
|
–
|
–
|
–
|
|
|
805
|
Telos Capital Management
San Diego,
California
|
$407K
|
–
|
–
|
–
|
|
|
806
|
Theory Financial
Fort Collins,
Colorado
|
$407K
|
–
|
–
|
–
|
|
|
807
|
Trivium Point Advisory
Westport,
Connecticut
|
$407K
|
–
|
–
|
–
|
|
|
808
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$400K
|
+$366K
|
+393
|
New
|
|
|
809
|
Meridian Wealth Management
Lexington,
Kentucky
|
$398K
|
+$12.1K
|
+13
|
+3%
|
|
|
810
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$396K
|
+$363K
|
+389
|
New
|
|
|
811
|
HM Payson & Co
Portland,
Maine
|
$394K
|
–
|
–
|
–
|
|
|
812
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$391K
|
-$46.6K
|
-50
|
-12%
|
|
|
813
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$386K
|
+$41K
|
+44
|
+13%
|
|
|
814
|
Valeo Financial Advisors
Carmel,
Indiana
|
$385K
|
+$28K
|
+30
|
+8%
|
|
|
815
|
Trust Company of Toledo
Holland,
Ohio
|
$379K
|
+$348K
|
+373
|
New
|
|
|
816
|
Wintrust Investments
Chicago,
Illinois
|
$377K
|
–
|
–
|
–
|
|
|
817
|
Douglass Winthrop Advisors
New York
|
$374K
|
–
|
–
|
–
|
|
|
818
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$373K
|
+$160K
|
+172
|
+88%
|
|
|
819
|
PFG Advisors
Phoenix,
Arizona
|
$373K
|
+$30.8K
|
+33
|
+10%
|
|
|
820
|
|
$369K
|
+$7.46K
|
+8
|
+2%
|
|
|
821
|
Insight Folios
Charlotte,
North Carolina
|
$369K
|
-$136K
|
-146
|
-29%
|
|
|
822
|
Forum Financial Management
Lombard,
Illinois
|
$367K
|
+$2.8K
|
+3
|
+0.8%
|
|
|
823
|
Adero Partners
Pleasanton,
California
|
$367K
|
+$8.39K
|
+9
|
+3%
|
|
|
824
|
RDA Financial Network
Akron,
Iowa
|
$367K
|
+$336K
|
+360
|
New
|
|
|
825
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$364K
|
+$38.2K
|
+41
|
+13%
|
|
