|
801
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$256K
|
+$251K
|
+3,642
|
New
|
|
|
802
|
Parallel Advisors
San Francisco,
California
|
$256K
|
-$109K
|
-1,576
|
-30%
|
|
|
803
|
Welch Group
Birmingham,
Alabama
|
$256K
|
–
|
–
|
–
|
|
|
804
|
Encompass Wealth Advisors
Portland,
Oregon
|
$254K
|
–
|
–
|
–
|
|
|
805
|
IFP Advisors
Tampa,
Florida
|
$252K
|
-$257K
|
-3,732
|
-34%
|
|
|
806
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$252K
|
–
|
–
|
–
|
|
|
807
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
808
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$248K
|
+$243K
|
+3,528
|
New
|
|
|
809
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$248K
|
-$35.9K
|
-521
|
-13%
|
|
|
810
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$247K
|
+$242K
|
+3,520
|
New
|
|
|
811
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$246K
|
–
|
–
|
–
|
|
|
812
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$246K
|
+$241K
|
+3,495
|
New
|
|
|
813
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$245K
|
–
|
–
|
–
|
|
|
814
|
Financial Advocates Investment Management
Olympia,
Washington
|
$244K
|
-$113K
|
-1,641
|
-32%
|
|
|
815
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$243K
|
+$238K
|
+3,454
|
New
|
|
|
816
|
Alpha Family Trust
Los Angeles,
California
|
$242K
|
+$237K
|
+3,445
|
New
|
|
|
817
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$241K
|
+$1.86K
|
+27
|
+0.8%
|
|
|
818
|
Pinnacle Associates
New York
|
$241K
|
-$25.7K
|
-373
|
-10%
|
|
|
819
|
First Horizon Advisors
Memphis,
Tennessee
|
$241K
|
-$14.9K
|
-216
|
-6%
|
|
|
820
|
Claro Advisors
Boston,
Massachusetts
|
$241K
|
+$236K
|
+3,427
|
New
|
|
|
821
|
Bouchey Financial Group
Troy,
New York
|
$239K
|
–
|
–
|
–
|
|
|
822
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
823
|
Hamilton Capital
Columbus,
Ohio
|
$239K
|
+$234K
|
+3,400
|
New
|
|
|
824
|
Freedom Investment Management
Hartford,
Connecticut
|
$237K
|
-$28.5K
|
-414
|
-11%
|
|
|
825
|
Legacy Financial Advisors
Covington,
Kentucky
|
$236K
|
-$2.07K
|
-30
|
-0.9%
|
|
