|
826
|
9258 Wealth Management
Blue Ash,
Ohio
|
$303K
|
+$40.8K
|
+360
|
+16%
|
|
|
827
|
55I LLC
Boston,
Massachusetts
|
$303K
|
+$296K
|
+2,607
|
New
|
|
|
828
|
Jump Financial
Chicago,
Illinois
|
$298K
|
-$3M
|
-26,478
|
-91%
|
|
|
829
|
Diversified Trust
Memphis,
Tennessee
|
$298K
|
+$290K
|
+2,559
|
New
|
|
|
830
|
Boston Family Office
Boston,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
831
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$291K
|
+$3.52K
|
+31
|
+1%
|
|
|
832
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$291K
|
+$29.4K
|
+259
|
+12%
|
|
|
833
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$289K
|
+$9.64K
|
+85
|
+4%
|
|
|
834
|
KB Financial Partners
Princeton,
New Jersey
|
$288K
|
-$6.69K
|
-59
|
-2%
|
|
|
835
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$288K
|
+$52.5K
|
+463
|
+23%
|
|
|
836
|
Empirical Wealth Management
Seattle,
Washington
|
$287K
|
-$2.72K
|
-24
|
-1%
|
|
|
837
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$285K
|
–
|
–
|
–
|
|
|
838
|
Monument Capital Management
Alexandria,
Virginia
|
$285K
|
+$278K
|
+2,448
|
New
|
|
|
839
|
Essex Financial Services
Essex,
Connecticut
|
$283K
|
-$29.7K
|
-262
|
-10%
|
|
|
840
|
Lido Advisors
Los Angeles,
California
|
$278K
|
-$529K
|
-4,667
|
-66%
|
|
|
841
|
Cannell & Spears
New York
|
$278K
|
–
|
–
|
–
|
|
|
842
|
Global Retirement Partners
San Rafael,
California
|
$278K
|
–
|
–
|
–
|
|
|
843
|
Allred Capital Management
Dallas,
Texas
|
$276K
|
-$31.4K
|
-277
|
-10%
|
|
|
844
|
Putnam Investments
Boston,
Massachusetts
|
$276K
|
-$2.15K
|
-19
|
-0.8%
|
|
|
845
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$275K
|
+$268K
|
+2,363
|
New
|
|
|
846
|
Verus Capital Partners
Scottsdale,
Arizona
|
$273K
|
–
|
–
|
–
|
|
|
847
|
Cortland Associates
St Louis,
Missouri
|
$270K
|
–
|
–
|
–
|
|
|
848
|
FourThought Financial
Venice,
Florida
|
$269K
|
-$17.1K
|
-151
|
-6%
|
|
|
849
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$269K
|
+$1.02K
|
+9
|
+0.4%
|
|
|
850
|
Blue Trust Inc
Alpharetta,
Georgia
|
$268K
|
+$267K
|
+2,353
|
New
|
|
