|
401
|
EWG Elevate
Roseville,
California
|
$309K
|
+$49.5K
|
+2,046
|
+19%
|
|
|
402
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$308K
|
-$4.02K
|
-166
|
-1%
|
|
|
403
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$307K
|
+$304K
|
+12,574
|
New
|
|
|
404
|
Rock Point Advisors
Burlington,
Vermont
|
$305K
|
-$28.5K
|
-1,176
|
-9%
|
|
|
405
|
|
$305K
|
+$25.4K
|
+1,050
|
+9%
|
|
|
406
|
Signet Financial Management
Parsippany,
New Jersey
|
$303K
|
+$533
|
+22
|
+0.2%
|
|
|
407
|
Curi Wealth Management
Raleigh,
North Carolina
|
$303K
|
+$301K
|
+12,412
|
New
|
|
|
408
|
Bremer Bank National Association
St Paul,
Minnesota
|
$303K
|
-$242K
|
-9,998
|
-45%
|
|
|
409
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$300K
|
+$65.4K
|
+2,700
|
+28%
|
|
|
410
|
Latitude Advisors
Vero Beach,
Florida
|
$299K
|
+$1.5K
|
+62
|
+0.5%
|
|
|
411
|
Revisor Wealth Management
Akron,
Ohio
|
$297K
|
+$295K
|
+12,182
|
New
|
|
|
412
|
Zacks Investment Management
Chicago,
Illinois
|
$296K
|
-$162K
|
-6,682
|
-36%
|
|
|
413
|
Chilton Capital Management
Houston,
Texas
|
$294K
|
-$26.6K
|
-1,100
|
-8%
|
|
|
414
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$293K
|
+$291K
|
+12,022
|
New
|
|
|
415
|
Oppenheimer & Co
New York
|
$293K
|
-$1.03M
|
-42,726
|
-78%
|
|
|
416
|
Forum Financial Management
Lombard,
Illinois
|
$292K
|
+$63.4K
|
+2,616
|
+28%
|
|
|
417
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$289K
|
+$287K
|
+11,864
|
New
|
|
|
418
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$289K
|
+$287K
|
+11,864
|
New
|
|
|
419
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$287K
|
–
|
–
|
–
|
|
|
420
|
Pacific Wealth Management
San Diego,
California
|
$286K
|
-$336K
|
-13,860
|
-54%
|
|
|
421
|
Foster & Motley
Cincinnati,
Ohio
|
$283K
|
+$6.05K
|
+250
|
+2%
|
|
|
422
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$279K
|
+$145
|
+6
|
+0.1%
|
|
|
423
|
Sovereign Financial Group
Stamford,
Connecticut
|
$278K
|
–
|
–
|
–
|
|
|
424
|
Financial Advocates Investment Management
Olympia,
Washington
|
$278K
|
-$228K
|
-9,434
|
-45%
|
|
|
425
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$278K
|
+$48
|
+2
|
+0%
|
|
