|
876
|
Welch Financial Planning
Boulder,
Colorado
|
$387K
|
–
|
–
|
–
|
|
|
877
|
Twin Tree Management
Dallas,
Texas
|
$387K
|
+$186K
|
+469
|
+87%
|
|
|
878
|
SharpePoint
Phoenix,
Arizona
|
$386K
|
-$2.78K
|
-7
|
-0.7%
|
|
|
879
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$386K
|
+$84.2K
|
+212
|
+27%
|
|
|
880
|
Carr Financial Group
Worcester,
Massachusetts
|
$386K
|
+$108K
|
+271
|
+37%
|
|
|
881
|
Charles Schwab Trust
Henderson,
Nevada
|
$383K
|
–
|
–
|
–
|
|
|
882
|
Gruss & Co
West Palm Beach,
Florida
|
$383K
|
–
|
–
|
–
|
|
|
883
|
Fifth Lane Capital
Austin,
Texas
|
$383K
|
+$397K
|
+1,000
|
New
|
|
|
884
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$380K
|
–
|
–
|
–
|
|
|
885
|
Avantax Planning Partners
Dubuque,
Iowa
|
$379K
|
+$393K
|
+989
|
New
|
|
|
886
|
Semus Wealth Partners
Boca Raton,
Florida
|
$379K
|
-$11.9K
|
-30
|
-3%
|
|
|
887
|
Caxton Associates (UK)
London,
|
$378K
|
-$1.19M
|
-3,006
|
-75%
|
|
|
888
|
Strive Financial Group
Carmel,
Indiana
|
$378K
|
-$794
|
-2
|
-0.2%
|
|
|
889
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$377K
|
+$390K
|
+983
|
New
|
|
|
890
|
Bosman Wealth Management
Redlands,
California
|
$372K
|
-$3.97K
|
-10
|
-1%
|
|
|
891
|
Kanawha Capital Management
Richmond,
Virginia
|
$372K
|
–
|
–
|
–
|
|
|
892
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$368K
|
–
|
–
|
–
|
|
|
893
|
Instrumental Wealth
Tampa,
Florida
|
$368K
|
+$4.76K
|
+12
|
+1%
|
|
|
894
|
Stiles Financial Services
Edina,
Minnesota
|
$368K
|
+$45.3K
|
+114
|
+13%
|
|
|
895
|
BXM Wealth
Englewood,
Colorado
|
$367K
|
+$40.9K
|
+103
|
+12%
|
|
|
896
|
KeyBank National Association
Cleveland,
Ohio
|
$366K
|
+$103K
|
+260
|
+37%
|
|
|
897
|
EdgeRock Capital
Denver,
Colorado
|
$366K
|
-$85.4K
|
-215
|
-18%
|
|
|
898
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$364K
|
+$146K
|
+367
|
+63%
|
|
|
899
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$361K
|
+$17.1K
|
+43
|
+5%
|
|
|
900
|
Coldstream Capital Management
Bellevue,
Washington
|
$360K
|
+$373K
|
+939
|
New
|
|
