|
201
|
US Bancorp
Minneapolis,
Minnesota
|
$889K
|
-$274K
|
-9,375
|
-24%
|
|
|
202
|
L.J. Altfest & Co
New York
|
$881K
|
-$545K
|
-18,690
|
-38%
|
|
|
203
|
Perennial Advisors
New York
|
$879K
|
+$876K
|
+30,000
|
New
|
|
|
204
|
Patron Partners
Houston,
Texas
|
$877K
|
-$593K
|
-20,327
|
-40%
|
|
|
205
|
Aspire Private Capital
Cornelius,
North Carolina
|
$873K
|
+$2.63K
|
+90
|
+0.3%
|
|
|
206
|
Concurrent Investment Advisors
Tampa,
Florida
|
$861K
|
+$45.5K
|
+1,558
|
+6%
|
|
|
207
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$849K
|
+$75.9K
|
+2,600
|
+10%
|
|
|
208
|
TCFG Wealth Management
Laguna Niguel,
California
|
$841K
|
-$464K
|
-15,899
|
-36%
|
|
|
209
|
Savant Capital
Rockford,
Illinois
|
$841K
|
-$259K
|
-8,867
|
-24%
|
|
|
210
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$837K
|
–
|
–
|
–
|
|
|
211
|
Kestra Private Wealth Services
Austin,
Texas
|
$827K
|
+$546K
|
+18,691
|
+196%
|
|
|
212
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$819K
|
-$455K
|
-15,575
|
-36%
|
|
|
213
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$818K
|
+$285K
|
+9,778
|
+54%
|
|
|
214
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$812K
|
+$809K
|
+27,718
|
New
|
|
|
215
|
|
$804K
|
+$19.1K
|
+653
|
+2%
|
|
|
216
|
Blalock Williams
Alexander City,
Alabama
|
$794K
|
+$791K
|
+27,104
|
New
|
|
|
217
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$787K
|
-$3.94K
|
-135
|
-0.5%
|
|
|
218
|
Congress Wealth Management
Boston,
Massachusetts
|
$785K
|
+$455K
|
+15,596
|
+139%
|
|
|
219
|
Paladin Wealth
Arden Hills,
Minnesota
|
$780K
|
-$63.6K
|
-2,180
|
-8%
|
|
|
220
|
Maia Wealth
Denver,
Colorado
|
$777K
|
-$11.8K
|
-406
|
-2%
|
|
|
221
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$775K
|
-$5.05K
|
-173
|
-0.6%
|
|
|
222
|
Breakwater Investment Management
Seattle,
Washington
|
$774K
|
-$8.55K
|
-293
|
-1%
|
|
|
223
|
Transatlantique Private Wealth
New York
|
$760K
|
-$211K
|
-7,242
|
-22%
|
|
|
224
|
Perigon Wealth Management
San Francisco,
California
|
$757K
|
+$201K
|
+6,891
|
+36%
|
|
|
225
|
Ascent Group
Virginia Beach,
Virginia
|
$732K
|
+$285K
|
+9,780
|
+64%
|
|
