|
301
|
Spirepoint Private Client
Vero Beach,
Florida
|
$411K
|
+$92.8K
|
+432
|
+27%
|
|
|
302
|
First Bank & Trust
Brookings,
South Dakota
|
$410K
|
–
|
–
|
–
|
|
|
303
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$409K
|
+$40.4K
|
+188
|
+10%
|
|
|
304
|
Diametric Capital
Boston,
Massachusetts
|
$396K
|
-$174K
|
-810
|
-29%
|
|
|
305
|
Summitry LLC
Foster City,
California
|
$392K
|
+$430
|
+2
|
+0.1%
|
|
|
306
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$392K
|
+$421K
|
+1,960
|
New
|
|
|
307
|
Allspring Global Investments
Charlotte,
North Carolina
|
$390K
|
+$34.8K
|
+162
|
+9%
|
|
|
308
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$388K
|
-$107K
|
-500
|
-20%
|
|
|
309
|
Journey Strategic Wealth
Summit,
New Jersey
|
$382K
|
+$7.3K
|
+34
|
+2%
|
|
|
310
|
Citadel Advisors
Miami,
Florida
|
$381K
|
+$409K
|
+1,905
|
New
|
|
|
311
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$376K
|
+$405K
|
+1,883
|
New
|
|
|
312
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$363K
|
+$390K
|
+1,817
|
New
|
|
|
313
|
TIAA-CREF Individual & Institutional Services
New York
|
$361K
|
+$388K
|
+1,805
|
New
|
|
|
314
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$360K
|
+$102K
|
+475
|
+36%
|
|
|
315
|
Optimize Financial
Laguna Hills,
California
|
$343K
|
+$369K
|
+1,716
|
New
|
|
|
316
|
Shelton Capital Management
Denver,
Colorado
|
$342K
|
+$367K
|
+1,710
|
New
|
|
|
317
|
Concurrent Investment Advisors
Tampa,
Florida
|
$338K
|
+$52K
|
+242
|
+17%
|
|
|
318
|
Creative Financial Designs
Kokomo,
Indiana
|
$336K
|
+$38K
|
+177
|
+12%
|
|
|
319
|
Vident Advisory
Alpharetta,
Georgia
|
$333K
|
+$357K
|
+1,664
|
New
|
|
|
320
|
Intrust Bank
Wichita,
Kansas
|
$330K
|
-$2.58K
|
-12
|
-0.7%
|
|
|
321
|
Atomi Financial Group
New York
|
$325K
|
+$14.4K
|
+67
|
+4%
|
|
|
322
|
D.J. St. Germain
Springfield,
Massachusetts
|
$325K
|
–
|
–
|
–
|
|
|
323
|
Choreo LLC
Rockford,
Illinois
|
$323K
|
-$17.4K
|
-81
|
-5%
|
|
|
324
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$320K
|
–
|
–
|
–
|
|
|
325
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$316K
|
+$339K
|
+1,579
|
New
|
|
