|
801
|
TFB Advisors
Overland Park,
Kansas
|
$288K
|
+$56.5K
|
+646
|
+24%
|
|
|
802
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$288K
|
+$438
|
+5
|
+0.2%
|
|
|
803
|
SimpliFi Inc
San Diego,
California
|
$287K
|
+$2.1K
|
+24
|
+0.7%
|
|
|
804
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$286K
|
–
|
–
|
–
|
|
|
805
|
Waverly Advisors
Birmingham,
Alabama
|
$286K
|
+$285K
|
+3,258
|
New
|
|
|
806
|
SVB Wealth
Boston,
Massachusetts
|
$286K
|
+$285K
|
+3,256
|
New
|
|
|
807
|
Regatta Capital Group
El Segundo,
California
|
$283K
|
–
|
–
|
–
|
|
|
808
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$283K
|
-$700
|
-8
|
-0.2%
|
|
|
809
|
Vivaldi Capital Management
Chicago,
Illinois
|
$283K
|
+$301K
|
+3,441
|
New
|
|
|
810
|
Busey Bank
Urbana,
Illinois
|
$283K
|
+$2.36K
|
+27
|
+0.8%
|
|
|
811
|
Maridea Wealth Management
Brooklyn,
New York
|
$282K
|
+$282K
|
+3,218
|
New
|
|
|
812
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$280K
|
+$279K
|
+3,192
|
New
|
|
|
813
|
MGB Wealth Management
Addison,
Texas
|
$280K
|
–
|
–
|
–
|
|
|
814
|
Cypress Wealth Services
Palm Desert,
California
|
$279K
|
+$59.2K
|
+677
|
+27%
|
|
|
815
|
Los Angeles Capital Management
Los Angeles,
California
|
$279K
|
-$93.6K
|
-1,070
|
-25%
|
|
|
816
|
Insigneo Advisory Services
Miami,
Florida
|
$278K
|
-$35.9K
|
-410
|
-11%
|
|
|
817
|
Farther Finance Advisors
San Francisco,
California
|
$276K
|
-$308K
|
-3,521
|
-53%
|
|
|
818
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$273K
|
–
|
–
|
–
|
|
|
819
|
Mraz Amerine & Associates
Modesto,
California
|
$271K
|
–
|
–
|
–
|
|
|
820
|
Von Berge Wealth Management Group
San Diego,
California
|
$271K
|
-$8.4K
|
-96
|
-3%
|
|
|
821
|
Bank of Stockton
Stockton,
California
|
$270K
|
-$175
|
-2
|
-0.1%
|
|
|
822
|
Equitable Holdings
New York
|
$270K
|
+$269K
|
+3,076
|
New
|
|
|
823
|
CX Institutional
Auburn,
Indiana
|
$270K
|
-$700
|
-8
|
-0.3%
|
|
|
824
|
WesBanco Bank
Wheeling,
West Virginia
|
$268K
|
-$1.4K
|
-16
|
-0.5%
|
|
|
825
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$266K
|
+$17.7K
|
+202
|
+7%
|
|
