|
901
|
Valeo Financial Advisors
Carmel,
Indiana
|
$442K
|
+$36.7K
|
+478
|
+9%
|
|
|
902
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$442K
|
–
|
–
|
–
|
|
|
903
|
Rice Hall James & Associates
San Diego,
California
|
$440K
|
-$1.92K
|
-25
|
-0.4%
|
|
|
904
|
Northcape Wealth Management
Williamsville,
New York
|
$438K
|
+$435K
|
+5,669
|
New
|
|
|
905
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$435K
|
–
|
–
|
–
|
|
|
906
|
Mission Creek Capital Partners
San Francisco,
California
|
$435K
|
-$103K
|
-1,347
|
-19%
|
|
|
907
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$435K
|
-$26.2K
|
-342
|
-6%
|
|
|
908
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$434K
|
–
|
–
|
–
|
|
|
909
|
Caprock Group
Boise,
Idaho
|
$431K
|
+$89.6K
|
+1,167
|
+26%
|
|
|
910
|
Good Life Advisors
Reading,
Pennsylvania
|
$430K
|
–
|
–
|
–
|
|
|
911
|
Personal CFO Solutions
Chester,
New Jersey
|
$429K
|
+$15.3K
|
+200
|
+4%
|
|
|
912
|
IHT Wealth Management
Chicago,
Illinois
|
$429K
|
+$85.7K
|
+1,117
|
+25%
|
|
|
913
|
Symmetry Partners
Glastonbury,
Connecticut
|
$429K
|
–
|
–
|
–
|
|
|
914
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$428K
|
-$150K
|
-1,953
|
-26%
|
|
|
915
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$428K
|
-$136K
|
-1,777
|
-24%
|
|
|
916
|
Balyasny Asset Management
Chicago,
Illinois
|
$427K
|
+$424K
|
+5,525
|
New
|
|
|
917
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$425K
|
-$40.1K
|
-523
|
-9%
|
|
|
918
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$425K
|
-$125K
|
-1,631
|
-23%
|
|
|
919
|
Summit Trail Advisors
New York
|
$425K
|
+$76.9K
|
+1,002
|
+22%
|
|
|
920
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$424K
|
+$111K
|
+1,450
|
+36%
|
|
|
921
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$422K
|
+$76.1K
|
+992
|
+22%
|
|
|
922
|
Harbour Investments
Madison,
Wisconsin
|
$422K
|
+$13.4K
|
+174
|
+3%
|
|
|
923
|
Mission Wealth Management
Santa Barbara,
California
|
$422K
|
+$19.6K
|
+256
|
+5%
|
|
|
924
|
Choreo LLC
Rockford,
Illinois
|
$421K
|
+$196K
|
+2,554
|
+88%
|
|
|
925
|
Checchi Capital Advisers
Beverly Hills,
California
|
$420K
|
-$26.3K
|
-343
|
-6%
|
|
