|
551
|
Summit Trail Advisors
New York
|
$244K
|
+$253K
|
+3,726
|
New
|
|
|
552
|
CVA Family Office
Denver,
Colorado
|
$244K
|
-$26.6K
|
-392
|
-9%
|
|
|
553
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$243K
|
-$16.3K
|
-240
|
-6%
|
|
|
554
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$241K
|
-$8.09K
|
-119
|
-3%
|
|
|
555
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$239K
|
-$27.9K
|
-410
|
-10%
|
|
|
556
|
Brighton Jones LLC
Seattle,
Washington
|
$237K
|
+$38.5K
|
+567
|
+18%
|
|
|
557
|
Global Retirement Partners
San Rafael,
California
|
$237K
|
-$38.1K
|
-560
|
-13%
|
|
|
558
|
DMC Group
Birmingham,
Alabama
|
$236K
|
-$7.75K
|
-114
|
-3%
|
|
|
559
|
Institute for Wealth Management
Denver,
Colorado
|
$236K
|
-$7.07K
|
-104
|
-3%
|
|
|
560
|
Koshinski Asset Management
Decatur,
Illinois
|
$235K
|
+$247K
|
+3,633
|
New
|
|
|
561
|
Fidelis Capital Partners
Tampa,
Florida
|
$234K
|
-$2.45K
|
-36
|
-1%
|
|
|
562
|
ORG Partners
Roanoke,
Indiana
|
$231K
|
-$6.66K
|
-98
|
-3%
|
|
|
563
|
KCM Investment Advisors
Greenbrae,
California
|
$230K
|
–
|
–
|
–
|
|
|
564
|
Bruce G. Allen Investments
Denver,
Colorado
|
$229K
|
+$78.1K
|
+1,150
|
+48%
|
|
|
565
|
Planned Solutions
Folsom,
California
|
$229K
|
+$19.4K
|
+285
|
+9%
|
|
|
566
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$226K
|
–
|
–
|
–
|
|
|
567
|
Clearstead Advisors
Cleveland,
Ohio
|
$225K
|
-$7.41K
|
-109
|
-3%
|
|
|
568
|
HM Payson & Co
Portland,
Maine
|
$224K
|
+$77.7K
|
+1,144
|
+49%
|
|
|
569
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$223K
|
+$11.9K
|
+175
|
+5%
|
|
|
570
|
Farther Finance Advisors
San Francisco,
California
|
$223K
|
-$1.09K
|
-16
|
-0.5%
|
|
|
571
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$223K
|
+$234K
|
+3,445
|
New
|
|
|
572
|
Grove Bank & Trust
Miami,
Florida
|
$222K
|
-$23.2K
|
-342
|
-9%
|
|
|
573
|
DGS Capital Management
Jersey City,
New Jersey
|
$222K
|
+$5.5K
|
+81
|
+2%
|
|
|
574
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$220K
|
+$272
|
+4
|
+0.1%
|
|
|
575
|
AllianceBernstein
Nashville,
Tennessee
|
$220K
|
+$231K
|
+3,407
|
New
|
|
