|
801
|
BOK Financial Private Wealth
Denver,
Colorado
|
$302K
|
–
|
–
|
–
|
|
|
802
|
Bigelow Investment Advisors
Portland,
Maine
|
$298K
|
+$305K
|
+7,464
|
New
|
|
|
803
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$298K
|
+$979
|
+24
|
+0.3%
|
|
|
804
|
DFPG Investments
Sandy,
Utah
|
$298K
|
+$83.9K
|
+2,056
|
+40%
|
|
|
805
|
Bison Wealth
Atlanta,
Georgia
|
$298K
|
-$102K
|
-2,488
|
-27%
|
|
|
806
|
Mattern Wealth Management
Lawrence,
Kansas
|
$295K
|
–
|
–
|
–
|
|
|
807
|
Black Diamond Financial
Towson,
Maryland
|
$294K
|
+$326
|
+8
|
+0.1%
|
|
|
808
|
Concord Wealth Partners
Abingdon,
Virginia
|
$294K
|
+$300K
|
+7,352
|
New
|
|
|
809
|
Lindbrook Capital
Calabasas,
California
|
$293K
|
–
|
–
|
–
|
|
|
810
|
WealthSource Partners
San Luis Obispo,
California
|
$290K
|
-$148K
|
-3,632
|
-33%
|
|
|
811
|
Welch Group
Birmingham,
Alabama
|
$288K
|
-$3.26K
|
-80
|
-1%
|
|
|
812
|
Kingfisher Capital
Charlotte,
North Carolina
|
$288K
|
+$653
|
+16
|
+0.2%
|
|
|
813
|
Whitford Management
New York
|
$287K
|
+$294K
|
+7,200
|
New
|
|
|
814
|
Cutler Group
San Francisco,
California
|
$286K
|
-$1.4M
|
-34,424
|
-83%
|
|
|
815
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$286K
|
+$97.9K
|
+2,400
|
+50%
|
|
|
816
|
Choreo LLC
Rockford,
Illinois
|
$286K
|
+$58.4K
|
+1,432
|
+25%
|
|
|
817
|
|
$285K
|
-$1.19M
|
-29,152
|
-80%
|
|
|
818
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$285K
|
–
|
–
|
–
|
|
|
819
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$283K
|
+$290K
|
+7,096
|
New
|
|
|
820
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$282K
|
–
|
–
|
–
|
|
|
821
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$281K
|
-$56.1K
|
-1,376
|
-16%
|
|
|
822
|
Brown Brothers Harriman & Co
New York
|
$281K
|
–
|
–
|
–
|
|
|
823
|
Acropolis Investment Management
St. Louis,
Missouri
|
$281K
|
–
|
–
|
–
|
|
|
824
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$281K
|
-$8.81K
|
-216
|
-3%
|
|
|
825
|
North Star Asset Management
Neenah,
Wisconsin
|
$281K
|
+$24.5K
|
+600
|
+9%
|
|
