|
526
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$3.16M
|
-$72.8K
|
-1,812
|
-2%
|
|
|
527
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.16M
|
-$509K
|
-12,666
|
-13%
|
|
|
528
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.14M
|
+$625K
|
+15,540
|
+21%
|
|
|
529
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$3.1M
|
+$425K
|
+10,584
|
+14%
|
|
|
530
|
Advisor OS
Chicago,
Illinois
|
$3.09M
|
+$3.22M
|
+80,064
|
+1,198%
|
|
|
531
|
KCM Investment Advisors
Greenbrae,
California
|
$3.08M
|
+$20.3K
|
+504
|
+0.6%
|
|
|
532
|
Weinberger Asset Management
Los Angeles,
California
|
$3.08M
|
+$481K
|
+11,964
|
+16%
|
|
|
533
|
Strategic Financial Partners
Bend,
Oregon
|
$3.08M
|
-$118K
|
-2,940
|
-3%
|
|
|
534
|
Lido Advisors
Los Angeles,
California
|
$3.07M
|
+$241K
|
+6,006
|
+8%
|
|
|
535
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
$3.06M
|
-$170K
|
-4,230
|
-5%
|
|
|
536
|
Denver PWM
Denver,
Colorado
|
$3.02M
|
+$86.6K
|
+2,154
|
+3%
|
|
|
537
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.02M
|
-$29.4M
|
-731,580
|
-90%
|
|
|
538
|
Donaldson Capital Management
Evansville,
Indiana
|
$2.99M
|
-$63.9K
|
-1,590
|
-2%
|
|
|
539
|
SVB Wealth
Boston,
Massachusetts
|
$2.98M
|
+$497K
|
+12,366
|
+17%
|
|
|
540
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.97M
|
-$701K
|
-17,430
|
-17%
|
|
|
541
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.97M
|
+$391K
|
+9,720
|
+13%
|
|
|
542
|
Cohen Klingenstein
New York
|
$2.96M
|
+$20.5K
|
+510
|
+0.6%
|
|
|
543
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$2.96M
|
+$129K
|
+3,204
|
+4%
|
|
|
544
|
Leavell Investment Management
Mobile,
Alabama
|
$2.95M
|
-$132K
|
-3,288
|
-4%
|
|
|
545
|
|
$2.93M
|
+$265K
|
+6,600
|
+9%
|
|
|
546
|
Osborne Partners Capital Management
San Francisco,
California
|
$2.93M
|
-$60.3K
|
-1,500
|
-2%
|
|
|
547
|
Barrett & Company
Providence,
Rhode Island
|
$2.93M
|
+$3.31M
|
+82,380
|
New
|
|
|
548
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.92M
|
-$84.9K
|
-2,112
|
-3%
|
|
|
549
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$2.9M
|
–
|
–
|
–
|
|
|
550
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2.9M
|
+$48.5K
|
+1,206
|
+2%
|
|
