|
601
|
BSW Wealth Partners
Boulder,
Colorado
|
$250K
|
-$5.59K
|
-29
|
-2%
|
|
|
602
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$249K
|
–
|
–
|
–
|
|
|
603
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$248K
|
+$256K
|
+1,330
|
New
|
|
|
604
|
Checchi Capital Advisers
Beverly Hills,
California
|
$247K
|
+$8.48K
|
+44
|
+3%
|
|
|
605
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$246K
|
-$17.9K
|
-93
|
-7%
|
|
|
606
|
TCFG Wealth Management
Laguna Niguel,
California
|
$241K
|
–
|
–
|
–
|
|
|
607
|
Modern Wealth Management
Lenexa,
Kansas
|
$241K
|
+$578
|
+3
|
+0.2%
|
|
|
608
|
MAI Capital Management
Independence,
Ohio
|
$240K
|
+$32.2K
|
+167
|
+15%
|
|
|
609
|
Bearing Point Capital
Bloomington,
Minnesota
|
$238K
|
–
|
–
|
–
|
|
|
610
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$237K
|
-$4.49M
|
-23,300
|
-95%
|
|
|
611
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$229K
|
+$18.3K
|
+95
|
+8%
|
|
|
612
|
State of Wyoming
Cheyenne,
Wyoming
|
$228K
|
-$11K
|
-57
|
-4%
|
|
|
613
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$227K
|
-$344K
|
-1,786
|
-60%
|
|
|
614
|
CreativeOne Wealth
Overland Park,
Kansas
|
$227K
|
+$16.2K
|
+84
|
+7%
|
|
|
615
|
Ballentine Partners
Waltham,
Massachusetts
|
$226K
|
+$15.2K
|
+79
|
+7%
|
|
|
616
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$222K
|
-$963
|
-5
|
-0.4%
|
|
|
617
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$221K
|
+$7.9K
|
+41
|
+4%
|
|
|
618
|
Keel Point
Huntsville,
Alabama
|
$220K
|
+$2.89K
|
+15
|
+1%
|
|
|
619
|
Glenview Trust
Louisville,
Kentucky
|
$213K
|
–
|
–
|
–
|
|
|
620
|
Chilton Capital Management
Houston,
Texas
|
$212K
|
–
|
–
|
–
|
|
|
621
|
Klingman & Associates
New York
|
$211K
|
+$218K
|
+1,132
|
New
|
|
|
622
|
Accel Wealth Management
Waverly,
Iowa
|
$211K
|
–
|
–
|
–
|
|
|
623
|
Parnassus Investments
San Francisco,
California
|
$211K
|
+$218K
|
+1,130
|
New
|
|
|
624
|
Summit Asset Management
Memphis,
Tennessee
|
$207K
|
–
|
–
|
–
|
|
|
625
|
Neo Ivy Capital Management
New York
|
$206K
|
+$213K
|
+1,105
|
New
|
|
