|
801
|
Brown Advisory
Baltimore,
Maryland
|
$330K
|
+$105K
|
+1,316
|
+48%
|
|
|
802
|
Inscription Capital
Houston,
Texas
|
$330K
|
+$344K
|
+4,315
|
New
|
|
|
803
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$327K
|
–
|
–
|
–
|
|
|
804
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$325K
|
–
|
–
|
–
|
|
|
805
|
Lynch & Associates
Newburgh,
Indiana
|
$325K
|
–
|
–
|
–
|
|
|
806
|
Mainstream Capital Management
Los Angeles,
California
|
$325K
|
–
|
–
|
–
|
|
|
807
|
Sava Infond
Maribor,
Slovenia
|
$324K
|
+$316K
|
+3,965
|
New
|
|
|
808
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$323K
|
-$9.06M
|
-113,483
|
-97%
|
|
|
809
|
Simon Quick Advisors
Morristown,
New Jersey
|
$320K
|
-$27.9K
|
-350
|
-8%
|
|
|
810
|
Trivium Point Advisory
Westport,
Connecticut
|
$320K
|
+$313K
|
+3,919
|
New
|
|
|
811
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$320K
|
-$4.79K
|
-60
|
-2%
|
|
|
812
|
Tepp RIA
Westfield,
New Jersey
|
$319K
|
-$1.62M
|
-20,261
|
-84%
|
|
|
813
|
Appleton Partners
Boston,
Massachusetts
|
$319K
|
-$19.2K
|
-241
|
-6%
|
|
|
814
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$319K
|
-$37.3K
|
-467
|
-11%
|
|
|
815
|
Sage Financial Management Group
Mclean,
Virginia
|
$318K
|
–
|
–
|
–
|
|
|
816
|
Rockland Trust
Hanover,
Massachusetts
|
$316K
|
-$121K
|
-1,516
|
-28%
|
|
|
817
|
Capital Square
Chattanooga,
Tennessee
|
$316K
|
+$35.4K
|
+443
|
+13%
|
|
|
818
|
Narus Financial Partners
Salt Lake City,
Utah
|
$315K
|
-$251K
|
-3,151
|
-45%
|
|
|
819
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$314K
|
+$306K
|
+3,836
|
New
|
|
|
820
|
Coldstream Capital Management
Bellevue,
Washington
|
$313K
|
+$1.12K
|
+14
|
+0.4%
|
|
|
821
|
HT Partners
Centerbrook,
Connecticut
|
$312K
|
–
|
–
|
–
|
|
|
822
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$310K
|
-$569K
|
-7,130
|
-65%
|
|
|
823
|
Strategic Blueprint
Atlanta,
Georgia
|
$308K
|
-$6.78K
|
-85
|
-2%
|
|
|
824
|
Channel Wealth
Santa Barbara,
California
|
$307K
|
-$131K
|
-1,638
|
-30%
|
|
|
825
|
Geneos Wealth Management
Englewood,
Colorado
|
$306K
|
–
|
–
|
–
|
|
