|
251
|
Belpointe Asset Management
Reno,
Nevada
|
$657K
|
+$190K
|
+9,805
|
+41%
|
|
|
252
|
Tradition Wealth Management
Edina,
Minnesota
|
$644K
|
+$365K
|
+18,846
|
+134%
|
|
|
253
|
Roosevelt Investment Group
New York
|
$640K
|
–
|
–
|
–
|
|
|
254
|
Moody National Bank Trust Division
Galveston,
Texas
|
$634K
|
–
|
–
|
–
|
|
|
255
|
Essex Financial Services
Essex,
Connecticut
|
$627K
|
–
|
–
|
–
|
|
|
256
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$624K
|
+$10.4K
|
+539
|
+2%
|
|
|
257
|
Albion Financial Group
Salt Lake City,
Utah
|
$621K
|
+$614K
|
+31,700
|
New
|
|
|
258
|
AllSquare Wealth Management
Albany,
New York
|
$619K
|
–
|
–
|
–
|
|
|
259
|
Tectonic Advisors
Frisco,
Texas
|
$618K
|
+$111K
|
+5,741
|
+22%
|
|
|
260
|
Janus Henderson Group
London,
|
$616K
|
+$609K
|
+31,438
|
New
|
|
|
261
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$615K
|
-$1.36K
|
-70
|
-0.2%
|
|
|
262
|
Kore Private Wealth
New York
|
$615K
|
+$14.5K
|
+750
|
+2%
|
|
|
263
|
IPG Investment Advisors
San Diego,
California
|
$600K
|
-$106K
|
-5,460
|
-15%
|
|
|
264
|
Rothschild Investment LLC
Chicago,
Illinois
|
$599K
|
–
|
–
|
–
|
|
|
265
|
Virtus ETF Advisers
New York
|
$599K
|
+$150K
|
+7,725
|
+34%
|
|
|
266
|
Bluefin Capital Management
New York
|
$588K
|
+$581K
|
+29,998
|
New
|
|
|
267
|
Parcion Private Wealth
Bellevue,
Washington
|
$576K
|
–
|
–
|
–
|
|
|
268
|
Financial Advocates Investment Management
Olympia,
Washington
|
$575K
|
-$9.55K
|
-493
|
-2%
|
|
|
269
|
Integrated Advisors Network
Dallas,
Texas
|
$570K
|
+$65.2K
|
+3,366
|
+13%
|
|
|
270
|
Freestone Capital Holdings
Seattle,
Washington
|
$558K
|
+$29.4K
|
+1,520
|
+6%
|
|
|
271
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$555K
|
+$134K
|
+6,945
|
+32%
|
|
|
272
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$555K
|
+$18.3K
|
+946
|
+3%
|
|
|
273
|
Comerica Bank
Dallas,
Texas
|
$554K
|
-$38.7K
|
-2,000
|
-7%
|
|
|
274
|
Private Trust Company
Cleveland,
Ohio
|
$551K
|
-$17.1K
|
-885
|
-3%
|
|
|
275
|
Merriman Wealth Management
Seattle,
Washington
|
$551K
|
+$11.2K
|
+580
|
+2%
|
|
