|
1001
|
Belpointe Asset Management
Reno,
Nevada
|
$490K
|
+$51.6K
|
+219
|
+12%
|
|
|
1002
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$489K
|
+$492K
|
+2,090
|
New
|
|
|
1003
|
Diversify Wealth Management
Sandy,
Utah
|
$488K
|
+$488K
|
+2,071
|
New
|
|
|
1004
|
Marks Wealth
Annapolis,
Maryland
|
$485K
|
–
|
–
|
–
|
|
|
1005
|
|
$485K
|
+$489K
|
+2,075
|
New
|
|
|
1006
|
Congress Asset Management
Boston,
Massachusetts
|
$484K
|
+$3.3K
|
+14
|
+0.7%
|
|
|
1007
|
Marietta Wealth Management
Marietta,
Georgia
|
$484K
|
–
|
–
|
–
|
|
|
1008
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$483K
|
+$94.7K
|
+402
|
+24%
|
|
|
1009
|
Fairview Capital Investment Management
Greenbrae,
California
|
$482K
|
-$4.71K
|
-20
|
-1%
|
|
|
1010
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$478K
|
-$16K
|
-68
|
-3%
|
|
|
1011
|
Graypoint LLC
Albany,
New York
|
$476K
|
-$291K
|
-1,235
|
-38%
|
|
|
1012
|
Abacus Wealth Partners
Santa Monica,
California
|
$473K
|
+$222K
|
+942
|
+87%
|
|
|
1013
|
Personal CFO Solutions
Chester,
New Jersey
|
$473K
|
+$471
|
+2
|
+0.1%
|
|
|
1014
|
SignatureFD
Atlanta,
Georgia
|
$472K
|
+$16.3K
|
+69
|
+4%
|
|
|
1015
|
Berger Financial Group
Plymouth,
Minnesota
|
$470K
|
-$61.3K
|
-260
|
-11%
|
|
|
1016
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$469K
|
–
|
–
|
–
|
|
|
1017
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$467K
|
–
|
–
|
–
|
|
|
1018
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$465K
|
+$47.1K
|
+200
|
+11%
|
|
|
1019
|
Fisher Asset Management
Camas,
Washington
|
$465K
|
+$191K
|
+811
|
+69%
|
|
|
1020
|
Moody National Bank Trust Division
Galveston,
Texas
|
$464K
|
+$15.1K
|
+64
|
+3%
|
|
|
1021
|
Waverly Advisors
Birmingham,
Alabama
|
$462K
|
+$466K
|
+1,979
|
New
|
|
|
1022
|
Conning Inc
Hartford,
Connecticut
|
$459K
|
+$11.8K
|
+50
|
+3%
|
|
|
1023
|
Whalerock Point Partners
Providence,
Rhode Island
|
$457K
|
-$47.1K
|
-200
|
-9%
|
|
|
1024
|
Rockland Trust
Hanover,
Massachusetts
|
$456K
|
-$20.5K
|
-87
|
-4%
|
|
|
1025
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$456K
|
-$58K
|
-246
|
-11%
|
|
