|
76
|
IEQ Capital
Foster City,
California
|
$411K
|
+$89.1K
|
+2,493
|
+25%
|
|
|
77
|
Castleview Partners
Dallas,
Texas
|
$404K
|
-$1M
|
-27,992
|
-69%
|
|
|
78
|
Diversify Advisory Services
Sandy,
Utah
|
$400K
|
+$453K
|
+12,663
|
New
|
|
|
79
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$385K
|
+$421K
|
+11,787
|
New
|
|
|
80
|
Gratus Capital
Atlanta,
Georgia
|
$379K
|
–
|
–
|
–
|
|
|
81
|
|
$360K
|
+$393K
|
+11,000
|
New
|
|
|
82
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$355K
|
+$129K
|
+3,615
|
+50%
|
|
|
83
|
SVB Wealth
Boston,
Massachusetts
|
$353K
|
-$3.79M
|
-105,968
|
-91%
|
|
|
84
|
TownSquare Capital
Provo,
Utah
|
$349K
|
+$53.3K
|
+1,492
|
+16%
|
|
|
85
|
Focus Partners Wealth
Boston,
Massachusetts
|
$344K
|
+$376K
|
+10,530
|
New
|
|
|
86
|
Brookstone Capital Management
Wheaton,
Illinois
|
$342K
|
+$17.2K
|
+482
|
+5%
|
|
|
87
|
Silver Oak Securities
Jackson,
Tennessee
|
$339K
|
+$371K
|
+10,380
|
New
|
|
|
88
|
Proficio Capital Partners
Newton,
Massachusetts
|
$333K
|
-$884K
|
-24,740
|
-71%
|
|
|
89
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$303K
|
+$13.3K
|
+373
|
+4%
|
|
|
90
|
|
$294K
|
+$322K
|
+9,000
|
New
|
|
|
91
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$294K
|
+$2K
|
+56
|
+0.6%
|
|
|
92
|
Choate Investment Advisors
Boston,
Massachusetts
|
$281K
|
–
|
–
|
–
|
|
|
93
|
VitalStone Financial
Shavano Park,
Texas
|
$267K
|
+$44.7K
|
+1,251
|
+18%
|
|
|
94
|
Clarity Capital Partners
Newport Beach,
California
|
$266K
|
+$49.5K
|
+1,386
|
+21%
|
|
|
95
|
RFG Holdings
Argyle,
Texas
|
$265K
|
+$89.4K
|
+2,500
|
+45%
|
|
|
96
|
Garde Capital
Seattle,
Washington
|
$264K
|
–
|
–
|
–
|
|
|
97
|
Echo45 Advisors
Walnut Creek,
California
|
$258K
|
+$282K
|
+7,879
|
New
|
|
|
98
|
Morton Capital Management
Calabasas,
California
|
$251K
|
+$44.5K
|
+1,246
|
+19%
|
|
|
99
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$245K
|
-$27.1K
|
-758
|
-9%
|
|
|
100
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$242K
|
+$13K
|
+365
|
+5%
|
|
