|
176
|
Goelzer Investment Management
Carmel,
Indiana
|
$654K
|
–
|
–
|
–
|
|
|
177
|
Belpointe Asset Management
Reno,
Nevada
|
$642K
|
-$208K
|
-5,062
|
-25%
|
|
|
178
|
Avior Wealth Management
Omaha,
Nebraska
|
$634K
|
+$112K
|
+2,718
|
+22%
|
|
|
179
|
Hilltop Holdings
Dallas,
Texas
|
$633K
|
-$29.5K
|
-717
|
-4%
|
|
|
180
|
Fidelity Investments
Boston,
Massachusetts
|
$617K
|
+$188K
|
+4,568
|
+44%
|
|
|
181
|
Concurrent Investment Advisors
Tampa,
Florida
|
$613K
|
+$137K
|
+3,320
|
+29%
|
|
|
182
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$613K
|
+$163K
|
+3,952
|
+36%
|
|
|
183
|
|
$589K
|
+$585K
|
+14,217
|
New
|
|
|
184
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$580K
|
+$237K
|
+5,757
|
+71%
|
|
|
185
|
Diversify Advisory Services
Sandy,
Utah
|
$576K
|
+$567K
|
+13,779
|
New
|
|
|
186
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$563K
|
–
|
–
|
–
|
|
|
187
|
KKM Financial
Chicago,
Illinois
|
$545K
|
–
|
–
|
–
|
|
|
188
|
Coppell Advisory Solutions
Coppell,
Texas
|
$531K
|
+$527K
|
+12,803
|
New
|
|
|
189
|
Swisher Financial Concepts
Westerville,
Ohio
|
$526K
|
–
|
–
|
–
|
|
|
190
|
Ranch Capital Advisors
Sarasota,
Florida
|
$521K
|
–
|
–
|
–
|
|
|
191
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$519K
|
–
|
–
|
–
|
|
|
192
|
Peninsula Wealth
San Francisco,
California
|
$516K
|
+$500K
|
+12,153
|
New
|
|
|
193
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$516K
|
+$513K
|
+12,478
|
New
|
|
|
194
|
Lido Advisors
Los Angeles,
California
|
$513K
|
+$56.7K
|
+1,378
|
+13%
|
|
|
195
|
Traveka Wealth
Los Altos,
California
|
$499K
|
-$13.1K
|
-319
|
-3%
|
|
|
196
|
Bay Colony Advisors
Concord,
Massachusetts
|
$479K
|
+$2.35K
|
+57
|
+0.5%
|
|
|
197
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$470K
|
–
|
–
|
–
|
|
|
198
|
Calton & Associates
Tampa,
Florida
|
$470K
|
-$11.2K
|
-273
|
-2%
|
|
|
199
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$467K
|
–
|
–
|
–
|
|
|
200
|
Independent Financial Group
San Diego,
California
|
$458K
|
-$41.1K
|
-999
|
-8%
|
|
