|
201
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$350K
|
+$13.5K
|
+369
|
+4%
|
|
|
202
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$345K
|
-$21.2K
|
-582
|
-6%
|
|
|
203
|
Spire Wealth Management
Mclean,
Virginia
|
$343K
|
–
|
–
|
–
|
|
|
204
|
OneAscent Financial Services
Birmingham,
Alabama
|
$342K
|
+$339K
|
+9,291
|
New
|
|
|
205
|
Checchi Capital Advisers
Beverly Hills,
California
|
$332K
|
+$8.43K
|
+231
|
+3%
|
|
|
206
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$331K
|
+$24.6K
|
+675
|
+8%
|
|
|
207
|
Optima Capital
Beaverton,
Oregon
|
$326K
|
+$323K
|
+8,859
|
New
|
|
|
208
|
First National Trust
Hermitage,
Pennsylvania
|
$323K
|
–
|
–
|
–
|
|
|
209
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$320K
|
-$318K
|
-8,700
|
-50%
|
|
|
210
|
Gotham Asset Management
New York
|
$308K
|
–
|
–
|
–
|
|
|
211
|
K2 Financial
Glendora,
California
|
$304K
|
+$309K
|
+8,469
|
New
|
|
|
212
|
Kane Investment Management
Los Gatos,
California
|
$295K
|
+$293K
|
+8,019
|
New
|
|
|
213
|
Franklin Resources
San Mateo,
California
|
$278K
|
–
|
–
|
–
|
|
|
214
|
Modera Wealth Management
Westwood,
New Jersey
|
$276K
|
-$219K
|
-6,000
|
-44%
|
|
|
215
|
Penobscot Investment Management
Boston,
Massachusetts
|
$276K
|
–
|
–
|
–
|
|
|
216
|
United Capital Financial Advisors
Irving,
Texas
|
$275K
|
-$15.2K
|
-417
|
-5%
|
|
|
217
|
Belpointe Asset Management
Reno,
Nevada
|
$273K
|
-$53.9K
|
-1,476
|
-16%
|
|
|
218
|
Eagle Strategies
New York
|
$268K
|
+$266K
|
+7,287
|
New
|
|
|
219
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$264K
|
-$4.82K
|
-132
|
-2%
|
|
|
220
|
Ausdal Financial Partners
Davenport,
Iowa
|
$250K
|
+$18.9K
|
+519
|
+8%
|
|
|
221
|
Capital Management
Glen Allen,
Virginia
|
$248K
|
–
|
–
|
–
|
|
|
222
|
Leavell Investment Management
Mobile,
Alabama
|
$242K
|
–
|
–
|
–
|
|
|
223
|
Ocean Park Asset Management
Santa Monica,
California
|
$237K
|
+$236K
|
+6,459
|
New
|
|
|
224
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$233K
|
-$81.1K
|
-2,223
|
-26%
|
|
|
225
|
FSA Advisors
Troy,
Michigan
|
$232K
|
+$33.5K
|
+918
|
+17%
|
|
