|
251
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$845K
|
+$868K
|
+17,341
|
New
|
|
|
252
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$830K
|
-$599K
|
-11,983
|
-41%
|
|
|
253
|
Calton & Associates
Tampa,
Florida
|
$826K
|
-$2.29M
|
-45,867
|
-73%
|
|
|
254
|
Independent Financial Group
San Diego,
California
|
$824K
|
+$846K
|
+16,909
|
New
|
|
|
255
|
CreativeOne Wealth
Overland Park,
Kansas
|
$823K
|
+$845K
|
+16,891
|
New
|
|
|
256
|
Level Four Advisory Services
Dallas,
Texas
|
$797K
|
-$18.4K
|
-368
|
-2%
|
|
|
257
|
First United Bank & Trust
Oakland,
Maryland
|
$789K
|
-$198K
|
-3,963
|
-20%
|
|
|
258
|
Bigelow Investment Advisors
Portland,
Maine
|
$779K
|
+$309K
|
+6,182
|
+63%
|
|
|
259
|
Montecito Bank & Trust
Santa Barbara,
California
|
$777K
|
-$284K
|
-5,677
|
-26%
|
|
|
260
|
CPWM LLC
Seattle,
Washington
|
$754K
|
-$180K
|
-3,589
|
-19%
|
|
|
261
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$754K
|
+$54.8K
|
+1,096
|
+8%
|
|
|
262
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$751K
|
–
|
–
|
–
|
|
|
263
|
Wealthspire Advisors (New York)
New York
|
$751K
|
+$771K
|
+15,416
|
New
|
|
|
264
|
Mutual Advisors
Omaha,
Nebraska
|
$739K
|
-$237K
|
-4,731
|
-24%
|
|
|
265
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$735K
|
-$11.8M
|
-235,956
|
-94%
|
|
|
266
|
180 Wealth Advisors
Federal Way,
Washington
|
$734K
|
-$591K
|
-11,816
|
-44%
|
|
|
267
|
Belpointe Asset Management
Reno,
Nevada
|
$713K
|
-$401K
|
-8,020
|
-35%
|
|
|
268
|
Atlas Private Wealth Management
Albany,
New York
|
$713K
|
-$16.9K
|
-338
|
-2%
|
|
|
269
|
Ceeto Capital Group
Coral Gables,
Florida
|
$707K
|
+$100K
|
+2,000
|
+16%
|
|
|
270
|
Foothills Asset Management
Scottsdale,
Arizona
|
$704K
|
-$15K
|
-300
|
-2%
|
|
|
271
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$702K
|
-$5K
|
-100
|
-0.7%
|
|
|
272
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$688K
|
-$1.22M
|
-24,345
|
-63%
|
|
|
273
|
Evergreen Capital Management
Bellevue,
Washington
|
$677K
|
-$198K
|
-3,965
|
-22%
|
|
|
274
|
Cottage Street Advisors
Marion,
Massachusetts
|
$662K
|
+$50.5K
|
+1,010
|
+8%
|
|
|
275
|
Capital City Trust
Tallahassee,
Florida
|
$655K
|
+$672K
|
+13,430
|
New
|
|
