|
176
|
Appleton Partners
Boston,
Massachusetts
|
$607K
|
+$10.3K
|
+534
|
+2%
|
|
|
177
|
Avantax Advisory Services
Dallas,
Texas
|
$595K
|
+$375K
|
+19,443
|
+175%
|
|
|
178
|
Camelot Portfolios
Maumee,
Ohio
|
$580K
|
-$44.2K
|
-2,295
|
-7%
|
|
|
179
|
Lion Street Advisors
Austin,
Texas
|
$575K
|
+$348K
|
+18,063
|
+158%
|
|
|
180
|
|
$572K
|
+$112K
|
+5,832
|
+25%
|
|
|
181
|
Altium Wealth Management
Purchase,
New York
|
$569K
|
+$35K
|
+1,818
|
+7%
|
|
|
182
|
Trivium Point Advisory
Westport,
Connecticut
|
$569K
|
+$186K
|
+9,672
|
+49%
|
|
|
183
|
Belpointe Asset Management
Reno,
Nevada
|
$562K
|
+$555K
|
+28,815
|
New
|
|
|
184
|
Cresset Asset Management
Chicago,
Illinois
|
$560K
|
–
|
–
|
–
|
|
|
185
|
SOL Capital Management
Rockville,
Maryland
|
$556K
|
–
|
–
|
–
|
|
|
186
|
Perigon Wealth Management
San Francisco,
California
|
$554K
|
+$547K
|
+28,395
|
New
|
|
|
187
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$549K
|
+$21.5K
|
+1,116
|
+4%
|
|
|
188
|
Evoke Wealth
Los Angeles,
California
|
$539K
|
–
|
–
|
–
|
|
|
189
|
Snowden Capital Advisors
New York
|
$523K
|
+$9.71K
|
+504
|
+2%
|
|
|
190
|
InterOcean Capital Group
Nashville,
Tennessee
|
$516K
|
+$173K
|
+8,988
|
+51%
|
|
|
191
|
Ascent Group
Virginia Beach,
Virginia
|
$510K
|
-$7.69K
|
-399
|
-2%
|
|
|
192
|
Cardiff Park Advisors
Carlsbad,
California
|
$510K
|
+$1.68K
|
+87
|
+0.3%
|
|
|
193
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$501K
|
–
|
–
|
–
|
|
|
194
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$489K
|
-$27.7K
|
-1,437
|
-5%
|
|
|
195
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$486K
|
+$49.3K
|
+2,556
|
+11%
|
|
|
196
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$469K
|
+$27.2K
|
+1,413
|
+6%
|
|
|
197
|
IEQ Capital
Foster City,
California
|
$466K
|
+$460K
|
+23,886
|
New
|
|
|
198
|
Adero Partners
Pleasanton,
California
|
$460K
|
-$442K
|
-22,908
|
-49%
|
|
|
199
|
Fisher Asset Management
Camas,
Washington
|
$460K
|
+$232K
|
+12,018
|
+104%
|
|
|
200
|
Carter Financial Group
Barrington,
Illinois
|
$460K
|
+$454K
|
+23,580
|
New
|
|
