|
201
|
Caldwell Trust
Venice,
Florida
|
$453K
|
-$102K
|
-2,009
|
-18%
|
|
|
202
|
Brookwood Investment Group
Phoenix,
Arizona
|
$448K
|
+$4.84K
|
+95
|
+1%
|
|
|
203
|
BXM Wealth
Englewood,
Colorado
|
$440K
|
–
|
–
|
–
|
|
|
204
|
Tocqueville Asset Management
New York
|
$432K
|
–
|
–
|
–
|
|
|
205
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$420K
|
+$12.1K
|
+238
|
+3%
|
|
|
206
|
Independent Financial Group
San Diego,
California
|
$400K
|
+$13.8K
|
+271
|
+4%
|
|
|
207
|
Condor Capital Management
Martinsville,
New Jersey
|
$399K
|
-$6.42K
|
-126
|
-2%
|
|
|
208
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$397K
|
-$2.09K
|
-41
|
-0.5%
|
|
|
209
|
Equitable Holdings
New York
|
$396K
|
-$452K
|
-8,864
|
-53%
|
|
|
210
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$396K
|
+$28K
|
+549
|
+8%
|
|
|
211
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$389K
|
+$969
|
+19
|
+0.3%
|
|
|
212
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$386K
|
-$5.1K
|
-100
|
-1%
|
|
|
213
|
Advisory Services Network
Atlanta,
Georgia
|
$383K
|
-$3.42K
|
-67
|
-0.9%
|
|
|
214
|
|
$383K
|
-$30.8K
|
-605
|
-7%
|
|
|
215
|
Xcel Wealth Management
Holly Hill,
Florida
|
$381K
|
–
|
–
|
–
|
|
|
216
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$376K
|
+$69K
|
+1,353
|
+23%
|
|
|
217
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$373K
|
-$908K
|
-17,815
|
-71%
|
|
|
218
|
VisionPoint Advisory Group
Dallas,
Texas
|
$369K
|
+$4.49K
|
+88
|
+1%
|
|
|
219
|
Choreo LLC
Rockford,
Illinois
|
$363K
|
+$4.95K
|
+97
|
+1%
|
|
|
220
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$357K
|
+$4.49K
|
+88
|
+1%
|
|
|
221
|
MAI Capital Management
Independence,
Ohio
|
$356K
|
-$43.3K
|
-849
|
-11%
|
|
|
222
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$350K
|
-$67.8K
|
-1,330
|
-16%
|
|
|
223
|
Focused Wealth Management
Newburgh,
New York
|
$347K
|
+$1.38K
|
+27
|
+0.4%
|
|
|
224
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$338K
|
+$337K
|
+6,603
|
New
|
|
|
225
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$333K
|
+$332K
|
+6,515
|
New
|
|
