|
176
|
Fidelity Investments
Boston,
Massachusetts
|
$1.26M
|
-$72.2K
|
-1,090
|
-6%
|
|
|
177
|
Atria Investments
Charlotte,
North Carolina
|
$1.24M
|
+$1.16M
|
+17,440
|
New
|
|
|
178
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.22M
|
-$292K
|
-4,400
|
-20%
|
|
|
179
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.22M
|
+$20.9K
|
+315
|
+2%
|
|
|
180
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.22M
|
+$503K
|
+7,590
|
+79%
|
|
|
181
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
182
|
Intellectus Partners
San Francisco,
California
|
$1.2M
|
+$33.1K
|
+500
|
+3%
|
|
|
183
|
EP Wealth Advisors
Torrance,
California
|
$1.18M
|
-$149K
|
-2,255
|
-12%
|
|
|
184
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.18M
|
+$31.1K
|
+470
|
+3%
|
|
|
185
|
Belpointe Asset Management
Reno,
Nevada
|
$1.15M
|
+$123K
|
+1,850
|
+13%
|
|
|
186
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.15M
|
+$219K
|
+3,305
|
+26%
|
|
|
187
|
Segment Wealth Management
Houston,
Texas
|
$1.12M
|
+$228K
|
+3,445
|
+28%
|
|
|
188
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.12M
|
+$1.07M
|
+16,090
|
New
|
|
|
189
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.11M
|
+$114K
|
+1,720
|
+12%
|
|
|
190
|
Jess S. Morgan & Co
Los Angeles,
California
|
$1.1M
|
+$7.62K
|
+115
|
+0.7%
|
|
|
191
|
Chatham Capital Group
Savannah,
Georgia
|
$1.1M
|
–
|
–
|
–
|
|
|
192
|
Western Wealth Management
Golden,
Colorado
|
$1.1M
|
+$76.5K
|
+1,155
|
+8%
|
|
|
193
|
Seaview Investment Managers
Miami,
Florida
|
$1.08M
|
-$159K
|
-2,400
|
-14%
|
|
|
194
|
Parallel Advisors
San Francisco,
California
|
$1.08M
|
-$185K
|
-2,785
|
-15%
|
|
|
195
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.08M
|
+$506K
|
+7,640
|
+101%
|
|
|
196
|
Venturi Wealth Management
Austin,
Texas
|
$1.06M
|
-$199K
|
-3,000
|
-17%
|
|
|
197
|
William Blair & Company
Chicago,
Illinois
|
$1.06M
|
+$280K
|
+4,220
|
+39%
|
|
|
198
|
American Portfolios Advisors
Holbrook,
New York
|
$1.03M
|
+$54.7K
|
+825
|
+6%
|
|
|
199
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.03M
|
-$302K
|
-4,560
|
-24%
|
|
|
200
|
Sunbelt Securities
Houston,
Texas
|
$1.02M
|
-$608K
|
-9,180
|
-39%
|
|
