|
201
|
Equitable Holdings
New York
|
$922K
|
+$575K
|
+9,212
|
+196%
|
|
|
202
|
IHT Wealth Management
Chicago,
Illinois
|
$916K
|
-$64.8K
|
-1,038
|
-7%
|
|
|
203
|
Great Diamond Partners
Portland,
Maine
|
$915K
|
+$862K
|
+13,806
|
New
|
|
|
204
|
Belpointe Asset Management
Reno,
Nevada
|
$910K
|
+$430K
|
+6,890
|
+101%
|
|
|
205
|
Bogart Wealth LLC
Mclean,
Virginia
|
$905K
|
+$851K
|
+13,640
|
New
|
|
|
206
|
Joel Isaacson & Co
New York
|
$876K
|
–
|
–
|
–
|
|
|
207
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$874K
|
+$823K
|
+13,180
|
New
|
|
|
208
|
Phocas Financial Corp
Alameda,
California
|
$864K
|
+$812K
|
+13,010
|
New
|
|
|
209
|
Koshinski Asset Management
Decatur,
Illinois
|
$856K
|
+$549K
|
+8,791
|
+214%
|
|
|
210
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$838K
|
+$788K
|
+12,625
|
New
|
|
|
211
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$827K
|
+$247K
|
+3,951
|
+46%
|
|
|
212
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$825K
|
+$207K
|
+3,321
|
+36%
|
|
|
213
|
Bel Air Investment Advisors
Los Angeles,
California
|
$806K
|
+$759K
|
+12,154
|
New
|
|
|
214
|
William Blair & Company
Chicago,
Illinois
|
$797K
|
-$62.9K
|
-1,008
|
-8%
|
|
|
215
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$779K
|
+$439K
|
+7,042
|
+163%
|
|
|
216
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$750K
|
+$142K
|
+2,278
|
+25%
|
|
|
217
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$726K
|
+$683K
|
+10,937
|
New
|
|
|
218
|
|
$723K
|
-$9.41M
|
-150,746
|
-93%
|
|
|
219
|
Venturi Wealth Management
Austin,
Texas
|
$711K
|
+$668K
|
+10,711
|
New
|
|
|
220
|
Summit Global Investments
Bountiful,
Utah
|
$710K
|
+$668K
|
+10,700
|
New
|
|
|
221
|
M&T Bank
Buffalo,
New York
|
$707K
|
-$177K
|
-2,834
|
-21%
|
|
|
222
|
Leuthold Group
Minneapolis,
Minnesota
|
$706K
|
+$308K
|
+4,936
|
+86%
|
|
|
223
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$683K
|
+$44.9K
|
+720
|
+8%
|
|
|
224
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$669K
|
+$630K
|
+10,091
|
New
|
|
|
225
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$663K
|
+$9.11K
|
+146
|
+1%
|
|
