|
201
|
IEQ Capital
Foster City,
California
|
$959K
|
+$662K
|
+9,677
|
+195%
|
|
|
202
|
SOL Capital Management
Rockville,
Maryland
|
$955K
|
-$42.7K
|
-625
|
-4%
|
|
|
203
|
IHT Wealth Management
Chicago,
Illinois
|
$950K
|
+$47.1K
|
+689
|
+5%
|
|
|
204
|
Bremer Bank National Association
St Paul,
Minnesota
|
$931K
|
-$2.94K
|
-43
|
-0.3%
|
|
|
205
|
Joel Isaacson & Co
New York
|
$865K
|
–
|
–
|
–
|
|
|
206
|
Phocas Financial Corp
Alameda,
California
|
$852K
|
–
|
–
|
–
|
|
|
207
|
Geneos Wealth Management
Englewood,
Colorado
|
$850K
|
-$825K
|
-12,074
|
-48%
|
|
|
208
|
Belpointe Asset Management
Reno,
Nevada
|
$848K
|
-$53.8K
|
-787
|
-6%
|
|
|
209
|
Steward Partners Investment Advisory
New York
|
$845K
|
-$158K
|
-2,318
|
-15%
|
|
|
210
|
GFS Advisors
Houston,
Texas
|
$844K
|
+$880K
|
+12,875
|
New
|
|
|
211
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$836K
|
-$152K
|
-2,228
|
-15%
|
|
|
212
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$826K
|
-$39.2K
|
-573
|
-4%
|
|
|
213
|
WealthBridge Capital Management
Westerville,
Ohio
|
$824K
|
+$210K
|
+3,077
|
+32%
|
|
|
214
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$818K
|
+$853K
|
+12,476
|
New
|
|
|
215
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$815K
|
–
|
–
|
–
|
|
|
216
|
Weiss Multi-Strategy Advisers
New York
|
$814K
|
+$849K
|
+12,424
|
New
|
|
|
217
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$805K
|
-$12.6K
|
-184
|
-1%
|
|
|
218
|
William Blair & Company
Chicago,
Illinois
|
$781K
|
-$6.56K
|
-96
|
-0.8%
|
|
|
219
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$761K
|
+$794K
|
+11,613
|
New
|
|
|
220
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$743K
|
+$1.71K
|
+25
|
+0.2%
|
|
|
221
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$733K
|
-$261K
|
-3,820
|
-25%
|
|
|
222
|
Patron Partners
Houston,
Texas
|
$732K
|
+$94.9K
|
+1,388
|
+14%
|
|
|
223
|
Ategra Capital Management
Vienna,
Virginia
|
$710K
|
+$741K
|
+10,842
|
New
|
|
|
224
|
M&T Bank
Buffalo,
New York
|
$700K
|
+$684
|
+10
|
+0.1%
|
|
|
225
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$678K
|
+$3.42K
|
+50
|
+0.5%
|
|
