|
101
|
Belpointe Asset Management
Reno,
Nevada
|
$782K
|
+$130K
|
+2,604
|
+20%
|
|
|
102
|
Client First Capital
San Diego,
California
|
$770K
|
+$73.6K
|
+1,470
|
+11%
|
|
|
103
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$749K
|
-$286K
|
-5,709
|
-28%
|
|
|
104
|
Avantax Advisory Services
Dallas,
Texas
|
$737K
|
-$22.4K
|
-447
|
-3%
|
|
|
105
|
Vise Technologies
New York
|
$726K
|
+$723K
|
+14,436
|
New
|
|
|
106
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$694K
|
–
|
–
|
–
|
|
|
107
|
Sykon Capital
Harrison,
New York
|
$678K
|
+$50.1K
|
+1,000
|
+8%
|
|
|
108
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$670K
|
-$36.5K
|
-729
|
-5%
|
|
|
109
|
Objective Capital Management
Pepper Pike,
Ohio
|
$659K
|
-$45.9K
|
-917
|
-7%
|
|
|
110
|
Perennial Investment Advisors
Los Angeles,
California
|
$654K
|
+$389K
|
+7,771
|
+148%
|
|
|
111
|
KM Capital Management
Austin,
Texas
|
$630K
|
-$1.46M
|
-29,194
|
-70%
|
|
|
112
|
Waverly Advisors
Birmingham,
Alabama
|
$617K
|
+$269K
|
+5,365
|
+78%
|
|
|
113
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$594K
|
+$117K
|
+2,329
|
+25%
|
|
|
114
|
Citadel Advisors
Miami,
Florida
|
$582K
|
+$580K
|
+11,582
|
New
|
|
|
115
|
Allworth Financial
Folsom,
California
|
$575K
|
+$59.5K
|
+1,189
|
+12%
|
|
|
116
|
VERITY Wealth Advisors
Sausalito,
United States
|
$574K
|
–
|
–
|
–
|
|
|
117
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$573K
|
+$570K
|
+11,392
|
New
|
|
|
118
|
TAGStone Capital
Charlotte,
North Carolina
|
$551K
|
-$1.46M
|
-29,095
|
-73%
|
|
|
119
|
Crossmark Global Holdings
Houston,
Texas
|
$533K
|
-$39.6K
|
-790
|
-7%
|
|
|
120
|
Forum Financial Management
Lombard,
Illinois
|
$528K
|
+$526K
|
+10,500
|
New
|
|
|
121
|
CreativeOne Wealth
Overland Park,
Kansas
|
$460K
|
-$50.9K
|
-1,017
|
-10%
|
|
|
122
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$459K
|
+$117K
|
+2,346
|
+35%
|
|
|
123
|
Graypoint LLC
Albany,
New York
|
$454K
|
-$50.1K
|
-1,000
|
-10%
|
|
|
124
|
Farther Finance Advisors
San Francisco,
California
|
$446K
|
+$378K
|
+7,551
|
+570%
|
|
|
125
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$420K
|
+$3.05K
|
+61
|
+0.7%
|
|
