|
201
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$818K
|
+$817K
|
+16,320
|
New
|
|
|
202
|
Mariner
Overland Park,
Kansas
|
$812K
|
–
|
–
|
–
|
|
|
203
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$810K
|
+$311K
|
+6,207
|
+62%
|
|
|
204
|
Moseley Investment Management
Bradenton,
Florida
|
$802K
|
+$5.16K
|
+103
|
+0.6%
|
|
|
205
|
Aveo Capital Partners
Englewood,
Colorado
|
$780K
|
+$20.1K
|
+401
|
+3%
|
|
|
206
|
Bramshill Investments
Naples,
Florida
|
$757K
|
-$10.7M
|
-214,556
|
-93%
|
|
|
207
|
Venturi Wealth Management
Austin,
Texas
|
$747K
|
-$618K
|
-12,344
|
-45%
|
|
|
208
|
IHT Wealth Management
Chicago,
Illinois
|
$732K
|
-$77.3K
|
-1,544
|
-10%
|
|
|
209
|
Cooper Financial Group
Irvine,
California
|
$718K
|
-$17.9K
|
-357
|
-2%
|
|
|
210
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$710K
|
+$709K
|
+14,165
|
New
|
|
|
211
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$706K
|
-$17.5K
|
-350
|
-2%
|
|
|
212
|
GS Investments
Minneapolis,
Minnesota
|
$702K
|
-$651K
|
-13,000
|
-48%
|
|
|
213
|
Unio Capital
Princeton,
New Jersey
|
$688K
|
-$420K
|
-8,379
|
-38%
|
|
|
214
|
Icon Wealth Partners
Houston,
Texas
|
$680K
|
+$90.4K
|
+1,806
|
+15%
|
|
|
215
|
Wintrust Investments
Chicago,
Illinois
|
$680K
|
+$182K
|
+3,641
|
+37%
|
|
|
216
|
Strategy Asset Managers
Pasadena,
California
|
$678K
|
+$169K
|
+3,375
|
+33%
|
|
|
217
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$669K
|
-$652K
|
-13,012
|
-49%
|
|
|
218
|
First Wilshire Securities Management
Pasadena,
California
|
$648K
|
+$390K
|
+7,787
|
+151%
|
|
|
219
|
Koshinski Asset Management
Decatur,
Illinois
|
$643K
|
-$9.36K
|
-187
|
-1%
|
|
|
220
|
Physician Wealth Advisors
Midvale,
Utah
|
$640K
|
-$944K
|
-18,861
|
-60%
|
|
|
221
|
Providence First Trust
Scottsdale,
Arizona
|
$630K
|
-$33.4K
|
-667
|
-5%
|
|
|
222
|
Private Capital Group
West Hartford,
Connecticut
|
$626K
|
+$140K
|
+2,792
|
+29%
|
|
|
223
|
Avidian Wealth Enterprises
Houston,
Texas
|
$624K
|
+$18.4K
|
+367
|
+3%
|
|
|
224
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$614K
|
+$173K
|
+3,459
|
+39%
|
|
|
225
|
Tidal Investments
Milwaukee,
Wisconsin
|
$611K
|
+$17.2K
|
+343
|
+3%
|
|
