|
226
|
Vivaldi Capital Management
Chicago,
Illinois
|
$861K
|
-$49.3K
|
-240
|
-5%
|
|
|
227
|
Hollow Brook Wealth Management
Katonah,
New York
|
$860K
|
+$848K
|
+4,126
|
New
|
|
|
228
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$852K
|
–
|
–
|
–
|
|
|
229
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$834K
|
-$8.22K
|
-40
|
-1%
|
|
|
230
|
SOL Capital Management
Rockville,
Maryland
|
$823K
|
–
|
–
|
–
|
|
|
231
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$823K
|
+$42.9K
|
+209
|
+6%
|
|
|
232
|
Apella Capital
West Hartford,
Connecticut
|
$821K
|
+$9.24K
|
+45
|
+1%
|
|
|
233
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$819K
|
–
|
–
|
–
|
|
|
234
|
FDx Advisors
Chicago,
Illinois
|
$795K
|
-$93.1K
|
-453
|
-11%
|
|
|
235
|
CIBC World Market
Toronto,
Ontario, Canada
|
$791K
|
-$140K
|
-682
|
-15%
|
|
|
236
|
VERITY Wealth Advisors
Sausalito,
United States
|
$790K
|
–
|
–
|
–
|
|
|
237
|
Coldstream Capital Management
Bellevue,
Washington
|
$779K
|
+$768K
|
+3,737
|
New
|
|
|
238
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$763K
|
-$51.2K
|
-249
|
-6%
|
|
|
239
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$762K
|
-$25.1K
|
-122
|
-3%
|
|
|
240
|
Avidian Wealth Enterprises
Houston,
Texas
|
$762K
|
+$750K
|
+3,653
|
New
|
|
|
241
|
Concentric Wealth Management
Lafayette,
California
|
$751K
|
–
|
–
|
–
|
|
|
242
|
Iconiq Capital
San Francisco,
California
|
$733K
|
+$1.23K
|
+6
|
+0.2%
|
|
|
243
|
Private Ocean
San Rafael,
California
|
$727K
|
+$205
|
+1
|
+0%
|
|
|
244
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$726K
|
–
|
–
|
–
|
|
|
245
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$723K
|
-$20.1K
|
-98
|
-3%
|
|
|
246
|
Montag & Associates
Atlanta,
Georgia
|
$720K
|
–
|
–
|
–
|
|
|
247
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$720K
|
+$710K
|
+3,454
|
New
|
|
|
248
|
Summit Financial Group
Moorefield,
West Virginia
|
$718K
|
-$5.14K
|
-25
|
-0.7%
|
|
|
249
|
Checchi Capital Advisers
Beverly Hills,
California
|
$716K
|
–
|
–
|
–
|
|
|
250
|
NWAM LLC
Mercer Island,
Washington
|
$714K
|
+$136K
|
+664
|
+24%
|
|
