|
501
|
Belpointe Asset Management
Reno,
Nevada
|
$864K
|
+$194K
|
+697
|
+33%
|
|
|
502
|
Provident Wealth Management
Brentwood,
Tennessee
|
$857K
|
–
|
–
|
–
|
|
|
503
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$857K
|
-$689K
|
-2,474
|
-47%
|
|
|
504
|
Raleigh Capital Management
Cary,
North Carolina
|
$851K
|
+$285K
|
+1,024
|
+58%
|
|
|
505
|
NorthRock Partners
Minneapolis,
Minnesota
|
$847K
|
+$316K
|
+1,134
|
+69%
|
|
|
506
|
Naples Global Advisors
Naples,
Florida
|
$846K
|
-$5.57K
|
-20
|
-0.7%
|
|
|
507
|
American Trust
Lexington,
Kentucky
|
$844K
|
+$773K
|
+2,773
|
New
|
|
|
508
|
Unique Wealth
Clearwater,
Florida
|
$837K
|
-$4.24M
|
-15,223
|
-85%
|
|
|
509
|
East Coast Asset Management
Essex,
Massachusetts
|
$836K
|
–
|
–
|
–
|
|
|
510
|
Soundwatch Capital
Rowayton,
Connecticut
|
$835K
|
+$35.4K
|
+127
|
+5%
|
|
|
511
|
Venturi Wealth Management
Austin,
Texas
|
$827K
|
+$4.18K
|
+15
|
+0.6%
|
|
|
512
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$827K
|
-$378K
|
-1,355
|
-33%
|
|
|
513
|
Triad Wealth Partners
Lawrence,
Kansas
|
$827K
|
+$11.4K
|
+41
|
+2%
|
|
|
514
|
Calton & Associates
Tampa,
Florida
|
$825K
|
+$334K
|
+1,198
|
+79%
|
|
|
515
|
LGT Financial Advisors
Dallas,
Texas
|
$820K
|
+$152K
|
+544
|
+25%
|
|
|
516
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$819K
|
-$2.51K
|
-9
|
-0.3%
|
|
|
517
|
PKS Advisory Services
Albany,
New York
|
$807K
|
+$279
|
+1
|
+0%
|
|
|
518
|
Prosperity Wealth Management
San Ramon,
California
|
$800K
|
-$424K
|
-1,520
|
-37%
|
|
|
519
|
First Citizens Financial Corp
Mason City,
Iowa
|
$797K
|
+$16.7K
|
+60
|
+2%
|
|
|
520
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$795K
|
+$57.1K
|
+205
|
+9%
|
|
|
521
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$791K
|
–
|
–
|
–
|
|
|
522
|
Schnieders Capital Management
Pasadena,
California
|
$791K
|
–
|
–
|
–
|
|
|
523
|
Vivaldi Capital Management
Chicago,
Illinois
|
$788K
|
-$15K
|
-54
|
-2%
|
|
|
524
|
Golden Road Advisors
Tampa,
Florida
|
$783K
|
-$52.9K
|
-190
|
-7%
|
|
|
525
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$782K
|
–
|
–
|
–
|
|
