|
526
|
Triad Wealth Partners
Lawrence,
Kansas
|
$924K
|
+$18.8K
|
+59
|
+2%
|
|
|
527
|
Naples Global Advisors
Naples,
Florida
|
$924K
|
-$1.59K
|
-5
|
-0.2%
|
|
|
528
|
Calton & Associates
Tampa,
Florida
|
$916K
|
+$13.4K
|
+42
|
+2%
|
|
|
529
|
East Coast Asset Management
Essex,
Massachusetts
|
$914K
|
–
|
–
|
–
|
|
|
530
|
FWG Investments
Lexington,
Kentucky
|
$906K
|
+$386K
|
+1,215
|
+81%
|
|
|
531
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$905K
|
–
|
–
|
–
|
|
|
532
|
Private Trust Company
Cleveland,
Ohio
|
$902K
|
+$362K
|
+1,137
|
+72%
|
|
|
533
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$877K
|
-$1.19M
|
-3,732
|
-59%
|
|
|
534
|
Golden State Wealth Management
Santa Ana,
California
|
$869K
|
+$86.2K
|
+271
|
+12%
|
|
|
535
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$868K
|
+$285K
|
+897
|
+52%
|
|
|
536
|
Vivaldi Capital Management
Chicago,
Illinois
|
$862K
|
–
|
–
|
–
|
|
|
537
|
Prosperity Wealth Management
San Ramon,
California
|
$860K
|
-$13.4K
|
-42
|
-2%
|
|
|
538
|
Schnieders Capital Management
Pasadena,
California
|
$857K
|
-$7.95K
|
-25
|
-1%
|
|
|
539
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$857K
|
+$378K
|
+1,188
|
+86%
|
|
|
540
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$855K
|
–
|
–
|
–
|
|
|
541
|
Soundwatch Capital
Rowayton,
Connecticut
|
$852K
|
-$40.4K
|
-127
|
-5%
|
|
|
542
|
Mission Wealth Management
Santa Barbara,
California
|
$851K
|
+$1.59K
|
+5
|
+0.2%
|
|
|
543
|
Integrity Advisory Solutions
Dallas,
Texas
|
$850K
|
+$812K
|
+2,553
|
New
|
|
|
544
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$850K
|
+$812K
|
+2,553
|
New
|
|
|
545
|
Belpointe Asset Management
Reno,
Nevada
|
$847K
|
-$93.2K
|
-293
|
-10%
|
|
|
546
|
Gimbal Financial
Carmel,
Indiana
|
$847K
|
-$1.59K
|
-5
|
-0.2%
|
|
|
547
|
Magnus Financial Group
New York
|
$838K
|
+$60.7K
|
+191
|
+8%
|
|
|
548
|
Sequoia Financial Advisors
Akron,
Ohio
|
$836K
|
-$110K
|
-346
|
-12%
|
|
|
549
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$833K
|
+$28K
|
+88
|
+4%
|
|
|
550
|
Stillwater Wealth Management Group
Juno Beach,
Florida
|
$818K
|
+$781K
|
+2,456
|
New
|
|
