|
151
|
Caldwell Trust
Venice,
Florida
|
$416K
|
+$71.5K
|
+1,125
|
+23%
|
|
|
152
|
SP Asset Management
Cupertino,
California
|
$413K
|
+$98.6K
|
+1,551
|
+30%
|
|
|
153
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$411K
|
-$20.7K
|
-326
|
-5%
|
|
|
154
|
Belpointe Asset Management
Reno,
Nevada
|
$403K
|
-$282K
|
-4,429
|
-43%
|
|
|
155
|
Wealth Advisors
Rancho Santa Fe,
California
|
$402K
|
-$20.4K
|
-320
|
-5%
|
|
|
156
|
Beacon Pointe Advisors
Newport Beach,
California
|
$395K
|
+$363K
|
+5,704
|
New
|
|
|
157
|
Avitas Wealth Management
Los Angeles,
California
|
$388K
|
+$60.6K
|
+953
|
+20%
|
|
|
158
|
United Capital Financial Advisors
Irving,
Texas
|
$382K
|
+$5.72K
|
+90
|
+2%
|
|
|
159
|
McDonald Partners
Cleveland,
Ohio
|
$382K
|
+$62.8K
|
+987
|
+22%
|
|
|
160
|
Global Retirement Partners
San Rafael,
California
|
$381K
|
-$40.7K
|
-640
|
-10%
|
|
|
161
|
Leo Brokerage
Hurst,
Texas
|
$381K
|
–
|
–
|
–
|
|
|
162
|
WealthOne
Albany,
New York
|
$377K
|
+$70.1K
|
+1,102
|
+25%
|
|
|
163
|
SVB Wealth
Boston,
Massachusetts
|
$353K
|
–
|
–
|
–
|
|
|
164
|
Millennium Management
New York
|
$349K
|
-$7.44M
|
-117,030
|
-96%
|
|
|
165
|
Geneos Wealth Management
Englewood,
Colorado
|
$345K
|
-$6.68K
|
-105
|
-2%
|
|
|
166
|
Equitable Holdings
New York
|
$336K
|
-$230K
|
-3,613
|
-43%
|
|
|
167
|
Townsend Asset Management
Raleigh,
North Carolina
|
$332K
|
-$59.2K
|
-931
|
-16%
|
|
|
168
|
NWAM LLC
Mercer Island,
Washington
|
$332K
|
+$305K
|
+4,798
|
New
|
|
|
169
|
Trek Financial
Scottsdale,
Arizona
|
$328K
|
–
|
–
|
–
|
|
|
170
|
LexAurum Advisors
Overland Park,
Kansas
|
$325K
|
+$36.3K
|
+570
|
+14%
|
|
|
171
|
Stephens Inc
Little Rock,
Arkansas
|
$321K
|
+$13.4K
|
+211
|
+5%
|
|
|
172
|
CIBC World Market
Toronto,
Ontario, Canada
|
$320K
|
+$88.8K
|
+1,397
|
+43%
|
|
|
173
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$302K
|
+$87.9K
|
+1,382
|
+46%
|
|
|
174
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$300K
|
–
|
–
|
–
|
|
|
175
|
Geier Asset Management
Marriottsville,
Maryland
|
$298K
|
–
|
–
|
–
|
|
