|
201
|
Castleview Partners
Dallas,
Texas
|
$705K
|
+$130K
|
+4,160
|
+23%
|
|
|
202
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$695K
|
+$411K
|
+13,112
|
+147%
|
|
|
203
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$688K
|
+$78K
|
+2,488
|
+13%
|
|
|
204
|
Concurrent Investment Advisors
Tampa,
Florida
|
$680K
|
+$301K
|
+9,600
|
+80%
|
|
|
205
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$673K
|
-$65.3K
|
-2,083
|
-9%
|
|
|
206
|
Boothbay Fund Management
New York
|
$662K
|
-$207K
|
-6,600
|
-24%
|
|
|
207
|
Avidian Wealth Enterprises
Houston,
Texas
|
$661K
|
-$86.2K
|
-2,750
|
-12%
|
|
|
208
|
Madden Advisory Services
Jacksonville,
Florida
|
$658K
|
-$24.7K
|
-789
|
-4%
|
|
|
209
|
CWC Advisors
Lake Oswego,
Oregon
|
$611K
|
–
|
–
|
–
|
|
|
210
|
Promus Capital
Chicago,
Illinois
|
$590K
|
+$78.7K
|
+2,512
|
+16%
|
|
|
211
|
American Money Management
Rancho Santa Fe,
California
|
$582K
|
+$6.27K
|
+200
|
+1%
|
|
|
212
|
Family Capital Trust
Peabody,
Massachusetts
|
$576K
|
–
|
–
|
–
|
|
|
213
|
XML Financial
Bethesda,
Maryland
|
$565K
|
+$6.27K
|
+200
|
+1%
|
|
|
214
|
Lido Advisors
Los Angeles,
California
|
$560K
|
+$10K
|
+320
|
+2%
|
|
|
215
|
SCS Capital Management
Boston,
Massachusetts
|
$554K
|
+$551K
|
+17,572
|
New
|
|
|
216
|
|
$548K
|
-$95.9K
|
-3,061
|
-15%
|
|
|
217
|
Upper Left Wealth Management
Tampa,
Florida
|
$533K
|
-$101K
|
-3,209
|
-16%
|
|
|
218
|
Wedbush Securities
Los Angeles,
California
|
$528K
|
+$12.5K
|
+399
|
+2%
|
|
|
219
|
Seven Post Investment Office
San Francisco,
California
|
$521K
|
–
|
–
|
–
|
|
|
220
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$510K
|
-$26.6K
|
-850
|
-5%
|
|
|
221
|
FAS Wealth Partners
Leawood,
Kansas
|
$510K
|
+$507K
|
+16,171
|
New
|
|
|
222
|
Snowden Capital Advisors
New York
|
$505K
|
-$1.69K
|
-54
|
-0.3%
|
|
|
223
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$487K
|
–
|
–
|
–
|
|
|
224
|
Jamison Private Wealth Management
Milton,
Georgia
|
$483K
|
-$230K
|
-7,346
|
-32%
|
|
|
225
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$480K
|
+$114K
|
+3,629
|
+31%
|
|
