|
601
|
Level Four Advisory Services
Dallas,
Texas
|
$225K
|
+$225K
|
+2,235
|
New
|
|
|
602
|
D.A. Davidson & Co
Great Falls,
Montana
|
$225K
|
+$224K
|
+2,231
|
New
|
|
|
603
|
Intellectus Partners
San Francisco,
California
|
$222K
|
+$221K
|
+2,203
|
New
|
|
|
604
|
Private Trust Company
Cleveland,
Ohio
|
$221K
|
–
|
–
|
–
|
|
|
605
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$218K
|
-$18.8K
|
-187
|
-8%
|
|
|
606
|
Exeter Financial
Scottsdale,
Arizona
|
$218K
|
+$218K
|
+2,166
|
New
|
|
|
607
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$217K
|
+$217K
|
+2,156
|
New
|
|
|
608
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$217K
|
+$21.4M
|
+212,640
|
New
|
|
|
609
|
Sanders Morris Harris
Houston,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
610
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$214K
|
-$44.9K
|
-447
|
-17%
|
|
|
611
|
WealthCollab
Bellevue,
Washington
|
$210K
|
+$2.21K
|
+22
|
+1%
|
|
|
612
|
Koshinski Asset Management
Decatur,
Illinois
|
$210K
|
+$209K
|
+2,083
|
New
|
|
|
613
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$207K
|
+$2.71K
|
+27
|
+1%
|
|
|
614
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$207K
|
–
|
–
|
–
|
|
|
615
|
Capitol Family Office
Beaverton,
Oregon
|
$203K
|
+$203K
|
+2,020
|
New
|
|
|
616
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$203K
|
-$20.2K
|
-201
|
-9%
|
|
|
617
|
Summit Wealth Partners
Orlando,
Florida
|
$202K
|
+$201K
|
+2,004
|
New
|
|
|
618
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$201K
|
-$181K
|
-1,800
|
-47%
|
|
|
619
|
Northland Capital Management
Virginia,
Minnesota
|
$201K
|
-$50.3K
|
-500
|
-20%
|
|
|
620
|
Park Place Capital
Homewood,
Alabama
|
$201K
|
–
|
–
|
–
|
|
|
621
|
Williams Jones Wealth Management
New York
|
$201K
|
–
|
–
|
–
|
|
|
622
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$201K
|
–
|
–
|
–
|
|
|
623
|
Capital Planning
Bellevue,
Washington
|
$200K
|
+$200K
|
+1,990
|
New
|
|
|
624
|
Spire Wealth Management
Mclean,
Virginia
|
$190K
|
-$31.1K
|
-309
|
-14%
|
|
|
625
|
Bruce G. Allen Investments
Denver,
Colorado
|
$188K
|
+$4.83K
|
+48
|
+3%
|
|
