|
201
|
Transcend Capital Advisors
Madison,
New Jersey
|
$795K
|
+$783K
|
+18,527
|
New
|
|
|
202
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$794K
|
+$16.8K
|
+397
|
+2%
|
|
|
203
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$737K
|
-$567K
|
-13,422
|
-44%
|
|
|
204
|
IPG Investment Advisors
San Diego,
California
|
$721K
|
+$24.3K
|
+575
|
+4%
|
|
|
205
|
Bramshill Investments
Naples,
Florida
|
$719K
|
-$647K
|
-15,319
|
-48%
|
|
|
206
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$705K
|
+$93.8K
|
+2,221
|
+16%
|
|
|
207
|
Montecito Bank & Trust
Santa Barbara,
California
|
$700K
|
-$981K
|
-23,221
|
-59%
|
|
|
208
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$692K
|
+$41.6K
|
+985
|
+7%
|
|
|
209
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$690K
|
-$2.77M
|
-65,625
|
-80%
|
|
|
210
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$623K
|
+$614K
|
+14,537
|
New
|
|
|
211
|
Hayden Royal
Charlotte,
North Carolina
|
$620K
|
+$303K
|
+7,164
|
New
|
|
|
212
|
Financial Sense Advisors
San Diego,
California
|
$613K
|
+$604K
|
+14,287
|
New
|
|
|
213
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$595K
|
–
|
–
|
–
|
|
|
214
|
Baker Avenue Asset Management
San Francisco,
California
|
$595K
|
+$586K
|
+13,882
|
New
|
|
|
215
|
Peak Asset Management
Louisville,
Colorado
|
$593K
|
+$584K
|
+13,833
|
New
|
|
|
216
|
Fluent Financial
Dallas,
Texas
|
$580K
|
-$11.7K
|
-277
|
-2%
|
|
|
217
|
Private Capital Group
West Hartford,
Connecticut
|
$577K
|
+$204K
|
+4,822
|
+56%
|
|
|
218
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$574K
|
+$5.41K
|
+128
|
+1%
|
|
|
219
|
Arete Wealth Advisors
Chicago,
Illinois
|
$569K
|
-$71.3K
|
-1,687
|
-11%
|
|
|
220
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$569K
|
+$561K
|
+13,278
|
New
|
|
|
221
|
Veracity Capital
Atlanta,
Georgia
|
$562K
|
-$11.5K
|
-273
|
-2%
|
|
|
222
|
SigFig Wealth Management
San Francisco,
California
|
$561K
|
+$553K
|
+13,089
|
New
|
|
|
223
|
Belpointe Asset Management
Reno,
Nevada
|
$555K
|
+$183K
|
+4,329
|
+50%
|
|
|
224
|
Creative Financial Designs
Kokomo,
Indiana
|
$548K
|
+$404K
|
+9,555
|
+296%
|
|
|
225
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$531K
|
-$77.4K
|
-1,832
|
-13%
|
|
