|
201
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.04M
|
+$618K
|
+14,604
|
+133%
|
|
|
202
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1.04M
|
–
|
–
|
–
|
|
|
203
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.03M
|
-$68.8K
|
-1,626
|
-6%
|
|
|
204
|
KFA Private Wealth Group
Tysons,
Virginia
|
$1.02M
|
-$66K
|
-1,560
|
-6%
|
|
|
205
|
Flynn Zito Capital Management
Garden City,
New York
|
$1.02M
|
+$1.07M
|
+25,198
|
New
|
|
|
206
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.02M
|
-$1.4K
|
-33
|
-0.1%
|
|
|
207
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.01M
|
-$104K
|
-2,466
|
-9%
|
|
|
208
|
Triumph Capital Management
Denver,
Colorado
|
$973K
|
-$130K
|
-3,068
|
-11%
|
|
|
209
|
Private Advisor Group
Morristown,
New Jersey
|
$963K
|
-$371K
|
-8,768
|
-27%
|
|
|
210
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$960K
|
-$11.6K
|
-275
|
-1%
|
|
|
211
|
HB Wealth Management
Atlanta,
Georgia
|
$947K
|
+$988K
|
+23,359
|
New
|
|
|
212
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$937K
|
+$309K
|
+7,316
|
+46%
|
|
|
213
|
SVB Wealth
Boston,
Massachusetts
|
$932K
|
+$23.2K
|
+548
|
+2%
|
|
|
214
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$907K
|
-$445K
|
-10,530
|
-32%
|
|
|
215
|
Blue Trust Inc
Alpharetta,
Georgia
|
$897K
|
+$863K
|
+20,398
|
New
|
|
|
216
|
JB Capital
Wethersfield,
Connecticut
|
$894K
|
+$932K
|
+22,038
|
New
|
|
|
217
|
Clear Creek Financial Management
Silverdale,
Washington
|
$888K
|
+$926K
|
+21,899
|
New
|
|
|
218
|
Matthew Hamilton Rosenberg
|
$870K
|
-$74.9K
|
-1,770
|
-8%
|
|
|
219
|
4J Wealth Management
Alexandria,
Virginia
|
$870K
|
+$907K
|
+21,455
|
New
|
|
|
220
|
Cabot Wealth Management
Salem,
Massachusetts
|
$868K
|
+$112K
|
+2,637
|
+14%
|
|
|
221
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$864K
|
+$6.85K
|
+162
|
+0.8%
|
|
|
222
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$857K
|
-$58.7K
|
-1,388
|
-6%
|
|
|
223
|
Sunbelt Securities
Houston,
Texas
|
$854K
|
+$616K
|
+14,567
|
+224%
|
|
|
224
|
Raymond James Trust
St. Petersburg,
Florida
|
$852K
|
-$701K
|
-16,568
|
-44%
|
|
|
225
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$849K
|
+$886K
|
+20,935
|
New
|
|
