|
51
|
Western Wealth Management
Golden,
Colorado
|
$242K
|
+$238K
|
+4,156
|
New
|
|
|
52
|
SVB Wealth
Boston,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
53
|
Joseph Group Capital Management
Columbus,
Ohio
|
$218K
|
+$216K
|
+3,772
|
New
|
|
|
54
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$200K
|
+$198K
|
+3,450
|
New
|
|
|
55
|
FAS Wealth Partners
Leawood,
Kansas
|
$183K
|
+$1.72K
|
+30
|
+1%
|
|
|
56
|
Belpointe Asset Management
Reno,
Nevada
|
$159K
|
+$22.8K
|
+398
|
+17%
|
|
|
57
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$129K
|
+$69.9K
|
+1,220
|
+120%
|
|
|
58
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$101K
|
–
|
–
|
–
|
|
|
59
|
Spire Wealth Management
Mclean,
Virginia
|
$86K
|
+$7.33K
|
+128
|
+9%
|
|
|
60
|
Acima Private Wealth
Richmond,
Virginia
|
$82K
|
–
|
–
|
–
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$67K
|
+$5.96K
|
+104
|
+10%
|
|
|
62
|
Larson Financial Group
St Louis,
Missouri
|
$24K
|
+$286
|
+5
|
+1%
|
|
|
63
|
CoreCap Advisors
Southfield,
Michigan
|
$24K
|
+$23.9K
|
+417
|
New
|
|
|
64
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$16K
|
–
|
–
|
–
|
|
|
65
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
66
|
|
$4K
|
–
|
–
|
–
|
|
|
67
|
Alaethes Wealth
Glenbrook,
Nevada
|
$3K
|
–
|
–
|
–
|
|
|
68
|
Investors Research Corp
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$3K
|
+$2.92K
|
+51
|
New
|
|
|
70
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2K
|
+$2.29K
|
+40
|
New
|
|
|
71
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$1K
|
+$1.09K
|
+19
|
New
|
|
|
72
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$6.46M
|
-117,938
|
Closed
|
|
|
73
|
CX Institutional
Auburn,
Indiana
|
–
|
-$3.08M
|
-56,179
|
Closed
|
|
|
74
|
|
–
|
-$1.15M
|
-21,037
|
Closed
|
|
|
75
|
Total Wealth Planning
Cincinnati,
Ohio
|
–
|
-$775K
|
-14,152
|
Closed
|
|
