|
201
|
Belpointe Asset Management
Reno,
Nevada
|
$2.34M
|
+$1.19M
|
+11,851
|
+105%
|
|
|
202
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.29M
|
+$102K
|
+1,022
|
+5%
|
|
|
203
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$2.28M
|
+$2.26M
|
+22,527
|
New
|
|
|
204
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.27M
|
-$551K
|
-5,497
|
-20%
|
|
|
205
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.25M
|
-$138K
|
-1,374
|
-6%
|
|
|
206
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.25M
|
+$2.22M
|
+22,184
|
New
|
|
|
207
|
Cambridge Associates
Boston,
Massachusetts
|
$2.22M
|
–
|
–
|
–
|
|
|
208
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.17M
|
-$38.5K
|
-384
|
-2%
|
|
|
209
|
Rockefeller Capital Management
New York
|
$2.14M
|
-$81.2K
|
-811
|
-4%
|
|
|
210
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.12M
|
-$886K
|
-8,847
|
-30%
|
|
|
211
|
Hudson Portfolio Management
Garrison,
New York
|
$2.1M
|
+$2.07M
|
+20,700
|
New
|
|
|
212
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.09M
|
+$908K
|
+9,065
|
+78%
|
|
|
213
|
Lazari Capital Management
Woodland Hills,
California
|
$2.08M
|
+$73.3K
|
+732
|
+4%
|
|
|
214
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$2.08M
|
+$71.7K
|
+716
|
+4%
|
|
|
215
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.05M
|
-$71.3K
|
-712
|
-3%
|
|
|
216
|
Evoke Wealth
Los Angeles,
California
|
$2.01M
|
+$1.99M
|
+19,859
|
New
|
|
|
217
|
|
$1.97M
|
-$526K
|
-5,253
|
-21%
|
|
|
218
|
Bell Investment Advisors
Oakland,
California
|
$1.96M
|
-$36.2K
|
-361
|
-2%
|
|
|
219
|
Sharper & Granite
El Segundo,
California
|
$1.94M
|
-$46.2K
|
-461
|
-2%
|
|
|
220
|
|
$1.91M
|
+$111K
|
+1,104
|
+6%
|
|
|
221
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.85M
|
+$1.83M
|
+18,292
|
New
|
|
|
222
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.82M
|
-$322K
|
-3,218
|
-15%
|
|
|
223
|
Avantax Advisory Services
Dallas,
Texas
|
$1.81M
|
+$7.71K
|
+77
|
+0.4%
|
|
|
224
|
Private Advisor Group
Morristown,
New Jersey
|
$1.73M
|
-$1.54M
|
-15,326
|
-47%
|
|
|
225
|
Prosperity Planning
Kansas City,
Missouri
|
$1.7M
|
-$1.53M
|
-15,274
|
Closed
|
|
