|
101
|
Raymond James Trust
St. Petersburg,
Florida
|
$520K
|
+$103K
|
+1,500
|
+27%
|
|
|
102
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$513K
|
-$17.3K
|
-252
|
-3%
|
|
|
103
|
Belpointe Asset Management
Reno,
Nevada
|
$508K
|
+$265K
|
+3,861
|
+126%
|
|
|
104
|
9258 Wealth Management
Blue Ash,
Ohio
|
$484K
|
-$27.5K
|
-400
|
-6%
|
|
|
105
|
Wealth Management Partners
Tucson,
Arizona
|
$451K
|
-$1.37K
|
-20
|
-0.3%
|
|
|
106
|
Harbour Investments
Madison,
Wisconsin
|
$426K
|
-$549
|
-8
|
-0.1%
|
|
|
107
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$403K
|
-$15K
|
-218
|
-4%
|
|
|
108
|
Koshinski Asset Management
Decatur,
Illinois
|
$390K
|
+$63.8K
|
+929
|
+21%
|
|
|
109
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$381K
|
+$69
|
+1
|
+0%
|
|
|
110
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$378K
|
+$354K
|
+5,160
|
New
|
|
|
111
|
Physician Wealth Advisors
Midvale,
Utah
|
$377K
|
+$5.42K
|
+79
|
+1%
|
|
|
112
|
Diversified Trust
Memphis,
Tennessee
|
$366K
|
+$343K
|
+5,000
|
New
|
|
|
113
|
HRC Wealth Management
Moscow,
Idaho
|
$365K
|
+$342K
|
+4,976
|
New
|
|
|
114
|
Tidal Investments
Milwaukee,
Wisconsin
|
$333K
|
+$6.87K
|
+100
|
+2%
|
|
|
115
|
BOK Financial Private Wealth
Denver,
Colorado
|
$327K
|
-$13.7K
|
-200
|
-4%
|
|
|
116
|
Creative Financial Designs
Kokomo,
Indiana
|
$323K
|
+$1.72K
|
+25
|
+0.6%
|
|
|
117
|
Merit Financial Group
Alpharetta,
Georgia
|
$319K
|
+$315K
|
+4,590
|
New
|
|
|
118
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$315K
|
+$12.5K
|
+182
|
+4%
|
|
|
119
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$311K
|
–
|
–
|
–
|
|
|
120
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$308K
|
+$2.61K
|
+38
|
+0.9%
|
|
|
121
|
James Investment Research
Alpha,
Ohio
|
$304K
|
+$17.8K
|
+260
|
+7%
|
|
|
122
|
|
$288K
|
+$37.6K
|
+547
|
+16%
|
|
|
123
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$286K
|
-$1.44K
|
-21
|
-0.5%
|
|
|
124
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$281K
|
+$263K
|
+3,830
|
New
|
|
|
125
|
Comerica Bank
Dallas,
Texas
|
$271K
|
+$96.3K
|
+1,403
|
+61%
|
|
