|
201
|
Biltmore Family Office
Charlotte,
North Carolina
|
$424K
|
–
|
–
|
–
|
|
|
202
|
Bremer Bank National Association
St Paul,
Minnesota
|
$422K
|
–
|
–
|
–
|
|
|
203
|
Independent Financial Group
San Diego,
California
|
$420K
|
-$13K
|
-88
|
-3%
|
|
|
204
|
Glovista Investments
Jersey City,
New Jersey
|
$419K
|
+$415K
|
+2,800
|
New
|
|
|
205
|
Community Financial Services Group
Newport,
Vermont
|
$413K
|
-$174K
|
-1,176
|
-30%
|
|
|
206
|
Western Wealth Management
Golden,
Colorado
|
$405K
|
+$148
|
+1
|
+0%
|
|
|
207
|
United Asset Strategies
Garden City,
New York
|
$397K
|
-$96.4K
|
-650
|
-20%
|
|
|
208
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$397K
|
-$8.15K
|
-55
|
-2%
|
|
|
209
|
TD Private Client Wealth
New York
|
$392K
|
+$371K
|
+2,505
|
+2,123%
|
|
|
210
|
IFG Advisory
Atlanta,
Georgia
|
$388K
|
+$148
|
+1
|
+0%
|
|
|
211
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$387K
|
–
|
–
|
–
|
|
|
212
|
Northeast Financial Consultants
Westport,
Connecticut
|
$386K
|
+$3.26K
|
+22
|
+0.9%
|
|
|
213
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$381K
|
–
|
–
|
–
|
|
|
214
|
Calamos Wealth Management
Naperville,
Illinois
|
$375K
|
–
|
–
|
–
|
|
|
215
|
Neuberger Berman Group
New York
|
$363K
|
-$190K
|
-1,283
|
-35%
|
|
|
216
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$362K
|
+$94.6K
|
+638
|
+36%
|
|
|
217
|
TCF National Bank
Sioux Falls,
South Dakota
|
$359K
|
+$10.1K
|
+68
|
+3%
|
|
|
218
|
Private Wealth Group
Tampa,
Florida
|
$353K
|
+$29.6K
|
+200
|
+9%
|
|
|
219
|
Evoke Wealth
Los Angeles,
California
|
$346K
|
–
|
–
|
–
|
|
|
220
|
Caprock Group
Boise,
Idaho
|
$341K
|
+$338K
|
+2,281
|
New
|
|
|
221
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$340K
|
-$293K
|
-1,974
|
-46%
|
|
|
222
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$337K
|
+$91.3K
|
+616
|
+38%
|
|
|
223
|
Belpointe Asset Management
Reno,
Nevada
|
$328K
|
-$1.48K
|
-10
|
-0.5%
|
|
|
224
|
Financial Insights
Tacoma,
Washington
|
$328K
|
+$404K
|
+2,724
|
+123%
|
|
|
225
|
Geneos Wealth Management
Englewood,
Colorado
|
$327K
|
+$81.8K
|
+552
|
+33%
|
|
