|
201
|
Spearhead Capital Advisors
Wellington,
Florida
|
$483K
|
+$55.8K
|
+790
|
+13%
|
|
|
202
|
Sunbelt Securities
Houston,
Texas
|
$481K
|
+$636
|
+9
|
+0.1%
|
|
|
203
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$477K
|
-$43.9K
|
-621
|
-8%
|
|
|
204
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$473K
|
-$15.3K
|
-217
|
-3%
|
|
|
205
|
|
$468K
|
-$322K
|
-4,549
|
-40%
|
|
|
206
|
Colony Group
Boston,
Massachusetts
|
$464K
|
–
|
–
|
–
|
|
|
207
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$457K
|
+$213K
|
+3,008
|
+84%
|
|
|
208
|
M Holdings Securities
Portland,
Oregon
|
$456K
|
-$28.6K
|
-404
|
-6%
|
|
|
209
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$454K
|
-$51K
|
-721
|
-10%
|
|
|
210
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$446K
|
+$77.5K
|
+1,097
|
+21%
|
|
|
211
|
Perigon Wealth Management
San Francisco,
California
|
$445K
|
+$453K
|
+6,415
|
New
|
|
|
212
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$444K
|
-$51.5K
|
-728
|
-10%
|
|
|
213
|
D.A. Davidson & Co
Great Falls,
Montana
|
$434K
|
-$8.91K
|
-126
|
-2%
|
|
|
214
|
Merit Financial Group
Alpharetta,
Georgia
|
$431K
|
-$160K
|
-2,257
|
-27%
|
|
|
215
|
Northwest Wealth Management
Spencer,
Iowa
|
$423K
|
–
|
–
|
–
|
|
|
216
|
IFG Advisory
Atlanta,
Georgia
|
$414K
|
+$17K
|
+241
|
+4%
|
|
|
217
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$411K
|
+$419K
|
+5,923
|
New
|
|
|
218
|
Confluence Wealth Management
Portland,
Oregon
|
$406K
|
–
|
–
|
–
|
|
|
219
|
Chevy Chase Trust
Bethesda,
Maryland
|
$397K
|
-$1.7K
|
-24
|
-0.4%
|
|
|
220
|
Capital Advantage
Walnut Creek,
California
|
$396K
|
-$30.5K
|
-431
|
-7%
|
|
|
221
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$392K
|
+$9.68K
|
+137
|
+2%
|
|
|
222
|
Caprock Group
Boise,
Idaho
|
$370K
|
-$48.3K
|
-684
|
-11%
|
|
|
223
|
Geneos Wealth Management
Englewood,
Colorado
|
$360K
|
–
|
–
|
–
|
|
|
224
|
Belpointe Asset Management
Reno,
Nevada
|
$356K
|
+$84.3K
|
+1,192
|
+30%
|
|
|
225
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$354K
|
–
|
–
|
–
|
|
