|
201
|
D.J. St. Germain
Springfield,
Massachusetts
|
$493K
|
-$11.2K
|
-70
|
-2%
|
|
|
202
|
Barclays
London,
United Kingdom
|
$476K
|
–
|
–
|
–
|
|
|
203
|
Sonata Capital Group
Seattle,
Washington
|
$464K
|
-$7.98K
|
-50
|
-2%
|
|
|
204
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$463K
|
–
|
–
|
–
|
|
|
205
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$458K
|
-$2.08K
|
-13
|
-0.4%
|
|
|
206
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$453K
|
-$14.2K
|
-89
|
-3%
|
|
|
207
|
Parallel Advisors
San Francisco,
California
|
$444K
|
-$31.9K
|
-200
|
-6%
|
|
|
208
|
Spearhead Capital Advisors
Wellington,
Florida
|
$443K
|
+$460K
|
+2,882
|
New
|
|
|
209
|
Stableford Capital II
Scottsdale,
Arizona
|
$437K
|
-$24.4K
|
-153
|
-5%
|
|
|
210
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$435K
|
-$22.8K
|
-143
|
-5%
|
|
|
211
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$414K
|
+$431K
|
+2,697
|
New
|
|
|
212
|
Hilton Capital Management
Garden City,
New York
|
$411K
|
–
|
–
|
–
|
|
|
213
|
Belpointe Asset Management
Reno,
Nevada
|
$408K
|
-$32.7K
|
-205
|
-7%
|
|
|
214
|
|
$403K
|
–
|
–
|
–
|
|
|
215
|
Donor Advised Charitable Giving
San Francisco,
California
|
$399K
|
–
|
–
|
–
|
|
|
216
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$396K
|
+$958
|
+6
|
+0.2%
|
|
|
217
|
Marco Investment Management
Atlanta,
Georgia
|
$390K
|
–
|
–
|
–
|
|
|
218
|
Greystone Investment Management
Cincinnati,
Ohio
|
$388K
|
–
|
–
|
–
|
|
|
219
|
Private Advisory Group
Redmond,
Washington
|
$388K
|
–
|
–
|
–
|
|
|
220
|
Highland Private Wealth Management
Bellevue,
Washington
|
$388K
|
+$404K
|
+2,528
|
New
|
|
|
221
|
|
$385K
|
+$400K
|
+2,508
|
New
|
|
|
222
|
Garde Capital
Seattle,
Washington
|
$376K
|
–
|
–
|
–
|
|
|
223
|
AIMZ Investment Advisors
Los Altos,
California
|
$373K
|
+$16.6K
|
+104
|
+4%
|
|
|
224
|
IndexIQ Advisors
New York
|
$367K
|
-$149K
|
-936
|
-28%
|
|
|
225
|
Leavell Investment Management
Mobile,
Alabama
|
$361K
|
-$55.9K
|
-350
|
-13%
|
|
