|
176
|
WealthSource Partners
San Luis Obispo,
California
|
$475K
|
-$1.43K
|
-14
|
-0.3%
|
|
|
177
|
Advisory Research
Chicago,
Illinois
|
$473K
|
–
|
–
|
–
|
|
|
178
|
|
$470K
|
+$502K
|
+4,900
|
New
|
|
|
179
|
Perennial Investment Advisors
Los Angeles,
California
|
$463K
|
+$494K
|
+4,823
|
New
|
|
|
180
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$461K
|
-$6.15K
|
-60
|
-1%
|
|
|
181
|
CCG Wealth Management
San Diego,
California
|
$461K
|
–
|
–
|
–
|
|
|
182
|
Meridian Investment Counsel
Lafayette,
California
|
$455K
|
+$487K
|
+4,750
|
New
|
|
|
183
|
BTR Capital Management
Oakland,
California
|
$446K
|
–
|
–
|
–
|
|
|
184
|
Cladis Investment Advisory
Billings,
Montana
|
$427K
|
+$456K
|
+4,449
|
New
|
|
|
185
|
|
$426K
|
+$456K
|
+4,447
|
New
|
|
|
186
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$425K
|
-$130K
|
-1,269
|
-22%
|
|
|
187
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$424K
|
+$260K
|
+2,537
|
+135%
|
|
|
188
|
Davenport & Co
Richmond,
Virginia
|
$420K
|
-$591K
|
-5,770
|
-57%
|
|
|
189
|
Crestmont Private Wealth
Houston,
Texas
|
$410K
|
+$438K
|
+4,278
|
New
|
|
|
190
|
SeaCrest Wealth Management
Purchase,
New York
|
$388K
|
+$10.2K
|
+100
|
+3%
|
|
|
191
|
Vontobel Holding
Zurich,
Switzerland
|
$388K
|
+$206K
|
+2,009
|
+98%
|
|
|
192
|
Parkside Investments
Deerfield,
Illinois
|
$383K
|
-$1.13M
|
-11,000
|
-73%
|
|
|
193
|
Tiedemann Advisors
New York
|
$381K
|
-$4.1K
|
-40
|
-1%
|
|
|
194
|
Holt Capital Partners
Fort Worth,
Texas
|
$380K
|
-$7.68K
|
-75
|
-2%
|
|
|
195
|
Personal CFO Solutions
Chester,
New Jersey
|
$378K
|
+$39K
|
+381
|
+11%
|
|
|
196
|
Concorde Financial
Dallas,
Texas
|
$363K
|
+$355K
|
+3,462
|
New
|
|
|
197
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$362K
|
-$548K
|
-5,346
|
-59%
|
|
|
198
|
|
$360K
|
-$72K
|
-703
|
-16%
|
|
|
199
|
Sanders Morris Harris
Houston,
Texas
|
$360K
|
–
|
–
|
–
|
|
|
200
|
Cavalier Investments
Alpharetta,
Georgia
|
$360K
|
+$119K
|
+1,161
|
+45%
|
|
