|
676
|
Orcam Financial Group
Encinitas,
California
|
$283K
|
–
|
–
|
–
|
|
|
677
|
Forefront Wealth Partners
Austin,
Texas
|
$283K
|
+$290K
|
+7,261
|
New
|
|
|
678
|
KM Capital Management
Austin,
Texas
|
$281K
|
-$88.4K
|
-2,209
|
-25%
|
|
|
679
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
680
|
Naples Global Advisors
Naples,
Florida
|
$281K
|
–
|
–
|
–
|
|
|
681
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$280K
|
+$49.2K
|
+1,230
|
+22%
|
|
|
682
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$279K
|
-$15.4K
|
-385
|
-5%
|
|
|
683
|
Disciplined Investors
Waco,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
684
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$277K
|
+$284K
|
+7,101
|
New
|
|
|
685
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$277K
|
+$760
|
+19
|
+0.3%
|
|
|
686
|
JM2 Capital
Edmond,
Oklahoma
|
$276K
|
+$3.12K
|
+78
|
+1%
|
|
|
687
|
Bank of New York Mellon
New York
|
$273K
|
-$83.7K
|
-2,092
|
-23%
|
|
|
688
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$272K
|
+$280K
|
+6,992
|
New
|
|
|
689
|
Thryve Wealth Management
Irving,
Texas
|
$270K
|
+$278K
|
+6,938
|
New
|
|
|
690
|
WorthPointe
La Jolla,
California
|
$268K
|
-$2.4K
|
-60
|
-0.9%
|
|
|
691
|
Aspiriant LLC
Los Angeles,
California
|
$267K
|
+$275K
|
+6,863
|
New
|
|
|
692
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$267K
|
+$274K
|
+6,843
|
New
|
|
|
693
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$265K
|
+$10.2K
|
+256
|
+4%
|
|
|
694
|
Vestor Capital
Chicago,
Illinois
|
$264K
|
-$196K
|
-4,898
|
-42%
|
|
|
695
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$260K
|
-$1.4K
|
-35
|
-0.5%
|
|
|
696
|
Wealthcare Capital Management
Richmond,
Virginia
|
$259K
|
+$266K
|
+6,655
|
New
|
|
|
697
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$258K
|
-$6.2K
|
-155
|
-2%
|
|
|
698
|
Integrity Alliance
Urbandale,
Iowa
|
$257K
|
–
|
–
|
–
|
|
|
699
|
Optivise Advisory Services
Franklin,
Tennessee
|
$256K
|
–
|
–
|
–
|
|
|
700
|
JMG Financial Group
Downers Grove,
Illinois
|
$252K
|
+$259K
|
+6,479
|
New
|
|
