|
301
|
Crown Wealth Group
Charlotte,
North Carolina
|
$376K
|
–
|
–
|
–
|
|
|
302
|
Ignite Planners
San Clemente,
California
|
$369K
|
–
|
–
|
–
|
|
|
303
|
Consolidated Capital Management
Burbank,
California
|
$369K
|
+$393K
|
+1,576
|
New
|
|
|
304
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$366K
|
-$143K
|
-575
|
-27%
|
|
|
305
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$363K
|
–
|
–
|
–
|
|
|
306
|
tru Independence
Portland,
Oregon
|
$362K
|
-$56.8K
|
-228
|
-13%
|
|
|
307
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$360K
|
+$384K
|
+1,539
|
New
|
|
|
308
|
Merit Financial Group
Alpharetta,
Georgia
|
$357K
|
-$5.48K
|
-22
|
-1%
|
|
|
309
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$357K
|
–
|
–
|
–
|
|
|
310
|
Leelyn Smith
Geneva,
Illinois
|
$354K
|
+$28.4K
|
+114
|
+8%
|
|
|
311
|
CX Institutional
Auburn,
Indiana
|
$349K
|
–
|
–
|
–
|
|
|
312
|
J.W. Cole Advisors
Tampa,
Florida
|
$348K
|
-$12.7K
|
-51
|
-3%
|
|
|
313
|
Garrison Point Advisors
Walnut Creek,
California
|
$346K
|
-$24.9K
|
-100
|
-6%
|
|
|
314
|
Belpointe Asset Management
Reno,
Nevada
|
$346K
|
–
|
–
|
–
|
|
|
315
|
Russell Investments Group
London,
United Kingdom
|
$346K
|
-$36.9K
|
-148
|
-9%
|
|
|
316
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
317
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$344K
|
-$12.8M
|
-51,536
|
-97%
|
|
|
318
|
Triumph Capital Management
Denver,
Colorado
|
$343K
|
+$100K
|
+402
|
+38%
|
|
|
319
|
Diversified Enterprises
Wilmington,
Delaware
|
$342K
|
–
|
–
|
–
|
|
|
320
|
Eagle Strategies
New York
|
$332K
|
-$1.5K
|
-6
|
-0.4%
|
|
|
321
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$332K
|
+$1.5K
|
+6
|
+0.4%
|
|
|
322
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$330K
|
–
|
–
|
–
|
|
|
323
|
US Bancorp
Minneapolis,
Minnesota
|
$327K
|
-$1,000K
|
-4,011
|
-74%
|
|
|
324
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$321K
|
+$4.24K
|
+17
|
+1%
|
|
|
325
|
Calton & Associates
Tampa,
Florida
|
$320K
|
+$15K
|
+60
|
+5%
|
|
