|
351
|
Live Oak Investment Partners
Austin,
Texas
|
$797K
|
–
|
–
|
–
|
|
|
352
|
Lazari Capital Management
Woodland Hills,
California
|
$796K
|
–
|
–
|
–
|
|
|
353
|
Investment Planning Advisors
Cumming,
Georgia
|
$783K
|
+$727K
|
+12,465
|
New
|
|
|
354
|
Colorado Capital Management
Boulder,
Colorado
|
$779K
|
+$723K
|
+12,395
|
New
|
|
|
355
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$779K
|
–
|
–
|
–
|
|
|
356
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$774K
|
–
|
–
|
–
|
|
|
357
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$772K
|
+$342K
|
+5,865
|
+91%
|
|
|
358
|
Financial Management Network
Mission Viejo,
California
|
$771K
|
–
|
–
|
–
|
|
|
359
|
Allworth Financial
Folsom,
California
|
$764K
|
+$17.5K
|
+300
|
+3%
|
|
|
360
|
Private Wealth Group
Tampa,
Florida
|
$760K
|
–
|
–
|
–
|
|
|
361
|
Smith, Moore & Co
Clayton,
Missouri
|
$748K
|
+$4.96K
|
+85
|
+0.7%
|
|
|
362
|
Belpointe Asset Management
Reno,
Nevada
|
$746K
|
-$312K
|
-5,350
|
-31%
|
|
|
363
|
Bay Colony Advisors
Concord,
Massachusetts
|
$743K
|
+$104K
|
+1,775
|
+18%
|
|
|
364
|
Capital Investment Advisors
Atlanta,
Georgia
|
$739K
|
+$182K
|
+3,115
|
+36%
|
|
|
365
|
Spire Wealth Management
Mclean,
Virginia
|
$737K
|
+$141K
|
+2,420
|
+26%
|
|
|
366
|
Dopkins Wealth Management
Williamsville,
New York
|
$735K
|
+$107K
|
+1,840
|
+19%
|
|
|
367
|
Squire Investment Management Company
Orem,
Utah
|
$731K
|
–
|
–
|
–
|
|
|
368
|
Central Trust Company
Jefferson City,
Missouri
|
$721K
|
–
|
–
|
–
|
|
|
369
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$706K
|
-$15.5K
|
-265
|
-2%
|
|
|
370
|
Intrua Financial
Houston,
Texas
|
$699K
|
–
|
–
|
–
|
|
|
371
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$699K
|
+$331K
|
+5,670
|
+104%
|
|
|
372
|
Summit Financial
Parsippany,
New Jersey
|
$699K
|
+$648K
|
+11,110
|
New
|
|
|
373
|
NFP Retirement Inc
Aliso Viejo,
California
|
$694K
|
+$14K
|
+240
|
+2%
|
|
|
374
|
Choate Investment Advisors
Boston,
Massachusetts
|
$691K
|
–
|
–
|
–
|
|
|
375
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$690K
|
-$7.29K
|
-125
|
-1%
|
|
