|
701
|
DB Wealth Management Group
San Diego,
California
|
$292K
|
–
|
–
|
–
|
|
|
702
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$292K
|
+$278K
|
+3,880
|
New
|
|
|
703
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$291K
|
–
|
–
|
–
|
|
|
704
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$291K
|
+$279K
|
+3,900
|
New
|
|
|
705
|
Symmetry Partners
Glastonbury,
Connecticut
|
$290K
|
-$206K
|
-2,875
|
-43%
|
|
|
706
|
1ST Source Bank
South Bend,
Indiana
|
$289K
|
+$45.1K
|
+630
|
+19%
|
|
|
707
|
Valeo Financial Advisors
Carmel,
Indiana
|
$288K
|
+$276K
|
+3,858
|
New
|
|
|
708
|
CreativeOne Wealth
Overland Park,
Kansas
|
$288K
|
+$276K
|
+3,857
|
New
|
|
|
709
|
Marcum Wealth
Cleveland,
Ohio
|
$288K
|
+$1.72K
|
+24
|
+0.6%
|
|
|
710
|
Davidson Trust Company
Seattle,
Washington
|
$288K
|
–
|
–
|
–
|
|
|
711
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$287K
|
–
|
–
|
–
|
|
|
712
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$285K
|
-$477K
|
-6,672
|
-64%
|
|
|
713
|
Check Capital Management
Costa Mesa,
California
|
$284K
|
–
|
–
|
–
|
|
|
714
|
LJI Wealth Management
Indianapolis,
Indiana
|
$284K
|
–
|
–
|
–
|
|
|
715
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$283K
|
-$6.51K
|
-91
|
-2%
|
|
|
716
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$283K
|
-$81K
|
-1,132
|
-23%
|
|
|
717
|
Atomi Financial Group
New York
|
$281K
|
+$269K
|
+3,766
|
New
|
|
|
718
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$280K
|
-$19K
|
-265
|
-7%
|
|
|
719
|
LifeSteps Financial
Claremont,
California
|
$279K
|
–
|
–
|
–
|
|
|
720
|
Avantax Planning Partners
Dubuque,
Iowa
|
$279K
|
-$3.65K
|
-51
|
-1%
|
|
|
721
|
Shelton Capital Management
Denver,
Colorado
|
$278K
|
-$11K
|
-154
|
-4%
|
|
|
722
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$277K
|
–
|
–
|
–
|
|
|
723
|
Diversified Trust
Memphis,
Tennessee
|
$271K
|
-$1.08M
|
-15,167
|
-81%
|
|
|
724
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$263K
|
+$251K
|
+3,515
|
New
|
|
|
725
|
Pring Turner Capital Group
Alamo,
California
|
$262K
|
–
|
–
|
–
|
|
