|
251
|
Belpointe Asset Management
Reno,
Nevada
|
$515K
|
-$41.5K
|
-245
|
-7%
|
|
|
252
|
Litman Gregory Wealth Management
Larkspur,
California
|
$513K
|
-$68.4K
|
-404
|
-11%
|
|
|
253
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$502K
|
–
|
–
|
–
|
|
|
254
|
D.J. St. Germain
Springfield,
Massachusetts
|
$496K
|
-$11K
|
-65
|
-2%
|
|
|
255
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$495K
|
+$223K
|
+1,316
|
+75%
|
|
|
256
|
United Capital Financial Advisors
Irving,
Texas
|
$493K
|
-$23.7K
|
-140
|
-4%
|
|
|
257
|
WMS Partners
Towson,
Maryland
|
$493K
|
+$165K
|
+972
|
+46%
|
|
|
258
|
Hamilton Wealth
Encino,
California
|
$487K
|
+$514K
|
+3,032
|
New
|
|
|
259
|
IberiaBank
Lafayette,
Louisiana
|
$480K
|
+$265K
|
+1,565
|
+110%
|
|
|
260
|
Liberty Wealth Management
Oakland,
California
|
$475K
|
+$502K
|
+2,963
|
New
|
|
|
261
|
Sonata Capital Group
Seattle,
Washington
|
$472K
|
-$5.93K
|
-35
|
-1%
|
|
|
262
|
Morningstar Investment Management
Chicago,
Illinois
|
$472K
|
+$498K
|
+2,942
|
New
|
|
|
263
|
Advisory Services Network
Atlanta,
Georgia
|
$460K
|
-$21.3K
|
-126
|
-4%
|
|
|
264
|
AIMZ Investment Advisors
Los Altos,
California
|
$458K
|
+$169
|
+1
|
+0%
|
|
|
265
|
Whittier Trust
South Pasadena,
California
|
$456K
|
+$21.2K
|
+125
|
+5%
|
|
|
266
|
Brown Advisory Securities
Baltimore,
Maryland
|
$456K
|
+$76.2K
|
+450
|
+19%
|
|
|
267
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$455K
|
-$201K
|
-1,186
|
-30%
|
|
|
268
|
Financial Insights
Tacoma,
Washington
|
$454K
|
+$453K
|
+2,671
|
New
|
|
|
269
|
Principal Financial Group
Des Moines,
Iowa
|
$453K
|
+$478K
|
+2,820
|
New
|
|
|
270
|
Leavell Investment Management
Mobile,
Alabama
|
$446K
|
–
|
–
|
–
|
|
|
271
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$430K
|
+$454K
|
+2,677
|
New
|
|
|
272
|
Surevest
Los Angeles,
California
|
$427K
|
+$451K
|
+2,661
|
New
|
|
|
273
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$419K
|
+$1.69K
|
+10
|
+0.4%
|
|
|
274
|
West Coast Financial
Santa Barbara,
California
|
$418K
|
-$138K
|
-815
|
-24%
|
|
|
275
|
Donor Advised Charitable Giving
San Francisco,
California
|
$418K
|
–
|
–
|
–
|
|
