|
801
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.38M
|
+$17.7K
|
+135
|
+1%
|
|
|
802
|
|
$1.38M
|
+$25.3K
|
+193
|
+2%
|
|
|
803
|
Root Financial Partners
Encinitas,
California
|
$1.38M
|
-$69.1K
|
-528
|
-5%
|
|
|
804
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$1.37M
|
–
|
–
|
–
|
|
|
805
|
Sara-Bay Financial
Sarasota,
Florida
|
$1.37M
|
+$408K
|
+3,116
|
+41%
|
|
|
806
|
W Advisors LLC
Germantown,
Tennessee
|
$1.36M
|
+$60K
|
+458
|
+5%
|
|
|
807
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.36M
|
+$29.5K
|
+225
|
+2%
|
|
|
808
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$1.35M
|
-$1.44K
|
-11
|
-0.1%
|
|
|
809
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$1.35M
|
-$761K
|
-5,817
|
-36%
|
|
|
810
|
Wealthfront Advisers
Palo Alto,
California
|
$1.34M
|
+$523K
|
+3,998
|
+62%
|
|
|
811
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.34M
|
-$6.28K
|
-48
|
-0.5%
|
|
|
812
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.34M
|
-$49.1K
|
-375
|
-3%
|
|
|
813
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.34M
|
-$62.3K
|
-476
|
-4%
|
|
|
814
|
GLOBALT Investments
Atlanta,
Georgia
|
$1.34M
|
-$146K
|
-1,114
|
-10%
|
|
|
815
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.33M
|
+$20.7K
|
+158
|
+2%
|
|
|
816
|
KFA Private Wealth Group
Tysons,
Virginia
|
$1.33M
|
+$841K
|
+6,427
|
+164%
|
|
|
817
|
UMB Bank
Kansas City,
Missouri
|
$1.33M
|
–
|
–
|
–
|
|
|
818
|
Lazari Capital Management
Woodland Hills,
California
|
$1.33M
|
+$1.35M
|
+10,276
|
New
|
|
|
819
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.32M
|
-$1.44K
|
-11
|
-0.1%
|
|
|
820
|
Magnus Financial Group
New York
|
$1.32M
|
+$19.6K
|
+150
|
+1%
|
|
|
821
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$1.31M
|
-$167K
|
-1,278
|
-11%
|
|
|
822
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.31M
|
-$2.36K
|
-18
|
-0.2%
|
|
|
823
|
Fairscale Capital
Nashua,
New Hampshire
|
$1.3M
|
-$33.4K
|
-255
|
-2%
|
|
|
824
|
Quantinno Capital Management
New York
|
$1.3M
|
+$18.1K
|
+138
|
+1%
|
|
|
825
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.29M
|
+$140K
|
+1,067
|
+12%
|
|
