|
351
|
Belpointe Asset Management
Reno,
Nevada
|
$808K
|
+$98.1K
|
+1,184
|
+14%
|
|
|
352
|
WESPAC Advisors
Orinda,
California
|
$781K
|
+$764K
|
+9,221
|
New
|
|
|
353
|
Infinity Wealth Counsel
Loveland,
Ohio
|
$771K
|
–
|
–
|
–
|
|
|
354
|
Simplicity Wealth
Summit,
New Jersey
|
$768K
|
+$752K
|
+9,075
|
New
|
|
|
355
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$764K
|
-$9.86K
|
-119
|
-1%
|
|
|
356
|
Panoramic Investment Advisors
Denver,
Colorado
|
$758K
|
+$8.29K
|
+100
|
+1%
|
|
|
357
|
XML Financial
Bethesda,
Maryland
|
$745K
|
-$8.04K
|
-97
|
-1%
|
|
|
358
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$724K
|
-$35.1K
|
-423
|
-5%
|
|
|
359
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$713K
|
-$32.7K
|
-395
|
-4%
|
|
|
360
|
SigFig Wealth Management
San Francisco,
California
|
$712K
|
+$72.6K
|
+876
|
+12%
|
|
|
361
|
|
$711K
|
–
|
–
|
–
|
|
|
362
|
Bay Colony Advisors
Concord,
Massachusetts
|
$708K
|
+$693K
|
+8,359
|
New
|
|
|
363
|
Summit Wealth Group
White River Junction,
Vermont
|
$694K
|
+$414
|
+5
|
+0.1%
|
|
|
364
|
Clune & Associates
Chicago,
Illinois
|
$691K
|
-$332
|
-4
|
-0%
|
|
|
365
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$685K
|
+$160K
|
+1,933
|
+31%
|
|
|
366
|
Modern Wealth Management
Lenexa,
Kansas
|
$684K
|
-$1.99K
|
-24
|
-0.3%
|
|
|
367
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$684K
|
+$77.8K
|
+939
|
+13%
|
|
|
368
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$682K
|
+$28.9K
|
+349
|
+5%
|
|
|
369
|
Fonville Wealth Management
Richmond,
Virginia
|
$679K
|
+$2.9K
|
+35
|
+0.4%
|
|
|
370
|
HF Advisory Group
Annapolis,
Maryland
|
$678K
|
+$59.6K
|
+719
|
+10%
|
|
|
371
|
AE Wealth Management
Topeka,
Kansas
|
$674K
|
+$216K
|
+2,612
|
+49%
|
|
|
372
|
Cottage Street Advisors
Marion,
Massachusetts
|
$664K
|
+$129K
|
+1,562
|
+25%
|
|
|
373
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$663K
|
–
|
–
|
–
|
|
|
374
|
Paragon Financial Partners
Woodland Hills,
California
|
$659K
|
+$84.9K
|
+1,024
|
+15%
|
|
|
375
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$648K
|
+$116K
|
+1,403
|
+22%
|
|
