|
701
|
Third View Private Wealth
Westport,
Connecticut
|
$1.29M
|
+$1.3M
|
+14,158
|
New
|
|
|
702
|
Momentum Wealth Planning
Estero,
Florida
|
$1.27M
|
-$825K
|
-9,014
|
-39%
|
|
|
703
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.27M
|
-$588K
|
-6,421
|
-32%
|
|
|
704
|
Seed Wealth Management
Evanston,
Illinois
|
$1.25M
|
-$4.03K
|
-44
|
-0.3%
|
|
|
705
|
SB Capital Management
Encino,
California
|
$1.25M
|
+$1.25M
|
+13,691
|
New
|
|
|
706
|
William Blair & Company
Chicago,
Illinois
|
$1.25M
|
-$1.19M
|
-12,982
|
-49%
|
|
|
707
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.24M
|
-$6.78K
|
-74
|
-0.5%
|
|
|
708
|
Sequent Planning
Omaha,
Nebraska
|
$1.24M
|
+$58.7K
|
+641
|
+5%
|
|
|
709
|
Falcon Wealth Planning
Ontario,
California
|
$1.24M
|
-$85.5K
|
-934
|
-6%
|
|
|
710
|
Arlington Trust
Birmingham,
Alabama
|
$1.24M
|
+$188K
|
+2,057
|
+18%
|
|
|
711
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.24M
|
+$311K
|
+3,396
|
+33%
|
|
|
712
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.24M
|
–
|
–
|
–
|
|
|
713
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.23M
|
+$1.24M
|
+13,508
|
New
|
|
|
714
|
Castleview Partners
Dallas,
Texas
|
$1.23M
|
-$438K
|
-4,786
|
-26%
|
|
|
715
|
Dorval Corp
Maple Grove,
Minnesota
|
$1.23M
|
+$280K
|
+3,055
|
+29%
|
|
|
716
|
Rockport Wealth
Fairview Park,
Ohio
|
$1.22M
|
–
|
–
|
–
|
|
|
717
|
World Investment Advisors
Santa Barbara,
California
|
$1.22M
|
-$174K
|
-1,897
|
-12%
|
|
|
718
|
Capital CS Group
Irvine,
California
|
$1.22M
|
+$29.3K
|
+320
|
+2%
|
|
|
719
|
Engineers Gate Manager
New York
|
$1.21M
|
+$1.21M
|
+13,199
|
New
|
|
|
720
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.2M
|
+$482K
|
+5,266
|
+67%
|
|
|
721
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$1.2M
|
-$8.24K
|
-90
|
-0.7%
|
|
|
722
|
Pacific Park Financial
Lagina Hills,
California
|
$1.19M
|
+$1.2M
|
+13,067
|
New
|
|
|
723
|
Tidemark
San Diego,
California
|
$1.19M
|
+$85.6K
|
+935
|
+8%
|
|
|
724
|
HFG Advisors
Cincinatti,
Ohio
|
$1.19M
|
-$550K
|
-6,004
|
-32%
|
|
|
725
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.18M
|
+$6.87K
|
+75
|
+0.6%
|
|
