|
701
|
TFO Wealth Partners
Maumee,
Ohio
|
$633K
|
+$497K
|
+5,644
|
+368%
|
|
|
702
|
Successful Portfolios
Clearwater,
Florida
|
$632K
|
–
|
–
|
–
|
|
|
703
|
Key Financial Inc
West Chester,
Pennsylvania
|
$632K
|
+$206K
|
+2,341
|
+49%
|
|
|
704
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$628K
|
+$627K
|
+7,123
|
New
|
|
|
705
|
Portfolio Solutions
Royal Oak,
Michigan
|
$625K
|
-$1.6M
|
-18,136
|
-72%
|
|
|
706
|
Valeo Financial Advisors
Carmel,
Indiana
|
$624K
|
+$103K
|
+1,171
|
+20%
|
|
|
707
|
EP Wealth Advisors
Torrance,
California
|
$622K
|
-$109K
|
-1,239
|
-15%
|
|
|
708
|
SeaCrest Wealth Management
Purchase,
New York
|
$621K
|
-$6.07K
|
-69
|
-1%
|
|
|
709
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$621K
|
+$38.1K
|
+433
|
+7%
|
|
|
710
|
Univest Financial
Souderton,
Pennsylvania
|
$618K
|
-$80.2K
|
-912
|
-12%
|
|
|
711
|
Financial Life Advisors
San Antonio,
Texas
|
$610K
|
–
|
–
|
–
|
|
|
712
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$610K
|
+$98.5K
|
+1,119
|
+19%
|
|
|
713
|
Hills Bank & Trust
North Liberty,
Iowa
|
$609K
|
+$121K
|
+1,373
|
+25%
|
|
|
714
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$605K
|
–
|
–
|
–
|
|
|
715
|
Coldstream Capital Management
Bellevue,
Washington
|
$603K
|
-$35.2K
|
-400
|
-6%
|
|
|
716
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$603K
|
+$5.81K
|
+66
|
+1%
|
|
|
717
|
Quest Capital Management
Dallas,
Texas
|
$597K
|
+$69.7K
|
+792
|
+13%
|
|
|
718
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$592K
|
+$591K
|
+6,714
|
New
|
|
|
719
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$589K
|
+$30.1K
|
+342
|
+5%
|
|
|
720
|
Allred Capital Management
Dallas,
Texas
|
$586K
|
–
|
–
|
–
|
|
|
721
|
Duncker Streett & Co
St. Louis,
Missouri
|
$586K
|
+$1.67K
|
+19
|
+0.3%
|
|
|
722
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$585K
|
-$181K
|
-2,055
|
-24%
|
|
|
723
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$584K
|
+$129K
|
+1,462
|
+28%
|
|
|
724
|
Cozad Asset Management
Champaign,
Illinois
|
$581K
|
–
|
–
|
–
|
|
|
725
|
Huntington National Bank
Columbus,
Ohio
|
$579K
|
–
|
–
|
–
|
|
