|
776
|
Beto Financial Group
Boise,
Idaho
|
$2.21M
|
–
|
–
|
–
|
|
|
777
|
|
$2.2M
|
–
|
–
|
–
|
|
|
778
|
SkyOak Wealth
Southfield,
Michigan
|
$1.57M
|
–
|
–
|
–
|
|
|
779
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.51M
|
–
|
–
|
–
|
|
|
780
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.5M
|
–
|
–
|
–
|
|
|
781
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.5M
|
-$2.88M
|
-4
|
-67%
|
|
|
782
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1.5M
|
-$1.44M
|
-2
|
-50%
|
|
|
783
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.5M
|
-$721K
|
-1
|
-33%
|
|
|
784
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$1.5M
|
–
|
–
|
–
|
|
|
785
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$1.5M
|
–
|
–
|
–
|
|
|
786
|
Mosaic Financial Group
Chicago,
Illinois
|
$1.5M
|
–
|
–
|
–
|
|
|
787
|
Neville Rodie & Shaw
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
788
|
Park Avenue Securities
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
789
|
Sentinel Trust
Houston,
Texas
|
$1.5M
|
–
|
–
|
–
|
|
|
790
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$1.5M
|
–
|
–
|
–
|
|
|
791
|
Aspiriant LLC
Los Angeles,
California
|
$1.5M
|
-$2.16M
|
-3
|
-60%
|
|
|
792
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.5M
|
-$2.16M
|
-3
|
-60%
|
|
|
793
|
Meridian Investment Counsel
Lafayette,
California
|
$1.5M
|
-$1.44M
|
-2
|
-50%
|
|
|
794
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.5M
|
-$1.44M
|
-2
|
-50%
|
|
|
795
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.5M
|
-$721K
|
-1
|
-33%
|
|
|
796
|
Diesslin Group
Fort Worth,
Texas
|
$1.5M
|
-$721K
|
-1
|
-33%
|
|
|
797
|
Equitable Holdings
New York
|
$1.5M
|
-$721K
|
-1
|
-33%
|
|
|
798
|
Fisher Asset Management
Camas,
Washington
|
$1.5M
|
-$721K
|
-1
|
-33%
|
|
|
799
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.5M
|
-$721K
|
-1
|
-33%
|
|
|
800
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.5M
|
-$721K
|
-1
|
-33%
|
|
