|
701
|
Planning Directions
Glen Mills,
Pennsylvania
|
$1.14M
|
–
|
–
|
–
|
|
|
702
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.14M
|
+$1.01M
|
+2,855
|
+6,798%
|
|
|
703
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.14M
|
+$96.6K
|
+273
|
+10%
|
|
|
704
|
Profund Advisors
Bethesda,
Maryland
|
$1.13M
|
+$178K
|
+502
|
+21%
|
|
|
705
|
|
$1.13M
|
-$3.1M
|
-8,765
|
-75%
|
|
|
706
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.11M
|
+$87.4K
|
+247
|
+10%
|
|
|
707
|
Parallel Advisors
San Francisco,
California
|
$1.1M
|
+$223K
|
+630
|
+29%
|
|
|
708
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.1M
|
-$1.42K
|
-4
|
-0.1%
|
|
|
709
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.09M
|
+$278K
|
+787
|
+40%
|
|
|
710
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.09M
|
+$978K
|
+2,765
|
New
|
|
|
711
|
Royal Fund Management
Lady Lake,
Florida
|
$1.08M
|
-$302K
|
-855
|
-24%
|
|
|
712
|
Putney Financial Group
San Rafael,
California
|
$1.07M
|
+$105K
|
+298
|
+12%
|
|
|
713
|
Atala Financial
Calabasas,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
714
|
Siemens Fonds Invest
Munich,
Germany
|
$1.07M
|
+$161K
|
+454
|
+20%
|
|
|
715
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$1.06M
|
-$26.5K
|
-75
|
-3%
|
|
|
716
|
Snowden Capital Advisors
New York
|
$1.05M
|
+$942K
|
+2,662
|
New
|
|
|
717
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.05M
|
+$940K
|
+2,658
|
New
|
|
|
718
|
Patten Group
Chattanooga,
Tennessee
|
$1.01M
|
+$909K
|
+2,571
|
New
|
|
|
719
|
Chicago Trust
Grayslake,
Illinois
|
$994K
|
+$4.25K
|
+12
|
+0.5%
|
|
|
720
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$989K
|
-$527K
|
-1,490
|
-37%
|
|
|
721
|
Balanced Wealth Group
Westlake,
Ohio
|
$986K
|
-$1.06K
|
-3
|
-0.1%
|
|
|
722
|
Pacific Point Advisors
Rancho Santa Fe,
California
|
$986K
|
–
|
–
|
–
|
|
|
723
|
Panoramic Capital
Larkspur,
California
|
$986K
|
+$884K
|
+2,500
|
New
|
|
|
724
|
Forza Wealth Management
Sarasota,
Florida
|
$971K
|
–
|
–
|
–
|
|
|
725
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$970K
|
+$135K
|
+381
|
+18%
|
|
