|
501
|
Safeguard Financial
Minocqua,
Wisconsin
|
$423K
|
+$434K
|
+7,593
|
New
|
|
|
502
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$422K
|
–
|
–
|
–
|
|
|
503
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$420K
|
-$232K
|
-4,047
|
-35%
|
|
|
504
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$415K
|
-$101K
|
-1,770
|
-19%
|
|
|
505
|
QRG Capital Management
Chicago,
Illinois
|
$415K
|
+$5.84K
|
+102
|
+1%
|
|
|
506
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$415K
|
-$10.4K
|
-181
|
-2%
|
|
|
507
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$408K
|
–
|
–
|
–
|
|
|
508
|
Modern Wealth Management
Lenexa,
Kansas
|
$406K
|
–
|
–
|
–
|
|
|
509
|
AWM Capital
Phoenix,
Arizona
|
$406K
|
–
|
–
|
–
|
|
|
510
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$406K
|
–
|
–
|
–
|
|
|
511
|
IEQ Capital
Foster City,
California
|
$406K
|
–
|
–
|
–
|
|
|
512
|
Belpointe Asset Management
Reno,
Nevada
|
$402K
|
–
|
–
|
–
|
|
|
513
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$402K
|
–
|
–
|
–
|
|
|
514
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$402K
|
+$1.54K
|
+27
|
+0.4%
|
|
|
515
|
Axxcess Wealth Management
Carlsbad,
California
|
$401K
|
-$3.6K
|
-63
|
-0.9%
|
|
|
516
|
Greenline Partners
New York
|
$398K
|
+$1.6K
|
+28
|
+0.4%
|
|
|
517
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$398K
|
–
|
–
|
–
|
|
|
518
|
Running Point Capital Advisors
El Segundo,
California
|
$395K
|
-$57
|
-1
|
-0%
|
|
|
519
|
M.E. Allison & Co
San Antonio,
Texas
|
$392K
|
+$403K
|
+7,050
|
New
|
|
|
520
|
Private Trust Company
Cleveland,
Ohio
|
$391K
|
–
|
–
|
–
|
|
|
521
|
Valmark Advisers
Akron,
Ohio
|
$382K
|
+$10.5K
|
+184
|
+3%
|
|
|
522
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$379K
|
-$744
|
-13
|
-0.2%
|
|
|
523
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$379K
|
+$389K
|
+6,801
|
New
|
|
|
524
|
St Louis Trust
Saint Louis,
Missouri
|
$376K
|
–
|
–
|
–
|
|
|
525
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$376K
|
–
|
–
|
–
|
|
