|
751
|
Monterey Private Wealth
Monterey,
California
|
$279K
|
+$21.3K
|
+64
|
+8%
|
|
|
752
|
Eagle Strategies
New York
|
$279K
|
+$12.6K
|
+38
|
+5%
|
|
|
753
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$277K
|
+$277K
|
+834
|
New
|
|
|
754
|
First National Bank of Omaha
Omaha,
Nebraska
|
$277K
|
–
|
–
|
–
|
|
|
755
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$277K
|
+$30.9K
|
+93
|
+13%
|
|
|
756
|
Patten & Patten
Chattanooga,
Tennessee
|
$276K
|
–
|
–
|
–
|
|
|
757
|
Ranch Capital Advisors
Sarasota,
Florida
|
$276K
|
–
|
–
|
–
|
|
|
758
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$274K
|
–
|
–
|
–
|
|
|
759
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
760
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$271K
|
-$14.6K
|
-44
|
-5%
|
|
|
761
|
Private Asset Management
San Diego,
California
|
$271K
|
+$332
|
+1
|
+0.1%
|
|
|
762
|
Warner Financial
Bethesda,
Maryland
|
$269K
|
+$332
|
+1
|
+0.1%
|
|
|
763
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$268K
|
–
|
–
|
–
|
|
|
764
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$268K
|
–
|
–
|
–
|
|
|
765
|
|
$266K
|
–
|
–
|
–
|
|
|
766
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$266K
|
+$24.9K
|
+75
|
+10%
|
|
|
767
|
Blue Fin Capital
Warren,
Rhode Island
|
$263K
|
–
|
–
|
–
|
|
|
768
|
SOA Wealth Advisors
New York
|
$262K
|
–
|
–
|
–
|
|
|
769
|
Pine Valley Investments
Marlton,
New Jersey
|
$261K
|
+$258K
|
+777
|
New
|
|
|
770
|
Prosperity Planning
Kansas City,
Missouri
|
$260K
|
+$260K
|
+782
|
New
|
|
|
771
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$260K
|
-$360K
|
-1,084
|
-58%
|
|
|
772
|
Insigneo Advisory Services
Miami,
Florida
|
$258K
|
+$55.8K
|
+168
|
+28%
|
|
|
773
|
Meeder Advisory Services
Dublin,
Ohio
|
$258K
|
–
|
–
|
–
|
|
|
774
|
Albion Financial Group
Salt Lake City,
Utah
|
$256K
|
–
|
–
|
–
|
|
|
775
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$255K
|
+$28.6K
|
+86
|
+13%
|
|
