|
726
|
Successful Portfolios
Clearwater,
Florida
|
$533K
|
-$36.8K
|
-373
|
-6%
|
|
|
727
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$532K
|
+$98.5K
|
+1,000
|
+21%
|
|
|
728
|
Bellevue Group
Kuesnacht,
Switzerland
|
$528K
|
-$961K
|
-9,750
|
-63%
|
|
|
729
|
Sequent Planning
Omaha,
Nebraska
|
$526K
|
–
|
–
|
–
|
|
|
730
|
World Investment Advisors
Santa Barbara,
California
|
$525K
|
+$67.8K
|
+688
|
+14%
|
|
|
731
|
Montag & Associates
Atlanta,
Georgia
|
$523K
|
-$98.5K
|
-1,000
|
-15%
|
|
|
732
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$521K
|
-$27.6K
|
-280
|
-5%
|
|
|
733
|
Hara Capital
Bellevue,
Washington
|
$516K
|
-$99.5K
|
-1,010
|
-15%
|
|
|
734
|
|
$515K
|
-$2.13M
|
-21,607
|
-79%
|
|
|
735
|
Bluefin Capital Management
New York
|
$514K
|
–
|
–
|
–
|
|
|
736
|
Tolleson Wealth Management
Dallas,
Texas
|
$510K
|
+$311K
|
+3,160
|
+132%
|
|
|
737
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$509K
|
–
|
–
|
–
|
|
|
738
|
Howland Capital Management
Boston,
Massachusetts
|
$502K
|
–
|
–
|
–
|
|
|
739
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$500K
|
+$4.93K
|
+50
|
+0.9%
|
|
|
740
|
Inscription Capital
Houston,
Texas
|
$500K
|
-$29.6K
|
-300
|
-5%
|
|
|
741
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$499K
|
-$77.5K
|
-787
|
-13%
|
|
|
742
|
Hutchinson Capital Management
San Rafael,
California
|
$497K
|
–
|
–
|
–
|
|
|
743
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$495K
|
+$70K
|
+710
|
+15%
|
|
|
744
|
J. Safra Asset Management
New York
|
$492K
|
–
|
–
|
–
|
|
|
745
|
Avidian Wealth Enterprises
Houston,
Texas
|
$484K
|
-$248K
|
-2,512
|
-32%
|
|
|
746
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$484K
|
+$3.74K
|
+38
|
+0.7%
|
|
|
747
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$480K
|
-$313K
|
-3,178
|
-37%
|
|
|
748
|
Evercore Wealth Management
New York
|
$480K
|
–
|
–
|
–
|
|
|
749
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$479K
|
–
|
–
|
–
|
|
|
750
|
Security National Bank
Omaha,
Nebraska
|
$478K
|
+$88.6K
|
+899
|
+21%
|
|
