|
4701
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$273K
|
-$841K
|
-4,806
|
-77%
|
|
|
4702
|
Kilter Group
Rhinebeck,
New York
|
$273K
|
+$252K
|
+1,441
|
New
|
|
|
4703
|
Permanent Capital Management
Chicago,
Illinois
|
$273K
|
+$252K
|
+1,440
|
New
|
|
|
4704
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$272K
|
+$175
|
+1
|
+0.1%
|
|
|
4705
|
SWP Financial
San Diego,
California
|
$272K
|
–
|
–
|
–
|
|
|
4706
|
WealthCollab
Bellevue,
Washington
|
$270K
|
-$6.12K
|
-35
|
-2%
|
|
|
4707
|
Brogan Financial
Knoxville,
Tennessee
|
$270K
|
+$15.7K
|
+90
|
+7%
|
|
|
4708
|
WPWealth
Fort Worth,
Texas
|
$269K
|
-$237K
|
-1,353
|
-49%
|
|
|
4709
|
RF&L Wealth Management
Acton,
Massachusetts
|
$269K
|
–
|
–
|
–
|
|
|
4710
|
My Personal CFO LLC
Vancouver,
Washington
|
$269K
|
+$17.3K
|
+99
|
+7%
|
|
|
4711
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$269K
|
-$5.07K
|
-29
|
-2%
|
|
|
4712
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$269K
|
+$18.2K
|
+104
|
+8%
|
|
|
4713
|
Meridian Management
Little Rock,
Arkansas
|
$269K
|
+$248K
|
+1,420
|
New
|
|
|
4714
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$268K
|
+$8.05K
|
+46
|
+3%
|
|
|
4715
|
VanderPol Investments
Caledonia,
Michigan
|
$268K
|
+$25.7K
|
+147
|
+12%
|
|
|
4716
|
Inspire Trust Company
Reno,
Nevada
|
$267K
|
-$346K
|
-1,976
|
-58%
|
|
|
4717
|
Running Point Capital Advisors
El Segundo,
California
|
$267K
|
+$31.5K
|
+180
|
+15%
|
|
|
4718
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$267K
|
-$60.4K
|
-345
|
-20%
|
|
|
4719
|
Terril Brothers
St. Louis,
Missouri
|
$266K
|
+$7.17K
|
+41
|
+3%
|
|
|
4720
|
Winslow Asset Management
Beachwood,
Ohio
|
$266K
|
–
|
–
|
–
|
|
|
4721
|
Carmel Capital Partners
San Diego,
California
|
$266K
|
+$31.3K
|
+179
|
+15%
|
|
|
4722
|
Innovator Capital Management
Wheaton,
Illinois
|
$266K
|
+$246K
|
+1,404
|
New
|
|
|
4723
|
Stephen J. Garry & Associates
Garden City,
New York
|
$265K
|
+$175
|
+1
|
+0.1%
|
|
|
4724
|
Old West Investment Management
Los Angeles,
California
|
$265K
|
–
|
–
|
–
|
|
|
4725
|
MKD Wealth Coaches
Troy,
Michigan
|
$265K
|
+$245K
|
+1,400
|
New
|
|
