|
701
|
Personal CFO Solutions
Chester,
New Jersey
|
$749K
|
-$338K
|
-1,051
|
-33%
|
|
|
702
|
One Capital Management
Westlake Village,
California
|
$749K
|
+$3.54K
|
+11
|
+0.5%
|
|
|
703
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$748K
|
–
|
–
|
–
|
|
|
704
|
OneAscent Financial Services
Birmingham,
Alabama
|
$746K
|
–
|
–
|
–
|
|
|
705
|
NorthRock Partners
Minneapolis,
Minnesota
|
$741K
|
+$46K
|
+143
|
+7%
|
|
|
706
|
Concurrent Investment Advisors
Tampa,
Florida
|
$740K
|
+$34.1K
|
+106
|
+5%
|
|
|
707
|
Syon Capital
San Francisco,
California
|
$737K
|
+$38.9K
|
+121
|
+6%
|
|
|
708
|
Callan Family Office
Radnor,
Pennsylvania
|
$729K
|
-$46.6K
|
-145
|
-6%
|
|
|
709
|
Trust Asset Management
Houston,
Texas
|
$728K
|
-$113K
|
-351
|
-14%
|
|
|
710
|
SVB Wealth
Boston,
Massachusetts
|
$723K
|
-$402K
|
-1,249
|
-37%
|
|
|
711
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$717K
|
-$83.6K
|
-260
|
-11%
|
|
|
712
|
Challenger Wealth Management
Aliso Viejo,
California
|
$717K
|
-$101K
|
-314
|
-13%
|
|
|
713
|
Principal Securities
Des Moines,
Iowa
|
$714K
|
–
|
–
|
–
|
|
|
714
|
Fidelis Capital Partners
Tampa,
Florida
|
$713K
|
+$5.15K
|
+16
|
+0.7%
|
|
|
715
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$712K
|
+$569K
|
+1,770
|
+608%
|
|
|
716
|
Stokes Family Office
New Orleans,
Louisiana
|
$708K
|
+$1.93K
|
+6
|
+0.3%
|
|
|
717
|
InceptionR
Lafayette,
California
|
$707K
|
-$113K
|
-350
|
-15%
|
|
|
718
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$704K
|
-$194K
|
-603
|
-23%
|
|
|
719
|
Balyasny Asset Management
Chicago,
Illinois
|
$699K
|
-$2.37M
|
-7,382
|
-78%
|
|
|
720
|
Wolverine Trading
Chicago,
Illinois
|
$692K
|
-$377K
|
-1,172
|
-37%
|
|
|
721
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$683K
|
-$92.6K
|
-288
|
-13%
|
|
|
722
|
Northwest Bancshares
Warren,
Pennsylvania
|
$680K
|
–
|
–
|
–
|
|
|
723
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$672K
|
–
|
–
|
–
|
|
|
724
|
Drive Wealth Management
Lehi,
Utah
|
$670K
|
+$623K
|
+1,938
|
New
|
|
|
725
|
CFM Wealth Partners
Austin,
Texas
|
$667K
|
–
|
–
|
–
|
|
