|
701
|
Cypress Wealth Services
Palm Desert,
California
|
$3.09M
|
+$1.23M
|
+22,792
|
+66%
|
|
|
702
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.09M
|
+$131K
|
+2,426
|
+4%
|
|
|
703
|
Stone Summit Wealth
Miami,
Florida
|
$3.09M
|
+$147K
|
+2,735
|
+5%
|
|
|
704
|
Liquid Strategies
Atlanta,
Georgia
|
$3.08M
|
-$45K
|
-836
|
-1%
|
|
|
705
|
Falcon Wealth Planning
Ontario,
California
|
$3.07M
|
-$388K
|
-7,205
|
-11%
|
|
|
706
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.06M
|
-$329K
|
-6,111
|
-10%
|
|
|
707
|
Allie Family Office
Miami,
Florida
|
$3.06M
|
+$70.2K
|
+1,305
|
+2%
|
|
|
708
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$3.06M
|
+$3.05M
|
+56,699
|
New
|
|
|
709
|
Elmwood Wealth Management
Berkeley,
California
|
$3.06M
|
+$47.7K
|
+886
|
+2%
|
|
|
710
|
Virtus Family Office
El Paso,
Texas
|
$3.05M
|
+$76.4K
|
+1,419
|
+3%
|
|
|
711
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$3.04M
|
+$33.9K
|
+630
|
+1%
|
|
|
712
|
|
$3.01M
|
+$862K
|
+16,010
|
+40%
|
|
|
713
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.01M
|
+$76.3K
|
+1,417
|
+3%
|
|
|
714
|
Pembroke Management
Montreal,
Quebec, Canada
|
$3.01M
|
-$6.46K
|
-120
|
-0.2%
|
|
|
715
|
Diversified Enterprises
Wilmington,
Delaware
|
$3.01M
|
+$1.61M
|
+29,989
|
+117%
|
|
|
716
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$3M
|
+$135K
|
+2,512
|
+5%
|
|
|
717
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.99M
|
-$263K
|
-4,878
|
-8%
|
|
|
718
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$2.94M
|
+$11.4K
|
+211
|
+0.4%
|
|
|
719
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.94M
|
-$3.78M
|
-70,278
|
-56%
|
|
|
720
|
Convergence Financial
Columbia,
Missouri
|
$2.94M
|
-$442K
|
-8,209
|
-13%
|
|
|
721
|
eCIO Inc
Madison,
Wisconsin
|
$2.91M
|
+$2.9M
|
+53,962
|
New
|
|
|
722
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.89M
|
+$2.89M
|
+53,634
|
New
|
|
|
723
|
LAM Group
Lake Oswego,
Oregon
|
$2.89M
|
-$269
|
-5
|
-0%
|
|
|
724
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$2.88M
|
+$217K
|
+4,028
|
+8%
|
|
|
725
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.88M
|
-$34.3K
|
-637
|
-1%
|
|
