|
701
|
Avantax Planning Partners
Dubuque,
Iowa
|
$570K
|
–
|
–
|
–
|
|
|
702
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$567K
|
-$266K
|
-1,752
|
-35%
|
|
|
703
|
Diversified Trust
Memphis,
Tennessee
|
$566K
|
-$92.6K
|
-611
|
-16%
|
|
|
704
|
Two West Capital Advisors
Overland Park,
Kansas
|
$564K
|
+$132K
|
+873
|
+39%
|
|
|
705
|
GWN Securities
Palm Beach Gardens,
Florida
|
$563K
|
-$1.34M
|
-8,835
|
-73%
|
|
|
706
|
Michels Family Financial
Fort Worth,
Texas
|
$563K
|
-$28.6K
|
-189
|
-5%
|
|
|
707
|
Umpqua Bank
Lake Oswego,
Oregon
|
$560K
|
–
|
–
|
–
|
|
|
708
|
Asset Dedication LLC
San Francisco,
California
|
$557K
|
+$1.97K
|
+13
|
+0.4%
|
|
|
709
|
Freedom Investment Management
Hartford,
Connecticut
|
$556K
|
+$56.8K
|
+375
|
+13%
|
|
|
710
|
Naples Global Advisors
Naples,
Florida
|
$556K
|
–
|
–
|
–
|
|
|
711
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$556K
|
-$16.2K
|
-107
|
-3%
|
|
|
712
|
RDA Financial Network
Akron,
Iowa
|
$555K
|
-$10.2K
|
-67
|
-2%
|
|
|
713
|
Sensible Money
Scottsdale,
Arizona
|
$554K
|
–
|
–
|
–
|
|
|
714
|
Raleigh Capital Management
Cary,
North Carolina
|
$551K
|
-$164K
|
-1,085
|
-25%
|
|
|
715
|
Samalin Investment Counsel
Chappaqua,
New York
|
$545K
|
+$25.8K
|
+170
|
+6%
|
|
|
716
|
Golden State Wealth Management
Santa Ana,
California
|
$538K
|
-$165K
|
-1,088
|
-26%
|
|
|
717
|
|
$538K
|
+$470K
|
+3,103
|
New
|
|
|
718
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$532K
|
+$40K
|
+264
|
+9%
|
|
|
719
|
Summit Trail Advisors
New York
|
$528K
|
+$462K
|
+3,047
|
New
|
|
|
720
|
Tobias Financial Advisors
Plantation,
Florida
|
$525K
|
+$460K
|
+3,032
|
New
|
|
|
721
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$525K
|
-$1.06K
|
-7
|
-0.2%
|
|
|
722
|
Aspire Private Capital
Cornelius,
North Carolina
|
$521K
|
-$34.9K
|
-230
|
-7%
|
|
|
723
|
Canal Capital Management
Richmond,
Virginia
|
$517K
|
+$452K
|
+2,982
|
New
|
|
|
724
|
Manchester Capital Management
Manchester,
Vermont
|
$514K
|
–
|
–
|
–
|
|
|
725
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$513K
|
+$122K
|
+807
|
+37%
|
|
