|
701
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$220K
|
+$213K
|
+3,829
|
New
|
|
|
702
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$220K
|
+$212K
|
+3,825
|
New
|
|
|
703
|
|
$220K
|
-$666K
|
-11,991
|
-76%
|
|
|
704
|
Cypress Wealth Services
Palm Desert,
California
|
$220K
|
+$212K
|
+3,822
|
New
|
|
|
705
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$220K
|
-$3.82M
|
-68,875
|
-95%
|
|
|
706
|
Tranquility Partners
Brentwood,
Tennessee
|
$220K
|
-$16.8K
|
-302
|
-7%
|
|
|
707
|
Certuity
North Palm Beach,
Florida
|
$217K
|
-$61.1K
|
-1,100
|
-23%
|
|
|
708
|
WhitTier Trust Company
Reno,
Nevada
|
$216K
|
–
|
–
|
–
|
|
|
709
|
SkyOak Wealth
Southfield,
Michigan
|
$216K
|
–
|
–
|
–
|
|
|
710
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$215K
|
-$12.8K
|
-231
|
-6%
|
|
|
711
|
IEQ Capital
Foster City,
California
|
$213K
|
–
|
–
|
–
|
|
|
712
|
Peak Planning Group
Centennial,
Colorado
|
$212K
|
+$205K
|
+3,692
|
New
|
|
|
713
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$209K
|
-$85.5K
|
-1,541
|
-30%
|
|
|
714
|
Kerr Financial Planning
Fresno,
California
|
$209K
|
+$200K
|
+3,609
|
New
|
|
|
715
|
Financial Management Network
Mission Viejo,
California
|
$209K
|
-$6.99K
|
-126
|
-3%
|
|
|
716
|
Colonial Trust
Spartanburg,
South Carolina
|
$208K
|
+$140K
|
+2,523
|
+231%
|
|
|
717
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$207K
|
+$200K
|
+3,602
|
New
|
|
|
718
|
Endeavor Private Wealth
Topeka,
Kansas
|
$207K
|
+$200K
|
+3,600
|
New
|
|
|
719
|
Burford Brothers
Dallas,
Texas
|
$206K
|
+$199K
|
+3,587
|
New
|
|
|
720
|
Hamel Associates
Chatham,
New Jersey
|
$206K
|
-$36.9K
|
-665
|
-16%
|
|
|
721
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$206K
|
+$198K
|
+3,576
|
New
|
|
|
722
|
Red Mountain Financial
Fort Collins,
Colorado
|
$205K
|
+$198K
|
+3,560
|
New
|
|
|
723
|
Capital Square
Chattanooga,
Tennessee
|
$205K
|
+$197K
|
+3,558
|
New
|
|
|
724
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$203K
|
+$196K
|
+3,531
|
New
|
|
|
725
|
Howard Wealth Management
Madison,
Connecticut
|
$202K
|
+$194K
|
+3,503
|
New
|
|
