|
726
|
Optivise Advisory Services
Franklin,
Tennessee
|
$372K
|
+$359K
|
+6,049
|
New
|
|
|
727
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$370K
|
+$357K
|
+6,013
|
New
|
|
|
728
|
Secure Asset Management
Troy,
Michigan
|
$369K
|
+$7.36K
|
+124
|
+2%
|
|
|
729
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$368K
|
+$120K
|
+2,027
|
+51%
|
|
|
730
|
Kerr Financial Planning
Fresno,
California
|
$368K
|
-$5.22K
|
-88
|
-1%
|
|
|
731
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$368K
|
+$54K
|
+910
|
+18%
|
|
|
732
|
Crossmark Global Holdings
Houston,
Texas
|
$365K
|
–
|
–
|
–
|
|
|
733
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$364K
|
+$4.51K
|
+76
|
+1%
|
|
|
734
|
Portfolio Strategies
Monsey,
New York
|
$363K
|
-$11.2K
|
-188
|
-3%
|
|
|
735
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$362K
|
–
|
–
|
–
|
|
|
736
|
Northbridge Financial Group
Tampa,
Florida
|
$362K
|
+$350K
|
+5,890
|
New
|
|
|
737
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$362K
|
-$8.07K
|
-136
|
-2%
|
|
|
738
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$360K
|
–
|
–
|
–
|
|
|
739
|
Freestone Capital Holdings
Seattle,
Washington
|
$360K
|
+$39.3K
|
+662
|
+13%
|
|
|
740
|
Personal CFO Solutions
Chester,
New Jersey
|
$357K
|
-$27.4K
|
-461
|
-7%
|
|
|
741
|
Summit Trail Advisors
New York
|
$354K
|
+$3.8K
|
+64
|
+1%
|
|
|
742
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$353K
|
+$205K
|
+3,452
|
+150%
|
|
|
743
|
Stratos Investment Management
Beachwood,
Ohio
|
$353K
|
+$59
|
+1
|
+0%
|
|
|
744
|
Argyle Capital Partners
Los Angeles,
California
|
$351K
|
-$17.5K
|
-295
|
-5%
|
|
|
745
|
Meadowbrook Wealth Management
Garden City,
New York
|
$350K
|
-$17.8K
|
-300
|
-5%
|
|
|
746
|
BankPlus Trust Department
Jackson,
Mississippi
|
$350K
|
–
|
–
|
–
|
|
|
747
|
Cassady Wealth & Retirement Planning
Henderson,
Nevada
|
$347K
|
-$3.92K
|
-66
|
-1%
|
|
|
748
|
Focused Alpha LLC
Denver,
Colorado
|
$346K
|
+$7.6K
|
+128
|
+2%
|
|
|
749
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$345K
|
-$285K
|
-4,804
|
-46%
|
|
|
750
|
Ducere Wealth Management
Newport Beach,
California
|
$343K
|
+$332K
|
+5,588
|
New
|
|
