|
701
|
Unique Wealth
Clearwater,
Florida
|
$517K
|
+$10.5K
|
+208
|
+2%
|
|
|
702
|
Ameriprise
Minneapolis,
Minnesota
|
$517K
|
+$118K
|
+2,352
|
+30%
|
|
|
703
|
Journey Strategic Wealth
Summit,
New Jersey
|
$515K
|
-$1.83M
|
-36,278
|
-78%
|
|
|
704
|
Gratus Capital
Atlanta,
Georgia
|
$513K
|
+$10.1K
|
+201
|
+2%
|
|
|
705
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$507K
|
-$34.4K
|
-684
|
-6%
|
|
|
706
|
Smith, Moore & Co
Clayton,
Missouri
|
$501K
|
+$1.41K
|
+28
|
+0.3%
|
|
|
707
|
Source Financial Advisors
New York
|
$495K
|
+$494K
|
+9,818
|
New
|
|
|
708
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$493K
|
-$116K
|
-2,300
|
-19%
|
|
|
709
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$486K
|
+$284K
|
+5,647
|
+141%
|
|
|
710
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$484K
|
-$371K
|
-7,371
|
-43%
|
|
|
711
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$483K
|
+$197K
|
+3,905
|
+69%
|
|
|
712
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$481K
|
-$55.4K
|
-1,100
|
-10%
|
|
|
713
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$476K
|
+$3.52K
|
+70
|
+0.7%
|
|
|
714
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$475K
|
+$137K
|
+2,715
|
+41%
|
|
|
715
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$473K
|
+$472K
|
+9,379
|
New
|
|
|
716
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$470K
|
+$11.4K
|
+226
|
+2%
|
|
|
717
|
Patten & Patten
Chattanooga,
Tennessee
|
$469K
|
+$468K
|
+9,301
|
New
|
|
|
718
|
Security National Bank
Omaha,
Nebraska
|
$468K
|
-$29.3K
|
-582
|
-6%
|
|
|
719
|
Opes Wealth Management
Menlo Park,
California
|
$461K
|
–
|
–
|
–
|
|
|
720
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$453K
|
–
|
–
|
–
|
|
|
721
|
InTrack Investment Management
South Burlington,
Vermont
|
$443K
|
-$54.5K
|
-1,083
|
-11%
|
|
|
722
|
Strategic Blueprint
Atlanta,
Georgia
|
$442K
|
+$206K
|
+4,091
|
+88%
|
|
|
723
|
Executive Wealth Management
Brighton,
Michigan
|
$439K
|
+$19.7K
|
+391
|
+5%
|
|
|
724
|
HeadInvest LLC
Portland,
Maine
|
$438K
|
-$474K
|
-9,408
|
-52%
|
|
|
725
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$437K
|
-$1.01K
|
-20
|
-0.2%
|
|
