|
726
|
XY Planning Network
Bozeman,
Montana
|
$397K
|
+$403K
|
+3,657
|
New
|
|
|
727
|
Caldwell Trust
Venice,
Florida
|
$392K
|
–
|
–
|
–
|
|
|
728
|
OxenFree Capital
Satellite Beach,
Florida
|
$392K
|
-$142K
|
-1,285
|
-26%
|
|
|
729
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$388K
|
+$392K
|
+3,558
|
New
|
|
|
730
|
SimpliFi Inc
San Diego,
California
|
$388K
|
+$2.76K
|
+25
|
+0.7%
|
|
|
731
|
EP Wealth Advisors
Torrance,
California
|
$387K
|
+$47.2K
|
+428
|
+14%
|
|
|
732
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$385K
|
+$220K
|
+1,991
|
+129%
|
|
|
733
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$382K
|
+$35.3K
|
+320
|
+10%
|
|
|
734
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$382K
|
+$9.15K
|
+83
|
+2%
|
|
|
735
|
Meridian Wealth Management
Lexington,
Kentucky
|
$380K
|
+$384K
|
+3,485
|
New
|
|
|
736
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$379K
|
-$744K
|
-6,751
|
-66%
|
|
|
737
|
Transcend Capital Advisors
Madison,
New Jersey
|
$379K
|
-$35.4K
|
-321
|
-8%
|
|
|
738
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$375K
|
-$41.6K
|
-377
|
-10%
|
|
|
739
|
Cary Street Partners
Richmond,
Virginia
|
$373K
|
-$158K
|
-1,429
|
-4%
|
|
|
740
|
HCR Wealth Advisors
Los Angeles,
California
|
$370K
|
-$46.3K
|
-420
|
-11%
|
|
|
741
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$369K
|
–
|
–
|
–
|
|
|
742
|
Estate Counselors
Thiensville,
Wisconsin
|
$369K
|
+$373K
|
+3,385
|
New
|
|
|
743
|
Palouse Capital Management
Spokane,
Washington
|
$365K
|
-$18.7K
|
-170
|
-5%
|
|
|
744
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$364K
|
–
|
–
|
–
|
|
|
745
|
Nomura Asset Management
Tokyo,
Japan
|
$363K
|
-$11.9M
|
-107,800
|
-97%
|
|
|
746
|
Harmony Asset Management
Scottsdale,
Arizona
|
$361K
|
-$75.3K
|
-683
|
-17%
|
|
|
747
|
Invested Advisors
State College,
Pennsylvania
|
$360K
|
-$119K
|
-1,079
|
-25%
|
|
|
748
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$360K
|
-$45K
|
-408
|
-11%
|
|
|
749
|
ProVise Management Group
Clearwater,
Florida
|
$357K
|
–
|
–
|
–
|
|
|
750
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$353K
|
-$331K
|
-3,006
|
-48%
|
|
