|
701
|
Becker Capital Management
Portland,
Oregon
|
$310K
|
–
|
–
|
–
|
|
|
702
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$310K
|
–
|
–
|
–
|
|
|
703
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$310K
|
–
|
–
|
–
|
|
|
704
|
SOA Wealth Advisors
New York
|
$310K
|
+$2.46M
|
+13,267
|
+926%
|
|
|
705
|
Mawer Investment Management
Calgary,
Alberta, Canada
|
$309K
|
–
|
–
|
–
|
|
|
706
|
Sunpointe
St. Louis,
Missouri
|
$309K
|
–
|
–
|
–
|
|
|
707
|
Rather & Kittrell
Knoxville,
Tennessee
|
$309K
|
+$20.8K
|
+112
|
+8%
|
|
|
708
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$307K
|
+$24.1K
|
+130
|
+10%
|
|
|
709
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$305K
|
+$1.48K
|
+8
|
+0.5%
|
|
|
710
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$305K
|
–
|
–
|
–
|
|
|
711
|
VisionPoint Advisory Group
Dallas,
Texas
|
$304K
|
+$273K
|
+1,470
|
New
|
|
|
712
|
Keel Point
Huntsville,
Alabama
|
$304K
|
+$29.1K
|
+157
|
+12%
|
|
|
713
|
Foster Group
West Des Moines,
Iowa
|
$303K
|
+$271K
|
+1,462
|
New
|
|
|
714
|
Facet Wealth Inc
Baltimore,
Maryland
|
$302K
|
+$271K
|
+1,461
|
New
|
|
|
715
|
Accel Wealth Management
Waverly,
Iowa
|
$302K
|
–
|
–
|
–
|
|
|
716
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$301K
|
+$2.78K
|
+15
|
+1%
|
|
|
717
|
Red Door Wealth Management
Memphis,
Tennessee
|
$300K
|
+$269K
|
+1,451
|
New
|
|
|
718
|
Transcend Capital Advisors
Madison,
New Jersey
|
$300K
|
–
|
–
|
–
|
|
|
719
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$299K
|
+$18.4K
|
+99
|
+7%
|
|
|
720
|
Caldwell Trust
Venice,
Florida
|
$299K
|
-$2.41K
|
-13
|
-0.9%
|
|
|
721
|
Westside Investment Management
Santa Monica,
California
|
$298K
|
–
|
–
|
–
|
|
|
722
|
Avantax Planning Partners
Dubuque,
Iowa
|
$297K
|
–
|
–
|
–
|
|
|
723
|
Beto Financial Group
Boise,
Idaho
|
$295K
|
+$928
|
+5
|
+0.4%
|
|
|
724
|
Montecito Bank & Trust
Santa Barbara,
California
|
$295K
|
+$264K
|
+1,425
|
New
|
|
|
725
|
Freestone Capital Holdings
Seattle,
Washington
|
$294K
|
+$6.86K
|
+37
|
+3%
|
|
