|
701
|
Secure Asset Management
Troy,
Michigan
|
$425K
|
-$15.5K
|
-115
|
-4%
|
|
|
702
|
Clarity Wealth Advisors
San Jose,
California
|
$422K
|
-$6.19K
|
-46
|
-1%
|
|
|
703
|
Creekside Partners
Petaluma,
California
|
$419K
|
+$1.21K
|
+9
|
+0.3%
|
|
|
704
|
Iconiq Capital
San Francisco,
California
|
$416K
|
–
|
–
|
–
|
|
|
705
|
HeadInvest LLC
Portland,
Maine
|
$413K
|
+$409K
|
+3,043
|
New
|
|
|
706
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$413K
|
–
|
–
|
–
|
|
|
707
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$411K
|
-$116K
|
-865
|
-22%
|
|
|
708
|
Fiduciary Family Office
Boca Raton,
Florida
|
$411K
|
+$407K
|
+3,029
|
New
|
|
|
709
|
Curi RMB Capital
Chicago,
Illinois
|
$411K
|
-$10.2K
|
-76
|
-2%
|
|
|
710
|
WESCAP Management Group
Glendale,
California
|
$409K
|
–
|
–
|
–
|
|
|
711
|
New Hampshire Trust
Concord,
New Hampshire
|
$408K
|
+$22.9K
|
+170
|
+6%
|
|
|
712
|
EPG Wealth Management
Atlanta,
Georgia
|
$408K
|
+$807
|
+6
|
+0.2%
|
|
|
713
|
Midwest Financial Group
Overland Park,
Kansas
|
$407K
|
+$2.42K
|
+18
|
+0.6%
|
|
|
714
|
Berger Financial Group
Plymouth,
Minnesota
|
$404K
|
-$6.86K
|
-51
|
-2%
|
|
|
715
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$401K
|
-$28.2K
|
-210
|
-7%
|
|
|
716
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$400K
|
+$26.1K
|
+194
|
+7%
|
|
|
717
|
Foster Group
West Des Moines,
Iowa
|
$398K
|
–
|
–
|
–
|
|
|
718
|
Principal Financial Group
Des Moines,
Iowa
|
$398K
|
–
|
–
|
–
|
|
|
719
|
Legacy Trust
Grand Rapids,
Michigan
|
$397K
|
–
|
–
|
–
|
|
|
720
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$396K
|
+$8.47K
|
+63
|
+2%
|
|
|
721
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$396K
|
–
|
–
|
–
|
|
|
722
|
Veridan Wealth
West Linn,
Oregon
|
$395K
|
-$941
|
-7
|
-0.2%
|
|
|
723
|
Avior Wealth Management
Omaha,
Nebraska
|
$395K
|
-$128K
|
-955
|
-25%
|
|
|
724
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$393K
|
–
|
–
|
–
|
|
|
725
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$392K
|
-$29.5K
|
-219
|
-7%
|
|
