|
701
|
Flatrock Wealth Partners
Newport Beach,
California
|
$570K
|
+$584K
|
+6,534
|
New
|
|
|
702
|
Islay Capital Management
Lubbock,
Texas
|
$570K
|
-$137K
|
-1,533
|
-19%
|
|
|
703
|
Life Line Wealth Management
Beverly Hills,
California
|
$564K
|
+$13.9K
|
+156
|
+2%
|
|
|
704
|
Westfuller Advisors
New York
|
$558K
|
-$20.4K
|
-228
|
-3%
|
|
|
705
|
Global View Capital Management
Waukesha,
Wisconsin
|
$558K
|
+$91.5K
|
+1,023
|
+19%
|
|
|
706
|
Elevated Capital Advisors
Sandy,
Utah
|
$551K
|
–
|
–
|
–
|
|
|
707
|
|
$545K
|
–
|
–
|
–
|
|
|
708
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$541K
|
-$2.3M
|
-25,765
|
-81%
|
|
|
709
|
American Asset Management
Boca Raton,
Florida
|
$541K
|
+$60.7K
|
+679
|
+12%
|
|
|
710
|
Principal Securities
Des Moines,
Iowa
|
$541K
|
-$676K
|
-7,566
|
-55%
|
|
|
711
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$540K
|
+$554K
|
+6,200
|
New
|
|
|
712
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$539K
|
-$63.8K
|
-713
|
-10%
|
|
|
713
|
Sage Advisory Services
Austin,
Texas
|
$537K
|
-$227K
|
-2,542
|
-29%
|
|
|
714
|
First Interstate Bank
Billings,
Montana
|
$536K
|
-$42.1K
|
-471
|
-7%
|
|
|
715
|
Schroder Investment Management Group
London,
United Kingdom
|
$536K
|
–
|
–
|
–
|
|
|
716
|
Personal CFO Solutions
Chester,
New Jersey
|
$535K
|
-$5.63K
|
-63
|
-1%
|
|
|
717
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$533K
|
+$546K
|
+6,111
|
New
|
|
|
718
|
BCGM Wealth Management
Lafayette,
Indiana
|
$531K
|
+$242K
|
+2,701
|
+80%
|
|
|
719
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$529K
|
-$2.23K
|
-25
|
-0.4%
|
|
|
720
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$523K
|
+$43.4K
|
+485
|
+9%
|
|
|
721
|
NKCFO LLC
Geneva,
Illinois
|
$523K
|
–
|
–
|
–
|
|
|
722
|
Greenland Capital Management
New York
|
$523K
|
+$536K
|
+6,000
|
New
|
|
|
723
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$523K
|
-$23.8K
|
-266
|
-4%
|
|
|
724
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$523K
|
-$31.6K
|
-353
|
-6%
|
|
|
725
|
Avid Wealth Partners
San Antonio,
Texas
|
$523K
|
-$144K
|
-1,616
|
-21%
|
|
