|
701
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$13M
|
-$7.79K
|
-118
|
-0.1%
|
|
|
702
|
Wind River Trust Company
Jackson,
Wyoming
|
$13M
|
–
|
–
|
–
|
|
|
703
|
K2 Financial
Glendora,
California
|
$12.9M
|
-$439K
|
-6,651
|
-3%
|
|
|
704
|
RFG Holdings
Argyle,
Texas
|
$12.9M
|
+$13.3M
|
+201,501
|
New
|
|
|
705
|
Auour Investments
Woburn,
Massachusetts
|
$12.9M
|
+$49.2K
|
+746
|
+0.4%
|
|
|
706
|
CVA Family Office
Denver,
Colorado
|
$12.9M
|
+$3.53M
|
+53,415
|
+36%
|
|
|
707
|
Parsons Capital Management
Providence,
Rhode Island
|
$12.8M
|
+$870K
|
+13,175
|
+7%
|
|
|
708
|
Seven Post Investment Office
San Francisco,
California
|
$12.8M
|
-$2.03M
|
-30,794
|
-13%
|
|
|
709
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$12.7M
|
-$603K
|
-9,129
|
-4%
|
|
|
710
|
Principia Wealth Advisory
Dallas,
Texas
|
$12.7M
|
+$2.93M
|
+44,387
|
+29%
|
|
|
711
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$12.7M
|
+$167K
|
+2,529
|
+1%
|
|
|
712
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$12.6M
|
-$1.37M
|
-20,818
|
-10%
|
|
|
713
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$12.6M
|
+$259K
|
+3,925
|
+2%
|
|
|
714
|
Redwood Investment Management
Scottsdale,
Arizona
|
$12.6M
|
+$982K
|
+14,884
|
+8%
|
|
|
715
|
|
$12.6M
|
-$175K
|
-2,652
|
-1%
|
|
|
716
|
Capasso Planning Partners
Charleston,
South Carolina
|
$12.5M
|
+$782K
|
+11,853
|
+6%
|
|
|
717
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$12.5M
|
-$412K
|
-6,248
|
-3%
|
|
|
718
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$12.4M
|
–
|
–
|
–
|
|
|
719
|
Ashton Thomas Securities
Rochester,
New York
|
$12.3M
|
-$384K
|
-5,822
|
-3%
|
|
|
720
|
SouthState Corp
Winter Haven,
Florida
|
$12.3M
|
+$5.79M
|
+87,713
|
+84%
|
|
|
721
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$12.3M
|
+$631K
|
+9,557
|
+5%
|
|
|
722
|
Excelsior Advisor Network
Denver,
Colorado
|
$12.3M
|
+$1.87M
|
+28,407
|
+17%
|
|
|
723
|
IFG Advisors
St. Louis,
Missouri
|
$12.2M
|
-$288K
|
-4,358
|
-2%
|
|
|
724
|
Cerity Partners Retirement Plan Advisors
New York
|
$12.2M
|
+$13M
|
+196,556
|
New
|
|
|
725
|
PFW Advisors
Atlanta,
Georgia
|
$12.2M
|
+$15.5K
|
+235
|
+0.1%
|
|
