|
701
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$257K
|
+$229K
|
+1,710
|
New
|
|
|
702
|
Biltmore Family Office
Charlotte,
North Carolina
|
$257K
|
–
|
–
|
–
|
|
|
703
|
Wealthstream Advisors
New York
|
$256K
|
+$134
|
+1
|
+0.1%
|
|
|
704
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$256K
|
–
|
–
|
–
|
|
|
705
|
Keeler Thomas Management
Orem,
Utah
|
$256K
|
+$254K
|
+1,890
|
New
|
|
|
706
|
HSBC Holdings
London,
United Kingdom
|
$253K
|
–
|
–
|
–
|
|
|
707
|
Family Investment Center
Saint Joseph,
Missouri
|
$250K
|
+$248K
|
+1,849
|
New
|
|
|
708
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$250K
|
-$2.28K
|
-17
|
-0.9%
|
|
|
709
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$247K
|
–
|
–
|
–
|
|
|
710
|
Verum Partners
Charlotte,
North Carolina
|
$247K
|
+$245K
|
+1,825
|
New
|
|
|
711
|
Institute for Wealth Management
Denver,
Colorado
|
$246K
|
-$21.7K
|
-162
|
-8%
|
|
|
712
|
City State Bank
Norwalk,
Iowa
|
$246K
|
–
|
–
|
–
|
|
|
713
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$240K
|
-$241K
|
-1,795
|
-50%
|
|
|
714
|
Zhang Financial
Portage,
Michigan
|
$237K
|
+$1.74K
|
+13
|
+0.7%
|
|
|
715
|
Simon Quick Advisors
Morristown,
New Jersey
|
$236K
|
-$338K
|
-2,522
|
-59%
|
|
|
716
|
Mission Wealth Management
Santa Barbara,
California
|
$236K
|
+$234K
|
+1,744
|
New
|
|
|
717
|
FSA Wealth Management
Needham,
Massachusetts
|
$235K
|
-$669K
|
-4,987
|
-74%
|
|
|
718
|
Sierra Capital
Miami,
Florida
|
$235K
|
-$7.92K
|
-59
|
-3%
|
|
|
719
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$234K
|
+$232K
|
+1,730
|
New
|
|
|
720
|
Brown Brothers Harriman & Co
New York
|
$233K
|
–
|
–
|
–
|
|
|
721
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$233K
|
-$104K
|
-778
|
-31%
|
|
|
722
|
Redwood Financial Network
Solon,
Ohio
|
$233K
|
-$11.4K
|
-85
|
-5%
|
|
|
723
|
Tiemann Investment Advisors
Menlo Park,
California
|
$229K
|
–
|
–
|
–
|
|
|
724
|
Moors & Cabot
Boston,
Massachusetts
|
$229K
|
+$227K
|
+1,693
|
New
|
|
|
725
|
My Personal CFO LLC
Vancouver,
Washington
|
$227K
|
+$7.11K
|
+53
|
+16%
|
|
