|
701
|
Clearstead Advisors
Cleveland,
Ohio
|
$252K
|
+$65.8K
|
+474
|
+34%
|
|
|
702
|
HSBC Holdings
London,
United Kingdom
|
$250K
|
–
|
–
|
–
|
|
|
703
|
Family Investment Center
Saint Joseph,
Missouri
|
$249K
|
+$1.11K
|
+8
|
+0.4%
|
|
|
704
|
My Personal CFO LLC
Vancouver,
Washington
|
$249K
|
+$204K
|
+1,468
|
+380%
|
|
|
705
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$247K
|
-$223K
|
-1,610
|
-47%
|
|
|
706
|
Private Portfolio Partners
Paramus,
New Jersey
|
$247K
|
-$31.1K
|
-224
|
-11%
|
|
|
707
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$245K
|
–
|
–
|
–
|
|
|
708
|
Verum Partners
Charlotte,
North Carolina
|
$245K
|
–
|
–
|
–
|
|
|
709
|
Institute for Wealth Management
Denver,
Colorado
|
$244K
|
–
|
–
|
–
|
|
|
710
|
City State Bank
Norwalk,
Iowa
|
$244K
|
–
|
–
|
–
|
|
|
711
|
LWMG LLC
Lake Elmo,
Minnesota
|
$244K
|
-$2.07M
|
-14,906
|
-89%
|
|
|
712
|
Financial Life Advisors
San Antonio,
Texas
|
$241K
|
-$112K
|
-809
|
-31%
|
|
|
713
|
Donaldson Capital Management
Evansville,
Indiana
|
$240K
|
-$43K
|
-310
|
-15%
|
|
|
714
|
Zhang Financial
Portage,
Michigan
|
$235K
|
–
|
–
|
–
|
|
|
715
|
Neuberger Berman Group
New York
|
$235K
|
-$69.4K
|
-500
|
-22%
|
|
|
716
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$235K
|
-$290K
|
-2,087
|
-54%
|
|
|
717
|
Brown Brothers Harriman & Co
New York
|
$231K
|
–
|
–
|
–
|
|
|
718
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$230K
|
+$238K
|
+1,717
|
New
|
|
|
719
|
Successful Portfolios
Clearwater,
Florida
|
$223K
|
–
|
–
|
–
|
|
|
720
|
Tiemann Investment Advisors
Menlo Park,
California
|
$223K
|
-$4.86K
|
-35
|
-2%
|
|
|
721
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$222K
|
-$81.7K
|
-589
|
-26%
|
|
|
722
|
Lindbrook Capital
Calabasas,
California
|
$221K
|
–
|
–
|
–
|
|
|
723
|
Compass Advisory Group
Melville,
New York
|
$220K
|
-$51.3K
|
-370
|
-18%
|
|
|
724
|
Lion Street Advisors
Austin,
Texas
|
$219K
|
+$227K
|
+1,635
|
New
|
|
|
725
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$219K
|
-$29.4K
|
-212
|
-11%
|
|
