|
701
|
Leo Wealth LLC
Hurst,
Texas
|
$317K
|
-$43.5K
|
-296
|
-13%
|
|
|
702
|
SkyOak Wealth
Southfield,
Michigan
|
$314K
|
-$140K
|
-954
|
-32%
|
|
|
703
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$313K
|
–
|
–
|
–
|
|
|
704
|
|
$312K
|
-$157K
|
-1,067
|
-35%
|
|
|
705
|
Navis Wealth Advisors
Rye Brook,
New York
|
$312K
|
–
|
–
|
–
|
|
|
706
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$312K
|
+$294K
|
+2,000
|
New
|
|
|
707
|
Von Berge Wealth Management Group
San Diego,
California
|
$310K
|
–
|
–
|
–
|
|
|
708
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$309K
|
+$2.94K
|
+20
|
+1%
|
|
|
709
|
KeyBank National Association
Cleveland,
Ohio
|
$309K
|
+$15K
|
+102
|
+5%
|
|
|
710
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$309K
|
+$43K
|
+293
|
+17%
|
|
|
711
|
Five Oceans Advisors
Santa Monica,
California
|
$306K
|
-$491K
|
-3,344
|
-63%
|
|
|
712
|
Joel Isaacson & Co
New York
|
$305K
|
+$288K
|
+1,959
|
New
|
|
|
713
|
Towerpoint Wealth
Sacramento,
California
|
$305K
|
–
|
–
|
–
|
|
|
714
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$304K
|
–
|
–
|
–
|
|
|
715
|
Wealthspan Partners
Davenport,
Iowa
|
$304K
|
-$11K
|
-75
|
-4%
|
|
|
716
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$301K
|
-$154K
|
-1,047
|
-35%
|
|
|
717
|
Legacy Bridge
West Des Moines,
Iowa
|
$300K
|
–
|
–
|
–
|
|
|
718
|
Kennicott Capital Management
Corte Madera,
California
|
$299K
|
–
|
–
|
–
|
|
|
719
|
LongView Wealth Management
Atlanta,
Georgia
|
$299K
|
–
|
–
|
–
|
|
|
720
|
United Advisor Group
Cincinnati,
Ohio
|
$297K
|
+$72.5K
|
+494
|
+35%
|
|
|
721
|
Biltmore Family Office
Charlotte,
North Carolina
|
$296K
|
–
|
–
|
–
|
|
|
722
|
Wealthstream Advisors
New York
|
$296K
|
+$147
|
+1
|
+0.1%
|
|
|
723
|
Breakwater Capital Group
Paramus,
New Jersey
|
$290K
|
+$440
|
+3
|
+0.2%
|
|
|
724
|
Silvercrest Asset Management
New York
|
$289K
|
-$32.3K
|
-220
|
-11%
|
|
|
725
|
Bogart Wealth LLC
Mclean,
Virginia
|
$288K
|
-$20.9M
|
-142,530
|
-99%
|
|
