|
701
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$19M
|
-$16.8K
|
-31
|
-0.1%
|
|
|
702
|
Howland Capital Management
Boston,
Massachusetts
|
$19M
|
+$1.71M
|
+3,160
|
+10%
|
|
|
703
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$19M
|
+$620K
|
+1,144
|
+3%
|
|
|
704
|
Joel Isaacson & Co
New York
|
$19M
|
+$3.58M
|
+6,610
|
+23%
|
|
|
705
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$18.9M
|
+$19K
|
+35
|
+0.1%
|
|
|
706
|
TruWealth Advisors
Metairie,
Louisiana
|
$18.9M
|
+$262K
|
+483
|
+1%
|
|
|
707
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$18.8M
|
+$331K
|
+611
|
+2%
|
|
|
708
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$18.8M
|
+$18.8M
|
+34,800
|
New
|
|
|
709
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$18.7M
|
+$673K
|
+1,242
|
+4%
|
|
|
710
|
O'Connor Financial Group
Quincy,
Illinois
|
$18.7M
|
+$1.1M
|
+2,038
|
+6%
|
|
|
711
|
Moulton Wealth Management
Spokane,
Washington
|
$18.7M
|
+$2.11M
|
+3,897
|
+13%
|
|
|
712
|
Brighton Jones LLC
Seattle,
Washington
|
$18.6M
|
+$1.14M
|
+2,112
|
+7%
|
|
|
713
|
Highline Wealth Partners
Sherman Oaks,
California
|
$18.5M
|
+$1.18M
|
+2,174
|
+7%
|
|
|
714
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$18.5M
|
-$195K
|
-360
|
-1%
|
|
|
715
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$18.5M
|
+$2.89M
|
+5,344
|
+18%
|
|
|
716
|
|
$18.4M
|
+$2.67M
|
+4,928
|
+17%
|
|
|
717
|
TFB Advisors
Overland Park,
Kansas
|
$18.3M
|
+$452K
|
+834
|
+3%
|
|
|
718
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$18.2M
|
-$2.48M
|
-4,572
|
-12%
|
|
|
719
|
Passaic Partners
Newark,
New Jersey
|
$18.1M
|
+$2.27M
|
+4,187
|
+14%
|
|
|
720
|
Elios Financial Group
Westlake,
Ohio
|
$18M
|
+$247K
|
+456
|
+1%
|
|
|
721
|
Fidelis Capital Partners
Tampa,
Florida
|
$18M
|
+$1.49M
|
+2,742
|
+9%
|
|
|
722
|
Diversify Wealth Management
Sandy,
Utah
|
$18M
|
+$12.2M
|
+22,583
|
+204%
|
|
|
723
|
Brave Asset Management
Summit,
New Jersey
|
$17.9M
|
-$201K
|
-372
|
-1%
|
|
|
724
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$17.8M
|
–
|
–
|
–
|
|
|
725
|
|
$17.8M
|
+$590K
|
+1,089
|
+3%
|
|
