|
701
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$232K
|
+$3.61K
|
+23
|
+2%
|
|
|
702
|
Robeco Schweiz
Zurich,
Switzerland
|
$231K
|
–
|
–
|
–
|
|
|
703
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$231K
|
+$222K
|
+1,416
|
New
|
|
|
704
|
Sheridan Capital Management
San Rafael,
California
|
$230K
|
–
|
–
|
–
|
|
|
705
|
Berry Wealth Group
Granbury,
Texas
|
$230K
|
+$221K
|
+1,410
|
New
|
|
|
706
|
Atria Investments
Charlotte,
North Carolina
|
$230K
|
+$221K
|
+1,405
|
New
|
|
|
707
|
Trust Asset Management
Houston,
Texas
|
$230K
|
+$221K
|
+1,405
|
New
|
|
|
708
|
Diversify Wealth Management
Sandy,
Utah
|
$229K
|
+$174K
|
+1,106
|
New
|
|
|
709
|
|
$229K
|
-$336K
|
-2,137
|
-60%
|
|
|
710
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$228K
|
–
|
–
|
–
|
|
|
711
|
Rossby Financial
Melbourne,
Florida
|
$228K
|
-$23.4K
|
-149
|
-10%
|
|
|
712
|
Procyon Advisors
Shelton,
Connecticut
|
$228K
|
-$14.1K
|
-90
|
-6%
|
|
|
713
|
SkyOak Wealth
Southfield,
Michigan
|
$227K
|
+$6.59K
|
+42
|
+3%
|
|
|
714
|
Atria Wealth Solutions
New York
|
$226K
|
–
|
–
|
–
|
|
|
715
|
Moseley Investment Management
Bradenton,
Florida
|
$225K
|
+$2.35K
|
+15
|
+1%
|
|
|
716
|
Harbour Investments
Madison,
Wisconsin
|
$224K
|
+$162K
|
+1,032
|
+304%
|
|
|
717
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$224K
|
–
|
–
|
–
|
|
|
718
|
LGL Partners
Philadelphia,
Pennsylvania
|
$221K
|
+$174K
|
+1,106
|
New
|
|
|
719
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$221K
|
+$12.1K
|
+77
|
+6%
|
|
|
720
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$219K
|
-$3.14K
|
-20
|
-1%
|
|
|
721
|
|
$216K
|
–
|
–
|
–
|
|
|
722
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$215K
|
+$157
|
+1
|
+0.1%
|
|
|
723
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$213K
|
-$314
|
-2
|
-0.2%
|
|
|
724
|
Belpointe Asset Management
Reno,
Nevada
|
$213K
|
+$204K
|
+1,301
|
New
|
|
|
725
|
Pinnacle Associates
New York
|
$213K
|
+$204K
|
+1,301
|
New
|
|
