|
876
|
Forum Financial Management
Lombard,
Illinois
|
$460K
|
-$15.9K
|
-56
|
-4%
|
|
|
877
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$459K
|
-$31.5K
|
-111
|
-7%
|
|
|
878
|
Wedbush Securities
Los Angeles,
California
|
$459K
|
+$10.5K
|
+37
|
+3%
|
|
|
879
|
Defined Wealth Management
Beaverton,
Oregon
|
$459K
|
+$2.27K
|
+8
|
+0.5%
|
|
|
880
|
Polymer Capital Management
New York
|
$455K
|
+$417K
|
+1,471
|
New
|
|
|
881
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$447K
|
-$1.42K
|
-5
|
-0.3%
|
|
|
882
|
United Community Bank
Greenville,
South Carolina
|
$447K
|
+$1.99K
|
+7
|
+0.5%
|
|
|
883
|
Virtue Capital Management
Brentwood,
Tennessee
|
$447K
|
-$122K
|
-429
|
-23%
|
|
|
884
|
Evoke Wealth
Los Angeles,
California
|
$447K
|
+$410K
|
+1,444
|
New
|
|
|
885
|
Wharton Business Group
Malvern,
Pennsylvania
|
$447K
|
–
|
–
|
–
|
|
|
886
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$446K
|
+$74.9K
|
+264
|
+22%
|
|
|
887
|
Fidelis Capital Partners
Tampa,
Florida
|
$446K
|
+$7.94K
|
+28
|
+2%
|
|
|
888
|
Evergreen Capital Management
Bellevue,
Washington
|
$444K
|
-$12.2K
|
-43
|
-3%
|
|
|
889
|
Redwood Park Advisors
Redwood City,
California
|
$442K
|
–
|
–
|
–
|
|
|
890
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$442K
|
-$3.4K
|
-12
|
-0.8%
|
|
|
891
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$441K
|
+$85.1K
|
+300
|
+27%
|
|
|
892
|
SOL Capital Management
Rockville,
Maryland
|
$440K
|
–
|
–
|
–
|
|
|
893
|
Wambolt & Associates
Littleton,
Colorado
|
$439K
|
-$22.7K
|
-80
|
-5%
|
|
|
894
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$438K
|
+$137K
|
+484
|
+50%
|
|
|
895
|
CX Institutional
Auburn,
Indiana
|
$436K
|
+$45.1K
|
+159
|
+13%
|
|
|
896
|
Curated Wealth Partners
El Segundo,
California
|
$435K
|
-$19.6K
|
-69
|
-5%
|
|
|
897
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$433K
|
–
|
–
|
–
|
|
|
898
|
Polen Capital Management
Boca Raton,
Florida
|
$433K
|
-$300K
|
-1,056
|
-43%
|
|
|
899
|
Great Diamond Partners
Portland,
Maine
|
$432K
|
–
|
–
|
–
|
|
|
900
|
Triad Wealth Partners
Lawrence,
Kansas
|
$430K
|
+$394K
|
+1,388
|
New
|
|
