|
651
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$293K
|
-$9.05M
|
-98,775
|
-97%
|
|
|
652
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$291K
|
+$291K
|
+3,180
|
New
|
|
|
653
|
Destination Wealth Management
Walnut Creek,
California
|
$286K
|
+$285K
|
+3,115
|
New
|
|
|
654
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$285K
|
+$284K
|
+3,100
|
New
|
|
|
655
|
Wayfinding Financial
Lynnwood,
Washington
|
$277K
|
+$276K
|
+3,018
|
New
|
|
|
656
|
Tranquility Partners
Brentwood,
Tennessee
|
$275K
|
–
|
–
|
–
|
|
|
657
|
Friedenthal Financial
Marlton,
New Jersey
|
$275K
|
-$1.53M
|
-16,700
|
-85%
|
|
|
658
|
US Bancorp
Minneapolis,
Minnesota
|
$274K
|
-$128K
|
-1,402
|
-32%
|
|
|
659
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$274K
|
+$274K
|
+2,986
|
New
|
|
|
660
|
Thomasville National Bank
Thomasville,
Georgia
|
$270K
|
-$33.5K
|
-366
|
-11%
|
|
|
661
|
Signet Financial Management
Parsippany,
New Jersey
|
$269K
|
+$269K
|
+2,934
|
New
|
|
|
662
|
Western Wealth Management
Golden,
Colorado
|
$269K
|
+$268K
|
+2,926
|
New
|
|
|
663
|
Donor Advised Charitable Giving
San Francisco,
California
|
$268K
|
+$65.1K
|
+711
|
+32%
|
|
|
664
|
FirstPurpose Wealth
Orem,
Utah
|
$267K
|
+$25.2K
|
+275
|
+10%
|
|
|
665
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$263K
|
-$5.77M
|
-63,007
|
-96%
|
|
|
666
|
Legacy Trust
Grand Rapids,
Michigan
|
$260K
|
+$259K
|
+2,829
|
New
|
|
|
667
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$256K
|
–
|
–
|
–
|
|
|
668
|
Sterling Financial Planning
Sparta,
New Jersey
|
$251K
|
+$250K
|
+2,732
|
New
|
|
|
669
|
Great Diamond Partners
Portland,
Maine
|
$251K
|
-$62.3K
|
-680
|
-20%
|
|
|
670
|
Focused Wealth Management
Newburgh,
New York
|
$250K
|
+$250K
|
+2,725
|
New
|
|
|
671
|
Eclectic Associates
Fullerton,
California
|
$250K
|
+$20K
|
+218
|
+9%
|
|
|
672
|
PSI Advisors
Tampa,
Florida
|
$249K
|
+$208K
|
+2,274
|
+517%
|
|
|
673
|
Transatlantique Private Wealth
New York
|
$249K
|
–
|
–
|
–
|
|
|
674
|
Wolverine Trading
Chicago,
Illinois
|
$240K
|
+$239K
|
+2,614
|
New
|
|
|
675
|
United Community Bank
Greenville,
South Carolina
|
$238K
|
+$5.96K
|
+65
|
+3%
|
|
