|
726
|
My Personal CFO LLC
Vancouver,
Washington
|
$279K
|
+$276K
|
+3,568
|
New
|
|
|
727
|
Forum Private Client Group
Fishers,
Indiana
|
$278K
|
-$465
|
-6
|
-0.2%
|
|
|
728
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$276K
|
+$697
|
+9
|
+0.3%
|
|
|
729
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$276K
|
+$2.63K
|
+34
|
+1%
|
|
|
730
|
RF&L Wealth Management
Acton,
Massachusetts
|
$276K
|
–
|
–
|
–
|
|
|
731
|
S.A. Mason
Holland,
Michigan
|
$271K
|
–
|
–
|
–
|
|
|
732
|
NorthRock Partners
Minneapolis,
Minnesota
|
$271K
|
+$269K
|
+3,469
|
New
|
|
|
733
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$270K
|
+$155
|
+2
|
+0.1%
|
|
|
734
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$267K
|
-$30K
|
-387
|
-10%
|
|
|
735
|
Mission Creek Capital Partners
San Francisco,
California
|
$266K
|
+$387
|
+5
|
+0.1%
|
|
|
736
|
CRA Financial Services
Northfield,
New Jersey
|
$266K
|
+$38.7K
|
+500
|
+17%
|
|
|
737
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$264K
|
-$22.8K
|
-294
|
-8%
|
|
|
738
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
739
|
TCFG Wealth Management
Laguna Niguel,
California
|
$263K
|
+$261K
|
+3,365
|
New
|
|
|
740
|
NFP Retirement Inc
Aliso Viejo,
California
|
$261K
|
+$6.35K
|
+82
|
+3%
|
|
|
741
|
|
$261K
|
-$15.1K
|
-195
|
-6%
|
|
|
742
|
TAGStone Capital
Charlotte,
North Carolina
|
$261K
|
-$16.2K
|
-209
|
-6%
|
|
|
743
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$259K
|
–
|
–
|
–
|
|
|
744
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$258K
|
–
|
–
|
–
|
|
|
745
|
Kestra Investment Management
Austin,
Texas
|
$258K
|
-$40.9K
|
-528
|
-14%
|
|
|
746
|
TrueWealth Advisors
Birmingham,
Alabama
|
$256K
|
-$1.01K
|
-13
|
-0.4%
|
|
|
747
|
Wealthspire Advisors (New York)
New York
|
$254K
|
+$26.7K
|
+345
|
+12%
|
|
|
748
|
Crux Wealth Advisors
Long Beach,
California
|
$253K
|
+$251K
|
+3,245
|
New
|
|
|
749
|
TFB Advisors
Overland Park,
Kansas
|
$253K
|
-$47.5K
|
-614
|
-16%
|
|
|
750
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$252K
|
+$1.86K
|
+24
|
+0.7%
|
|
