|
776
|
CRA Financial Services
Northfield,
New Jersey
|
$272K
|
–
|
–
|
–
|
|
|
777
|
TCFG Wealth Management
Laguna Niguel,
California
|
$271K
|
+$11K
|
+141
|
+4%
|
|
|
778
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$271K
|
+$273K
|
+3,506
|
New
|
|
|
779
|
Cogent Private Wealth
Orlando,
Florida
|
$270K
|
-$37K
|
-475
|
-12%
|
|
|
780
|
Anchor Investment Management
Columbia,
South Carolina
|
$269K
|
–
|
–
|
–
|
|
|
781
|
TFB Advisors
Overland Park,
Kansas
|
$268K
|
+$19.5K
|
+250
|
+8%
|
|
|
782
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$267K
|
-$7.24K
|
-93
|
-3%
|
|
|
783
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
$266K
|
-$2.88K
|
-37
|
-1%
|
|
|
784
|
Cresset Asset Management
Chicago,
Illinois
|
$266K
|
-$155K
|
-1,986
|
-37%
|
|
|
785
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$265K
|
+$58.9K
|
+757
|
+28%
|
|
|
786
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$265K
|
+$36.1K
|
+464
|
+16%
|
|
|
787
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$264K
|
-$29.1K
|
-374
|
-10%
|
|
|
788
|
Mission Creek Capital Partners
San Francisco,
California
|
$264K
|
+$156
|
+2
|
+0.1%
|
|
|
789
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$262K
|
-$24.8K
|
-318
|
-9%
|
|
|
790
|
Robinswood Financial
Kirkland,
Washington
|
$261K
|
+$201K
|
+2,588
|
+326%
|
|
|
791
|
Orleans Capital Management
Mandeville,
Louisiana
|
$261K
|
+$14.8K
|
+190
|
+6%
|
|
|
792
|
Echo Wealth Management
Plymouth,
Minnesota
|
$261K
|
–
|
–
|
–
|
|
|
793
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$260K
|
+$263K
|
+3,375
|
New
|
|
|
794
|
Sequoia Financial Advisors
Akron,
Ohio
|
$260K
|
-$321K
|
-4,127
|
-55%
|
|
|
795
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$259K
|
+$33.3K
|
+428
|
+15%
|
|
|
796
|
|
$258K
|
–
|
–
|
–
|
|
|
797
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$256K
|
–
|
–
|
–
|
|
|
798
|
Harbour Investment Management
Edmonds,
Washington
|
$256K
|
+$258K
|
+3,314
|
New
|
|
|
799
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$253K
|
+$156
|
+2
|
+0.1%
|
|
|
800
|
KeyBank National Association
Cleveland,
Ohio
|
$252K
|
–
|
–
|
–
|
|
