|
726
|
My Personal CFO LLC
Vancouver,
Washington
|
$817K
|
-$41.8K
|
-531
|
-5%
|
|
|
727
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$816K
|
+$98.8K
|
+1,255
|
+14%
|
|
|
728
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$813K
|
–
|
–
|
–
|
|
|
729
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$807K
|
+$395K
|
+5,018
|
+91%
|
|
|
730
|
Emergent Wealth Advisors
Williamsville,
New York
|
$807K
|
+$810K
|
+10,287
|
New
|
|
|
731
|
Rock Point Advisors
Burlington,
Vermont
|
$805K
|
+$55.1K
|
+700
|
+7%
|
|
|
732
|
Navigate Wealth Management
Birmingham,
Alabama
|
$796K
|
+$799K
|
+10,152
|
New
|
|
|
733
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
$794K
|
+$798K
|
+10,131
|
New
|
|
|
734
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$792K
|
+$32K
|
+406
|
+4%
|
|
|
735
|
Krilogy Financial
St. Louis,
Missouri
|
$791K
|
+$408K
|
+5,180
|
+105%
|
|
|
736
|
Eagle Strategies
New York
|
$790K
|
+$156K
|
+1,982
|
+24%
|
|
|
737
|
REAP Financial Group
Austin,
Texas
|
$787K
|
+$54K
|
+686
|
+7%
|
|
|
738
|
Gridiron Partners
Wexford,
Pennsylvania
|
$781K
|
+$94.4K
|
+1,199
|
+14%
|
|
|
739
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$779K
|
+$32.8K
|
+416
|
+4%
|
|
|
740
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$774K
|
-$242K
|
-3,075
|
-24%
|
|
|
741
|
Flatrock Wealth Partners
Newport Beach,
California
|
$773K
|
+$2.21K
|
+28
|
+0.3%
|
|
|
742
|
Cooper Financial Group
Irvine,
California
|
$772K
|
-$34.3K
|
-436
|
-4%
|
|
|
743
|
Leo Wealth LLC
Hurst,
Texas
|
$769K
|
-$149K
|
-1,895
|
-16%
|
|
|
744
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$766K
|
+$89K
|
+1,131
|
+13%
|
|
|
745
|
VERITY Wealth Advisors
Sausalito,
United States
|
$766K
|
-$379K
|
-4,815
|
-33%
|
|
|
746
|
ProVise Management Group
Clearwater,
Florida
|
$764K
|
–
|
–
|
–
|
|
|
747
|
|
$760K
|
+$37.1K
|
+471
|
+5%
|
|
|
748
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$759K
|
+$130K
|
+1,657
|
+21%
|
|
|
749
|
Facet Wealth Inc
Baltimore,
Maryland
|
$758K
|
+$517K
|
+6,564
|
+212%
|
|
|
750
|
Asset Management Group
Stamford,
Connecticut
|
$754K
|
+$3.7K
|
+47
|
+0.5%
|
|
