|
826
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$545K
|
+$35K
|
+444
|
+7%
|
|
|
827
|
Bessemer Group
Woodbridge,
New Jersey
|
$545K
|
-$140K
|
-1,776
|
-20%
|
|
|
828
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$542K
|
+$188K
|
+2,388
|
+53%
|
|
|
829
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$541K
|
-$171K
|
-2,170
|
-24%
|
|
|
830
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$541K
|
–
|
–
|
–
|
|
|
831
|
XY Planning Network
Bozeman,
Montana
|
$540K
|
+$275K
|
+3,487
|
+102%
|
|
|
832
|
Life Planning Partners
Jacksonville,
Florida
|
$538K
|
–
|
–
|
–
|
|
|
833
|
Hilltop Holdings
Dallas,
Texas
|
$536K
|
-$1.32M
|
-16,793
|
-71%
|
|
|
834
|
Capital City Trust
Tallahassee,
Florida
|
$534K
|
+$334K
|
+4,236
|
+164%
|
|
|
835
|
Summit Wealth Group
White River Junction,
Vermont
|
$533K
|
+$2.05K
|
+26
|
+0.4%
|
|
|
836
|
Barnes Wealth Management Group
Bakersfield,
California
|
$533K
|
+$104K
|
+1,323
|
+24%
|
|
|
837
|
Clear Creek Financial Management
Silverdale,
Washington
|
$532K
|
-$40.7K
|
-517
|
-7%
|
|
|
838
|
BCS Wealth Management
Johnson City,
Tennessee
|
$532K
|
-$568K
|
-7,210
|
-52%
|
|
|
839
|
Two West Capital Advisors
Overland Park,
Kansas
|
$529K
|
+$12K
|
+153
|
+2%
|
|
|
840
|
Donalies Financial Planning
Washington,
District of Columbia
|
$528K
|
+$157K
|
+1,990
|
+42%
|
|
|
841
|
RoundAngle Advisors
Red Bank,
New Jersey
|
$527K
|
+$10.8K
|
+137
|
+2%
|
|
|
842
|
Duncker Streett & Co
St. Louis,
Missouri
|
$527K
|
–
|
–
|
–
|
|
|
843
|
Chatham Capital Group
Savannah,
Georgia
|
$526K
|
-$15.7K
|
-200
|
-3%
|
|
|
844
|
Evergreen Capital Management
Bellevue,
Washington
|
$525K
|
-$25K
|
-317
|
-5%
|
|
|
845
|
William John Sempolinski
Easton,
Massachusetts
|
$525K
|
–
|
–
|
–
|
|
|
846
|
Breakwater Investment Management
Seattle,
Washington
|
$523K
|
–
|
–
|
–
|
|
|
847
|
Diversify Wealth Management
Sandy,
Utah
|
$522K
|
+$87.7K
|
+1,114
|
+20%
|
|
|
848
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$522K
|
–
|
–
|
–
|
|
|
849
|
Townsend Financial Planning
Mt Sterling,
Kentucky
|
$522K
|
-$2.05K
|
-26
|
-0.4%
|
|
|
850
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$520K
|
+$281K
|
+3,569
|
+117%
|
|
