|
676
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$263K
|
+$272K
|
+2,955
|
New
|
|
|
677
|
Oppenheimer & Co
New York
|
$261K
|
-$112K
|
-1,222
|
-29%
|
|
|
678
|
Aprio Wealth Management
Atlanta,
Georgia
|
$261K
|
+$270K
|
+2,934
|
New
|
|
|
679
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$258K
|
+$268K
|
+2,909
|
New
|
|
|
680
|
IHT Wealth Management
Chicago,
Illinois
|
$254K
|
-$3.13K
|
-34
|
-1%
|
|
|
681
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$254K
|
-$145K
|
-1,576
|
-36%
|
|
|
682
|
Berkeley Capital Partners
Milton,
Georgia
|
$253K
|
+$262K
|
+2,846
|
New
|
|
|
683
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$252K
|
–
|
–
|
–
|
|
|
684
|
Belpointe Asset Management
Reno,
Nevada
|
$252K
|
+$261K
|
+2,838
|
New
|
|
|
685
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$252K
|
+$48.4K
|
+526
|
+23%
|
|
|
686
|
Aries Wealth Management
Portland,
Maine
|
$251K
|
–
|
–
|
–
|
|
|
687
|
Essex Financial Services
Essex,
Connecticut
|
$251K
|
+$27.3K
|
+297
|
+12%
|
|
|
688
|
PDS Planning
Dublin,
Ohio
|
$251K
|
-$55.8K
|
-607
|
-18%
|
|
|
689
|
BTC Capital Management
Des Moines,
Iowa
|
$249K
|
–
|
–
|
–
|
|
|
690
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$247K
|
-$29.3K
|
-319
|
-10%
|
|
|
691
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$247K
|
-$41.3K
|
-449
|
-14%
|
|
|
692
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$246K
|
–
|
–
|
–
|
|
|
693
|
Dynamic Technology Lab
Singapore
|
$245K
|
-$20.5K
|
-223
|
-7%
|
|
|
694
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$243K
|
-$228K
|
-2,484
|
-48%
|
|
|
695
|
Wealthspire Advisors (New York)
New York
|
$243K
|
+$229K
|
+2,489
|
+1,033%
|
|
|
696
|
Level Four Advisory Services
Dallas,
Texas
|
$242K
|
-$87.1K
|
-947
|
-26%
|
|
|
697
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$240K
|
+$7.73K
|
+84
|
+3%
|
|
|
698
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$238K
|
+$35.9K
|
+390
|
+17%
|
|
|
699
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$238K
|
-$686K
|
-7,454
|
-74%
|
|
|
700
|
Raleigh Capital Management
Cary,
North Carolina
|
$235K
|
+$120K
|
+1,305
|
+97%
|
|
