|
801
|
Personal CFO Solutions
Chester,
New Jersey
|
$718K
|
-$583
|
-2
|
-0.1%
|
|
|
802
|
First Western Trust Bank
Denver,
Colorado
|
$717K
|
-$1.17K
|
-4
|
-0.1%
|
|
|
803
|
Legacy Capital Group California
Los Gatos,
California
|
$717K
|
+$817K
|
+2,805
|
New
|
|
|
804
|
Pacific Sage Partners
Edmonds,
Washington
|
$712K
|
–
|
–
|
–
|
|
|
805
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$709K
|
+$809K
|
+2,776
|
New
|
|
|
806
|
Boston Financial Management
Boston,
Massachusetts
|
$703K
|
+$15.7K
|
+54
|
+2%
|
|
|
807
|
Centaurus Financial
Anaheim,
California
|
$692K
|
+$91.8K
|
+315
|
+13%
|
|
|
808
|
Paradigm Capital Management Inc
Albany,
New York
|
$690K
|
–
|
–
|
–
|
|
|
809
|
Red Door Wealth Management
Memphis,
Tennessee
|
$688K
|
-$35K
|
-120
|
-4%
|
|
|
810
|
Spire Wealth Management
Mclean,
Virginia
|
$687K
|
+$145K
|
+496
|
+23%
|
|
|
811
|
Bridgefront Capital
Austin,
Texas
|
$686K
|
+$284K
|
+976
|
+57%
|
|
|
812
|
Monetary Management Group
St Louis,
Missouri
|
$683K
|
-$102K
|
-350
|
-12%
|
|
|
813
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$681K
|
-$97.9K
|
-336
|
-11%
|
|
|
814
|
First Pacific Advisors
El Segundo,
California
|
$677K
|
+$262K
|
+900
|
+51%
|
|
|
815
|
Plancorp LLC
Saint Louis,
Missouri
|
$675K
|
-$5.83K
|
-20
|
-0.8%
|
|
|
816
|
Sequoia Financial Advisors
Akron,
Ohio
|
$674K
|
-$11.1K
|
-38
|
-1%
|
|
|
817
|
American Investment Services
Great Barrington,
Massachusetts
|
$674K
|
–
|
–
|
–
|
|
|
818
|
MGO One Seven
Beachwood,
Ohio
|
$673K
|
+$245K
|
+841
|
+47%
|
|
|
819
|
Wealth Alliance
Mellville,
New York
|
$664K
|
+$72.3K
|
+248
|
+11%
|
|
|
820
|
Maverick Capital
Dallas,
Texas
|
$662K
|
+$755K
|
+2,590
|
New
|
|
|
821
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$661K
|
+$15.2K
|
+52
|
+2%
|
|
|
822
|
Wambolt & Associates
Littleton,
Colorado
|
$655K
|
–
|
–
|
–
|
|
|
823
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$652K
|
-$72.8K
|
-250
|
-9%
|
|
|
824
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$650K
|
-$90K
|
-309
|
-11%
|
|
|
825
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$650K
|
-$5.83K
|
-20
|
-0.8%
|
|
