|
576
|
AssetMark Inc
Concord,
California
|
$646K
|
+$45.2K
|
+1,098
|
+8%
|
|
|
577
|
Gradient Capital Advisors
San Diego,
California
|
$643K
|
–
|
–
|
–
|
|
|
578
|
RCS Financial Planning
Annapolis,
Maryland
|
$642K
|
-$6.26K
|
-152
|
-1%
|
|
|
579
|
CIBC World Market
Toronto,
Ontario, Canada
|
$638K
|
+$40.1K
|
+974
|
+7%
|
|
|
580
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$628K
|
-$8.85K
|
-215
|
-1%
|
|
|
581
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$624K
|
+$55K
|
+1,336
|
+10%
|
|
|
582
|
Cypress Wealth Services
Palm Desert,
California
|
$599K
|
+$1.52K
|
+37
|
+0.3%
|
|
|
583
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$565K
|
–
|
–
|
–
|
|
|
584
|
Atomi Financial Group
New York
|
$565K
|
+$22.6K
|
+549
|
+4%
|
|
|
585
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$562K
|
+$108K
|
+2,634
|
+24%
|
|
|
586
|
Ballast Financial Advisors
West Chester,
Pennsylvania
|
$562K
|
-$37.2K
|
-905
|
-6%
|
|
|
587
|
L.K. Benson & Company
Baltimore,
Maryland
|
$561K
|
-$26.8K
|
-650
|
-5%
|
|
|
588
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$559K
|
+$14.4K
|
+349
|
+3%
|
|
|
589
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$549K
|
-$29.2K
|
-710
|
-5%
|
|
|
590
|
Wheels Up Wealth
Benicia,
California
|
$541K
|
-$13.5K
|
-328
|
-2%
|
|
|
591
|
Family Management
New York
|
$541K
|
+$500K
|
+12,148
|
+1,265%
|
|
|
592
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$536K
|
+$8.23K
|
+200
|
+2%
|
|
|
593
|
Tassel Capital Management
Matthews,
North Carolina
|
$534K
|
-$29.3K
|
-713
|
-5%
|
|
|
594
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$530K
|
-$1.52K
|
-37
|
-0.3%
|
|
|
595
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$530K
|
+$62.4K
|
+1,517
|
+13%
|
|
|
596
|
Donalies Financial Planning
Washington,
District of Columbia
|
$528K
|
+$12.9K
|
+314
|
+3%
|
|
|
597
|
Five Oceans Advisors
Santa Monica,
California
|
$526K
|
-$28.2K
|
-685
|
-5%
|
|
|
598
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$521K
|
-$689K
|
-16,749
|
-57%
|
|
|
599
|
TIAA-CREF Individual & Institutional Services
New York
|
$517K
|
+$72.6K
|
+1,763
|
+16%
|
|
|
600
|
Core Wealth Management
Jupiter,
Florida
|
$506K
|
+$69K
|
+1,676
|
+16%
|
|
