|
476
|
CPA Asset Management
West Palm Beach,
Florida
|
$711K
|
–
|
–
|
–
|
|
|
477
|
Strategic Financial Services
Utica,
New York
|
$711K
|
–
|
–
|
–
|
|
|
478
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$709K
|
+$49.8K
|
+853
|
+8%
|
|
|
479
|
Running Point Capital Advisors
El Segundo,
California
|
$705K
|
–
|
–
|
–
|
|
|
480
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$705K
|
-$58
|
-1
|
-0%
|
|
|
481
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$702K
|
–
|
–
|
–
|
|
|
482
|
NCM Capital Management
Ramsey,
New Jersey
|
$697K
|
+$2.16K
|
+37
|
+0.3%
|
|
|
483
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$693K
|
+$680K
|
+11,646
|
New
|
|
|
484
|
Trailhead Planners
Edina,
Minnesota
|
$683K
|
+$670K
|
+11,476
|
New
|
|
|
485
|
|
$679K
|
+$666K
|
+11,409
|
New
|
|
|
486
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$677K
|
–
|
–
|
–
|
|
|
487
|
Lido Advisors
Los Angeles,
California
|
$677K
|
–
|
–
|
–
|
|
|
488
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$677K
|
+$664K
|
+11,377
|
New
|
|
|
489
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$674K
|
+$660K
|
+11,314
|
New
|
|
|
490
|
Forza Wealth Management
Sarasota,
Florida
|
$669K
|
-$11.7K
|
-200
|
-2%
|
|
|
491
|
RAM Investment Partners
Bellevue,
Washington
|
$668K
|
-$35K
|
-600
|
-5%
|
|
|
492
|
|
$660K
|
–
|
–
|
–
|
|
|
493
|
IEQ Capital
Foster City,
California
|
$659K
|
+$875
|
+15
|
+0.1%
|
|
|
494
|
American Capital Advisory
Ketchum,
Idaho
|
$659K
|
-$151K
|
-2,583
|
-19%
|
|
|
495
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$642K
|
+$629K
|
+10,781
|
New
|
|
|
496
|
Kaufman Rossin Wealth
Miami,
Florida
|
$641K
|
–
|
–
|
–
|
|
|
497
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$640K
|
-$273K
|
-4,677
|
-30%
|
|
|
498
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$636K
|
+$63.1K
|
+1,082
|
+11%
|
|
|
499
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$634K
|
–
|
–
|
–
|
|
|
500
|
MASECO Private Wealth
London,
|
$632K
|
+$26.3K
|
+451
|
+4%
|
|
