|
351
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$774K
|
-$19.4K
|
-549
|
-2%
|
|
|
352
|
Disciplined Investments
Tulsa,
Oklahoma
|
$757K
|
–
|
–
|
–
|
|
|
353
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$755K
|
-$54.8K
|
-1,550
|
-7%
|
|
|
354
|
CLG LLC
Long Beach,
California
|
$745K
|
-$17.6K
|
-497
|
-2%
|
|
|
355
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$730K
|
-$11.6K
|
-329
|
-2%
|
|
|
356
|
CVA Family Office
Denver,
Colorado
|
$726K
|
–
|
–
|
–
|
|
|
357
|
Citadel Advisors
Miami,
Florida
|
$724K
|
-$98K
|
-2,773
|
-12%
|
|
|
358
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$714K
|
-$6.18K
|
-175
|
-0.9%
|
|
|
359
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$714K
|
+$1.27K
|
+36
|
+0.2%
|
|
|
360
|
Cary Street Partners
Richmond,
Virginia
|
$708K
|
-$201K
|
-5,695
|
-22%
|
|
|
361
|
Bank of New York Mellon
New York
|
$706K
|
+$6.36K
|
+180
|
+0.9%
|
|
|
362
|
Peirce Capital Management
The Woodlands,
Texas
|
$698K
|
–
|
–
|
–
|
|
|
363
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$697K
|
+$85.9K
|
+2,430
|
+14%
|
|
|
364
|
Physician Wealth Advisors
Midvale,
Utah
|
$693K
|
+$4.31K
|
+122
|
+0.6%
|
|
|
365
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$690K
|
+$1.55K
|
+44
|
+0.2%
|
|
|
366
|
Hanover Advisors
Seneca,
South Carolina
|
$689K
|
+$31.8K
|
+901
|
+5%
|
|
|
367
|
Spire Wealth Management
Mclean,
Virginia
|
$689K
|
+$87.6K
|
+2,479
|
+14%
|
|
|
368
|
Sensenig Capital Advisors
Collegeville,
Pennsylvania
|
$687K
|
-$11.4K
|
-322
|
-2%
|
|
|
369
|
JDH Wealth Management
Santa Rosa,
California
|
$672K
|
–
|
–
|
–
|
|
|
370
|
Equitable Holdings
New York
|
$668K
|
+$48.4K
|
+1,370
|
+7%
|
|
|
371
|
Cogent Private Wealth
Orlando,
Florida
|
$663K
|
+$31.8K
|
+900
|
+5%
|
|
|
372
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$659K
|
-$10.4K
|
-294
|
-2%
|
|
|
373
|
NWAM LLC
Mercer Island,
Washington
|
$650K
|
+$179K
|
+5,058
|
+37%
|
|
|
374
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$650K
|
-$10.1K
|
-287
|
-2%
|
|
|
375
|
LJI Wealth Management
Indianapolis,
Indiana
|
$647K
|
-$2.11M
|
-59,842
|
-76%
|
|
