|
501
|
MGO One Seven
Beachwood,
Ohio
|
$220K
|
-$55.1K
|
-542
|
-20%
|
|
|
502
|
Prosperity Planning
Kansas City,
Missouri
|
$218K
|
-$75.1K
|
-739
|
-25%
|
|
|
503
|
Aspiriant LLC
Los Angeles,
California
|
$218K
|
–
|
–
|
–
|
|
|
504
|
Moneywise Inc
Forest,
Virginia
|
$214K
|
–
|
–
|
–
|
|
|
505
|
Neumann Capital Management
Foster City,
California
|
$213K
|
–
|
–
|
–
|
|
|
506
|
Western Financial Corp
San Diego,
California
|
$212K
|
-$24.7K
|
-243
|
-10%
|
|
|
507
|
Lyell Wealth Management
Menlo Park,
California
|
$211K
|
-$35.6K
|
-350
|
-14%
|
|
|
508
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$211K
|
–
|
–
|
–
|
|
|
509
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$210K
|
–
|
–
|
–
|
|
|
510
|
Bank of the West
Monterey Park,
California
|
$209K
|
–
|
–
|
–
|
|
|
511
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$208K
|
-$1.32K
|
-13
|
-0.6%
|
|
|
512
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$207K
|
-$20.1K
|
-198
|
-9%
|
|
|
513
|
Parallel Advisors
San Francisco,
California
|
$205K
|
–
|
–
|
–
|
|
|
514
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$204K
|
+$207K
|
+2,033
|
New
|
|
|
515
|
Courier Capital
Buffalo,
New York
|
$201K
|
-$5.8K
|
-57
|
-3%
|
|
|
516
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$201K
|
-$4.27K
|
-42
|
-2%
|
|
|
517
|
Destiny Wealth Partners
Tavares,
Florida
|
$174K
|
-$5.39K
|
-53
|
-3%
|
|
|
518
|
|
$167K
|
–
|
–
|
–
|
|
|
519
|
Matrix Private Capital Group
New York
|
$158K
|
+$4.58K
|
+45
|
+3%
|
|
|
520
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$153K
|
-$124K
|
-1,224
|
-45%
|
|
|
521
|
Avior Wealth Management
Omaha,
Nebraska
|
$152K
|
+$145K
|
+1,423
|
+1,514%
|
|
|
522
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$149K
|
-$10.5K
|
-103
|
-6%
|
|
|
523
|
Global Retirement Partners
San Rafael,
California
|
$141K
|
-$22.1K
|
-217
|
-13%
|
|
|
524
|
Webster Bank
Waterbury,
Connecticut
|
$139K
|
+$24.9K
|
+245
|
+22%
|
|
|
525
|
Bellwether Advisors
Lincoln,
Nebraska
|
$138K
|
–
|
–
|
–
|
|
