|
701
|
Personal CFO Solutions
Chester,
New Jersey
|
$244K
|
-$348K
|
-3,495
|
-60%
|
|
|
702
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$242K
|
+$233K
|
+2,337
|
New
|
|
|
703
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$239K
|
–
|
–
|
–
|
|
|
704
|
New Republic Capital
Charlotte,
North Carolina
|
$239K
|
+$2.79K
|
+28
|
+1%
|
|
|
705
|
CRA Financial Services
Northfield,
New Jersey
|
$235K
|
–
|
–
|
–
|
|
|
706
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$232K
|
-$98.1K
|
-985
|
-31%
|
|
|
707
|
Neumann Capital Management
Foster City,
California
|
$231K
|
-$10.2K
|
-102
|
-4%
|
|
|
708
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$230K
|
–
|
–
|
–
|
|
|
709
|
HUB Investment Partners
Austin,
Texas
|
$230K
|
+$221K
|
+2,217
|
New
|
|
|
710
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$230K
|
–
|
–
|
–
|
|
|
711
|
First Financial Corp
Terre Haute,
Indiana
|
$228K
|
+$3.98K
|
+40
|
+2%
|
|
|
712
|
Freedom Investment Management
Hartford,
Connecticut
|
$228K
|
+$219K
|
+2,197
|
New
|
|
|
713
|
Strategy Asset Managers
Pasadena,
California
|
$228K
|
-$12.6K
|
-127
|
-5%
|
|
|
714
|
Freestone Capital Holdings
Seattle,
Washington
|
$225K
|
+$216K
|
+2,171
|
New
|
|
|
715
|
Delta Investment Management
San Francisco,
California
|
$224K
|
+$215K
|
+2,160
|
New
|
|
|
716
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$222K
|
-$18.1M
|
-182,120
|
-99%
|
|
|
717
|
Summit Financial
Parsippany,
New Jersey
|
$221K
|
+$212K
|
+2,127
|
New
|
|
|
718
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$218K
|
-$98K
|
-984
|
-32%
|
|
|
719
|
FF Advisors
Manhattan Beach,
California
|
$218K
|
–
|
–
|
–
|
|
|
720
|
Holistic Planning
Nacogdoches,
Texas
|
$217K
|
-$14.2K
|
-143
|
-6%
|
|
|
721
|
FSA Advisors
Troy,
Michigan
|
$215K
|
+$206K
|
+2,074
|
New
|
|
|
722
|
HoyleCohen
San Diego,
California
|
$215K
|
–
|
–
|
–
|
|
|
723
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$214K
|
-$9.06K
|
-91
|
-4%
|
|
|
724
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$214K
|
–
|
–
|
–
|
|
|
725
|
SVB Wealth
Boston,
Massachusetts
|
$214K
|
-$2.79K
|
-28
|
-1%
|
|
