|
851
|
Cascade Financial Partners
San Diego,
California
|
$270K
|
+$44.4K
|
+839
|
+17%
|
|
|
852
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$270K
|
+$36.3K
|
+685
|
+13%
|
|
|
853
|
Canal Capital Management
Richmond,
Virginia
|
$270K
|
-$179K
|
-3,372
|
-37%
|
|
|
854
|
HBW Advisory Services
Simi Valley,
California
|
$268K
|
+$65.1K
|
+1,229
|
+27%
|
|
|
855
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$268K
|
+$1.75K
|
+33
|
+0.6%
|
|
|
856
|
Kera Capital Partners
San Jose,
California
|
$266K
|
+$77.5K
|
+1,464
|
+35%
|
|
|
857
|
Allie Family Office
Miami,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
858
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$265K
|
+$294K
|
+5,552
|
New
|
|
|
859
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$263K
|
+$5.35K
|
+101
|
+2%
|
|
|
860
|
Hamilton Wealth
Encino,
California
|
$262K
|
-$120K
|
-2,276
|
-29%
|
|
|
861
|
W Advisors LLC
Germantown,
Tennessee
|
$261K
|
+$78.5K
|
+1,482
|
+36%
|
|
|
862
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$261K
|
-$6.67K
|
-126
|
-2%
|
|
|
863
|
Synovus Financial
Columbus,
Georgia
|
$260K
|
-$953
|
-18
|
-0.3%
|
|
|
864
|
OneAscent Family Office
Birmingham,
Alabama
|
$259K
|
+$286K
|
+5,405
|
New
|
|
|
865
|
MBE Wealth Management
Tomah,
Wisconsin
|
$257K
|
+$291K
|
+5,494
|
New
|
|
|
866
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$256K
|
-$4.18K
|
-79
|
-1%
|
|
|
867
|
Gibson Capital
Wexford,
Pennsylvania
|
$256K
|
+$22.1K
|
+418
|
+8%
|
|
|
868
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$256K
|
+$289K
|
+5,465
|
New
|
|
|
869
|
Nautilus Advisors
La Jolla,
California
|
$255K
|
+$31.8K
|
+600
|
+12%
|
|
|
870
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$253K
|
+$286K
|
+5,400
|
New
|
|
|
871
|
Carret Asset Management
New York
|
$253K
|
–
|
–
|
–
|
|
|
872
|
Family Office Research
Bethesda,
Maryland
|
$252K
|
+$285K
|
+5,376
|
New
|
|
|
873
|
Advance Capital Management
Southfield,
Michigan
|
$251K
|
+$284K
|
+5,372
|
New
|
|
|
874
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$251K
|
-$658K
|
-12,426
|
-70%
|
|
|
875
|
Mosaic Financial Group
Chicago,
Illinois
|
$251K
|
–
|
–
|
–
|
|
