|
251
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$683K
|
–
|
–
|
–
|
|
|
252
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$671K
|
-$50.1K
|
-991
|
-7%
|
|
|
253
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$663K
|
-$4.29M
|
-84,893
|
-87%
|
|
|
254
|
Elevate Wealth Advisory
Athens,
Georgia
|
$660K
|
-$39.7K
|
-785
|
-6%
|
|
|
255
|
GSB Wealth Management
Guilford,
Connecticut
|
$647K
|
+$645K
|
+12,765
|
New
|
|
|
256
|
Pacific Center for Financial Services
San Ramon,
California
|
$641K
|
-$1.62K
|
-32
|
-0.3%
|
|
|
257
|
Physician Wealth Advisors
Midvale,
Utah
|
$636K
|
+$584K
|
+11,553
|
+1,155%
|
|
|
258
|
Regatta Capital Group
El Segundo,
California
|
$631K
|
+$51.6K
|
+1,021
|
+9%
|
|
|
259
|
Maryland Capital Advisors
Chester,
Maryland
|
$619K
|
–
|
–
|
–
|
|
|
260
|
Beacon Pointe Advisors
Newport Beach,
California
|
$614K
|
–
|
–
|
–
|
|
|
261
|
CVA Family Office
Denver,
Colorado
|
$609K
|
+$70K
|
+1,384
|
+13%
|
|
|
262
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$604K
|
-$166K
|
-3,288
|
-22%
|
|
|
263
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$603K
|
–
|
–
|
–
|
|
|
264
|
Southland Equity Partners
Wildwood,
Missouri
|
$598K
|
-$53K
|
-1,049
|
-8%
|
|
|
265
|
New Capital Management
Houston,
Texas
|
$595K
|
+$13.3K
|
+264
|
+2%
|
|
|
266
|
Park Avenue Securities
New York
|
$586K
|
-$331K
|
-6,542
|
-36%
|
|
|
267
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$583K
|
+$4.25K
|
+84
|
+0.7%
|
|
|
268
|
M Holdings Securities
Portland,
Oregon
|
$583K
|
+$152
|
+3
|
+0%
|
|
|
269
|
Coyle Financial Counsel
Glenview,
Illinois
|
$580K
|
+$758
|
+15
|
+0.1%
|
|
|
270
|
Prossimo Advisors
San Luis Obispo,
California
|
$574K
|
–
|
–
|
–
|
|
|
271
|
Tilson Financial Group
New Providence,
New Jersey
|
$573K
|
+$2.02K
|
+40
|
+0.4%
|
|
|
272
|
Verum Partners
Charlotte,
North Carolina
|
$569K
|
-$28.8K
|
-569
|
-5%
|
|
|
273
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$569K
|
+$12.6K
|
+250
|
+2%
|
|
|
274
|
CGC Financial Services
Lake Oswego,
Oregon
|
$568K
|
-$90.2K
|
-1,783
|
-14%
|
|
|
275
|
Pathstone Holdings
Englewood,
New Jersey
|
$558K
|
+$299K
|
+5,921
|
+116%
|
|
