|
251
|
WESCAP Management Group
Glendale,
California
|
$795K
|
–
|
–
|
–
|
|
|
252
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$792K
|
+$4.05K
|
+80
|
+0.5%
|
|
|
253
|
TAGStone Capital
Charlotte,
North Carolina
|
$788K
|
+$73.4K
|
+1,449
|
+10%
|
|
|
254
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$769K
|
-$89K
|
-1,758
|
-10%
|
|
|
255
|
IRON Financial
Northbrook,
Illinois
|
$754K
|
+$752K
|
+14,850
|
New
|
|
|
256
|
REDW Wealth
Albuquerque,
New Mexico
|
$751K
|
+$217K
|
+4,278
|
+41%
|
|
|
257
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$744K
|
-$6.84K
|
-135
|
-0.9%
|
|
|
258
|
Serenus Wealth Advisors
Santa Monica,
California
|
$743K
|
+$742K
|
+14,645
|
New
|
|
|
259
|
Pacific Center for Financial Services
San Ramon,
California
|
$733K
|
+$91.8K
|
+1,813
|
+14%
|
|
|
260
|
Bank of Marin
Novato,
California
|
$728K
|
-$6.89K
|
-136
|
-0.9%
|
|
|
261
|
Coyle Financial Counsel
Glenview,
Illinois
|
$725K
|
+$97.5K
|
+1,926
|
+16%
|
|
|
262
|
Harbour Investments
Madison,
Wisconsin
|
$720K
|
+$20.5K
|
+405
|
+3%
|
|
|
263
|
CVA Family Office
Denver,
Colorado
|
$719K
|
+$98.2K
|
+1,939
|
+16%
|
|
|
264
|
Regatta Capital Group
El Segundo,
California
|
$713K
|
-$3.04K
|
-60
|
-0.4%
|
|
|
265
|
KM Capital Management
Austin,
Texas
|
$706K
|
-$55.1K
|
-1,089
|
-7%
|
|
|
266
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$697K
|
–
|
–
|
–
|
|
|
267
|
Lido Advisors
Los Angeles,
California
|
$690K
|
+$689K
|
+13,600
|
New
|
|
|
268
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$674K
|
+$94.1K
|
+1,859
|
+16%
|
|
|
269
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$673K
|
+$184K
|
+3,637
|
+38%
|
|
|
270
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$662K
|
+$660K
|
+13,041
|
New
|
|
|
271
|
Coppell Advisory Solutions
Coppell,
Texas
|
$651K
|
-$37.2K
|
-734
|
-5%
|
|
|
272
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$650K
|
-$158K
|
-3,117
|
-20%
|
|
|
273
|
GSB Wealth Management
Guilford,
Connecticut
|
$648K
|
–
|
–
|
–
|
|
|
274
|
Tectonic Advisors
Frisco,
Texas
|
$645K
|
+$644K
|
+12,710
|
New
|
|
|
275
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$622K
|
-$1.93M
|
-38,093
|
-76%
|
|
