|
501
|
My Personal CFO LLC
Vancouver,
Washington
|
$246K
|
–
|
–
|
–
|
|
|
502
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$245K
|
-$1.22M
|
-10,734
|
-84%
|
|
|
503
|
Napatree Capital
Westerly,
Rhode Island
|
$242K
|
+$236K
|
+2,068
|
New
|
|
|
504
|
Tobias Financial Advisors
Plantation,
Florida
|
$239K
|
+$232K
|
+2,037
|
New
|
|
|
505
|
Glenview Trust
Louisville,
Kentucky
|
$237K
|
+$231K
|
+2,020
|
New
|
|
|
506
|
My Legacy Advisors
Bend,
Oregon
|
$234K
|
+$228K
|
+1,996
|
New
|
|
|
507
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$232K
|
+$226K
|
+1,981
|
New
|
|
|
508
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$230K
|
+$224K
|
+1,960
|
New
|
|
|
509
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$228K
|
+$222K
|
+1,948
|
New
|
|
|
510
|
Verus Capital Partners
Scottsdale,
Arizona
|
$228K
|
–
|
–
|
–
|
|
|
511
|
Principal Securities
Des Moines,
Iowa
|
$228K
|
+$222K
|
+1,945
|
New
|
|
|
512
|
Flagstar Advisors
New York
|
$226K
|
-$3.19K
|
-28
|
-1%
|
|
|
513
|
Wayfinding Financial
Lynnwood,
Washington
|
$224K
|
-$73K
|
-640
|
-25%
|
|
|
514
|
Perennial Investment Advisors
Los Angeles,
California
|
$223K
|
-$28.5K
|
-250
|
-12%
|
|
|
515
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$219K
|
+$213K
|
+1,868
|
New
|
|
|
516
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$218K
|
-$40.4K
|
-354
|
-16%
|
|
|
517
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$218K
|
+$212K
|
+1,861
|
New
|
|
|
518
|
Concord Wealth Partners
Abingdon,
Virginia
|
$216K
|
-$44.6K
|
-391
|
-17%
|
|
|
519
|
Pinion Investment Advisors
Wichita,
Kansas
|
$214K
|
-$3.54K
|
-31
|
-2%
|
|
|
520
|
Private Trust Company
Cleveland,
Ohio
|
$214K
|
-$228
|
-2
|
-0.1%
|
|
|
521
|
Greenspring Advisors
Towson,
Maryland
|
$214K
|
–
|
–
|
–
|
|
|
522
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$213K
|
+$210K
|
+1,843
|
New
|
|
|
523
|
Investors Research Corp
Atlanta,
Georgia
|
$212K
|
-$14.2K
|
-124
|
-6%
|
|
|
524
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$211K
|
-$114K
|
-1,000
|
-36%
|
|
|
525
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$209K
|
+$203K
|
+1,783
|
New
|
|
