|
626
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$210K
|
+$186K
|
+2,040
|
New
|
|
|
627
|
Garde Capital
Seattle,
Washington
|
$207K
|
–
|
–
|
–
|
|
|
628
|
Curated Wealth Partners
El Segundo,
California
|
$207K
|
-$191K
|
-2,100
|
-51%
|
|
|
629
|
Destiny Wealth Partners
Tavares,
Florida
|
$207K
|
+$190K
|
+2,080
|
New
|
|
|
630
|
Kendall Capital Management
Rockville,
Maryland
|
$207K
|
+$183K
|
+2,005
|
New
|
|
|
631
|
Holistic Planning
Nacogdoches,
Texas
|
$207K
|
+$183K
|
+2,004
|
New
|
|
|
632
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$206K
|
+$182K
|
+2,000
|
New
|
|
|
633
|
Painted Porch Advisors
Santa Barbara,
California
|
$206K
|
+$182K
|
+2,000
|
New
|
|
|
634
|
Perigon Wealth Management
San Francisco,
California
|
$206K
|
+$182K
|
+1,995
|
New
|
|
|
635
|
Harbour Investments
Madison,
Wisconsin
|
$206K
|
+$19.8K
|
+217
|
+12%
|
|
|
636
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$204K
|
+$180K
|
+1,976
|
New
|
|
|
637
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$202K
|
-$228K
|
-2,499
|
-56%
|
|
|
638
|
SEI Investments
Oaks,
Pennsylvania
|
$201K
|
+$178K
|
+1,951
|
New
|
|
|
639
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$201K
|
+$178K
|
+1,950
|
New
|
|
|
640
|
Columbus Macro
New Castle,
Pennsylvania
|
$200K
|
+$177K
|
+1,946
|
New
|
|
|
641
|
Silver Oak Securities
Jackson,
Tennessee
|
$198K
|
+$175K
|
+1,920
|
New
|
|
|
642
|
Clearstead Advisors
Cleveland,
Ohio
|
$197K
|
–
|
–
|
–
|
|
|
643
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$195K
|
–
|
–
|
–
|
|
|
644
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$191K
|
+$174K
|
+1,906
|
New
|
|
|
645
|
Coppell Advisory Solutions
Coppell,
Texas
|
$189K
|
+$167K
|
+1,837
|
New
|
|
|
646
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$187K
|
+$364
|
+4
|
+0.2%
|
|
|
647
|
AssetMark Inc
Concord,
California
|
$184K
|
+$148K
|
+1,621
|
+977%
|
|
|
648
|
AllSquare Wealth Management
Albany,
New York
|
$184K
|
–
|
–
|
–
|
|
|
649
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$171K
|
–
|
–
|
–
|
|
|
650
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$167K
|
–
|
–
|
–
|
|
