|
626
|
DFPG Investments
Sandy,
Utah
|
$910K
|
-$295K
|
-3,007
|
-25%
|
|
|
627
|
Avidian Wealth Enterprises
Houston,
Texas
|
$906K
|
-$21K
|
-214
|
-2%
|
|
|
628
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$902K
|
+$202K
|
+2,058
|
+32%
|
|
|
629
|
Keystone Wealth Services
Palm Desert,
California
|
$902K
|
-$28.6K
|
-292
|
-3%
|
|
|
630
|
Raleigh Capital Management
Cary,
North Carolina
|
$900K
|
+$838K
|
+8,552
|
New
|
|
|
631
|
Transform Wealth
Greenwood Village,
Colorado
|
$895K
|
-$1.96K
|
-20
|
-0.2%
|
|
|
632
|
Meridian Management
Little Rock,
Arkansas
|
$894K
|
–
|
–
|
–
|
|
|
633
|
Pacific Capital Wealth Advisors
Corona,
California
|
$889K
|
+$106K
|
+1,077
|
+15%
|
|
|
634
|
Cypress Capital Group
Palm Beach,
Florida
|
$884K
|
-$70K
|
-714
|
-8%
|
|
|
635
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$884K
|
+$823K
|
+8,399
|
New
|
|
|
636
|
Mayport LLC
Newton,
Massachusetts
|
$883K
|
+$822K
|
+8,389
|
New
|
|
|
637
|
|
$877K
|
+$817K
|
+8,336
|
New
|
|
|
638
|
WealthCollab
Bellevue,
Washington
|
$875K
|
+$815K
|
+8,318
|
New
|
|
|
639
|
Vicus Capital
State College,
Pennsylvania
|
$869K
|
-$143K
|
-1,457
|
-15%
|
|
|
640
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$869K
|
-$1.57K
|
-16
|
-0.2%
|
|
|
641
|
LexAurum Advisors
Overland Park,
Kansas
|
$867K
|
+$41K
|
+418
|
+5%
|
|
|
642
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$866K
|
+$42K
|
+429
|
+5%
|
|
|
643
|
Sound Stewardship
Overland Park,
Kansas
|
$863K
|
-$56.4K
|
-576
|
-7%
|
|
|
644
|
Apexium Financial
Dallas,
Texas
|
$862K
|
-$490
|
-5
|
-0.1%
|
|
|
645
|
Scotia Capital
Toronto,
Ontario, Canada
|
$842K
|
+$785K
|
+8,006
|
New
|
|
|
646
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$837K
|
+$143K
|
+1,456
|
+22%
|
|
|
647
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$830K
|
+$7.06K
|
+72
|
+0.9%
|
|
|
648
|
M&T Bank
Buffalo,
New York
|
$828K
|
-$18.3K
|
-187
|
-2%
|
|
|
649
|
Willow Creek Wealth Management
Sebastopol,
California
|
$825K
|
–
|
–
|
–
|
|
|
650
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$825K
|
+$8.04K
|
+82
|
+1%
|
|
