|
801
|
Vista Capital Partners
Portland,
Oregon
|
$521K
|
-$13.4K
|
-122
|
-3%
|
|
|
802
|
Elevation Wealth Partners
Santa Rosa,
California
|
$520K
|
-$130K
|
-1,184
|
-21%
|
|
|
803
|
Evergreen Capital Management
Bellevue,
Washington
|
$519K
|
+$154K
|
+1,400
|
+45%
|
|
|
804
|
MBL Wealth
Charlotte,
North Carolina
|
$519K
|
+$34.8K
|
+317
|
+8%
|
|
|
805
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$518K
|
+$3.29K
|
+30
|
+0.7%
|
|
|
806
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$516K
|
-$74.5K
|
-679
|
-13%
|
|
|
807
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$515K
|
–
|
–
|
–
|
|
|
808
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$513K
|
-$73.8K
|
-673
|
-13%
|
|
|
809
|
Schiavi & Co
Wilmington,
Delaware
|
$511K
|
–
|
–
|
–
|
|
|
810
|
Edgestream Partners
Princeton,
New Jersey
|
$510K
|
+$485K
|
+4,421
|
New
|
|
|
811
|
Ruggaard & Associates
Hudson,
Ohio
|
$509K
|
+$110
|
+1
|
+0%
|
|
|
812
|
Five Oceans Advisors
Santa Monica,
California
|
$508K
|
-$110
|
-1
|
-0%
|
|
|
813
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$505K
|
+$11.2K
|
+102
|
+2%
|
|
|
814
|
HSBC Holdings
London,
United Kingdom
|
$500K
|
-$49.5M
|
-451,576
|
-99%
|
|
|
815
|
Planning Directions
Glen Mills,
Pennsylvania
|
$498K
|
+$1.32K
|
+12
|
+0.3%
|
|
|
816
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$498K
|
–
|
–
|
–
|
|
|
817
|
Cullen Investment Group
Lafayette,
Louisiana
|
$498K
|
+$54K
|
+492
|
+13%
|
|
|
818
|
Encompass Wealth Advisors
Portland,
Oregon
|
$492K
|
-$8.77K
|
-80
|
-2%
|
|
|
819
|
Fulcrum Equity Management
Plano,
Texas
|
$491K
|
-$3.51K
|
-32
|
-0.7%
|
|
|
820
|
Chapin Davis
Baltimore,
Maryland
|
$490K
|
-$18.8K
|
-171
|
-4%
|
|
|
821
|
Norris Perne & French
Grand Rapids,
Michigan
|
$486K
|
-$5.48K
|
-50
|
-1%
|
|
|
822
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$484K
|
+$461K
|
+4,200
|
New
|
|
|
823
|
Goelzer Investment Management
Carmel,
Indiana
|
$484K
|
+$460K
|
+4,198
|
New
|
|
|
824
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$484K
|
+$2.85K
|
+26
|
+0.6%
|
|
|
825
|
Eaton-Cambridge
Phoenix,
Arizona
|
$481K
|
-$11.8K
|
-108
|
-3%
|
|
