|
651
|
Financially in Tune
Stoneham,
Massachusetts
|
$363K
|
+$363K
|
+6,243
|
New
|
|
|
652
|
Personal CFO Solutions
Chester,
New Jersey
|
$363K
|
-$5.93K
|
-102
|
-2%
|
|
|
653
|
Summit Trail Advisors
New York
|
$362K
|
+$2.96K
|
+51
|
+0.8%
|
|
|
654
|
Raub Brock Capital Management
Larkspur,
California
|
$358K
|
–
|
–
|
–
|
|
|
655
|
Blodgett Wealth Advisors
Concord,
California
|
$357K
|
–
|
–
|
–
|
|
|
656
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$357K
|
+$357K
|
+6,136
|
New
|
|
|
657
|
Sonoma Allocations
Santa Rosa,
California
|
$356K
|
+$2.09K
|
+36
|
+0.6%
|
|
|
658
|
Meadowbrook Wealth Management
Garden City,
New York
|
$355K
|
–
|
–
|
–
|
|
|
659
|
RWA Wealth Partners
Newton,
Massachusetts
|
$354K
|
+$152K
|
+2,616
|
+75%
|
|
|
660
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$350K
|
+$43.6K
|
+750
|
+14%
|
|
|
661
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$349K
|
+$121K
|
+2,087
|
+53%
|
|
|
662
|
Blankinship & Foster
Solana Beach,
California
|
$349K
|
+$349K
|
+6,000
|
New
|
|
|
663
|
Orleans Capital Management
Mandeville,
Louisiana
|
$349K
|
+$349K
|
+6,000
|
New
|
|
|
664
|
Financial Sense Advisors
San Diego,
California
|
$348K
|
+$348K
|
+5,994
|
New
|
|
|
665
|
Private Client Services
Louisville,
Kentucky
|
$348K
|
+$347K
|
+5,980
|
New
|
|
|
666
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$346K
|
+$116K
|
+1,998
|
+51%
|
|
|
667
|
Crossmark Global Holdings
Houston,
Texas
|
$345K
|
-$381K
|
-6,557
|
-52%
|
|
|
668
|
Blue Trust Inc
Alpharetta,
Georgia
|
$345K
|
+$304K
|
+5,234
|
+743%
|
|
|
669
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$342K
|
+$3.02K
|
+52
|
+0.9%
|
|
|
670
|
Clearstead Trust
Portland,
Maine
|
$339K
|
+$58.2K
|
+1,001
|
+21%
|
|
|
671
|
Argyle Capital Partners
Los Angeles,
California
|
$339K
|
–
|
–
|
–
|
|
|
672
|
Stratos Investment Management
Beachwood,
Ohio
|
$334K
|
–
|
–
|
–
|
|
|
673
|
KeyBank National Association
Cleveland,
Ohio
|
$334K
|
–
|
–
|
–
|
|
|
674
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$332K
|
-$45.6K
|
-785
|
-12%
|
|
|
675
|
Ping Capital Management
New York
|
$331K
|
-$1.64M
|
-28,300
|
-83%
|
|
