|
801
|
Consilium Wealth Advisory
Richardson,
Texas
|
$310K
|
–
|
–
|
–
|
|
|
802
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$309K
|
+$32K
|
+208
|
+11%
|
|
|
803
|
O'Rourke & Company
Boston,
Massachusetts
|
$309K
|
–
|
–
|
–
|
|
|
804
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$306K
|
+$16.6K
|
+108
|
+6%
|
|
|
805
|
Colony Group
Boston,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
806
|
Reston Wealth Management
Reston,
Virginia
|
$305K
|
+$308
|
+2
|
+0.1%
|
|
|
807
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$301K
|
–
|
–
|
–
|
|
|
808
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$301K
|
–
|
–
|
–
|
|
|
809
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$300K
|
-$9.08K
|
-59
|
-3%
|
|
|
810
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$299K
|
–
|
–
|
–
|
|
|
811
|
Peak Planning Group
Centennial,
Colorado
|
$298K
|
–
|
–
|
–
|
|
|
812
|
Weil Company
San Diego,
California
|
$298K
|
–
|
–
|
–
|
|
|
813
|
Fulcrum Capital
Seattle,
Washington
|
$298K
|
+$308K
|
+2,000
|
New
|
|
|
814
|
Inscription Capital
Houston,
Texas
|
$296K
|
-$121K
|
-785
|
-28%
|
|
|
815
|
First Personal Financial Services
Charlotte,
North Carolina
|
$295K
|
–
|
–
|
–
|
|
|
816
|
Rockland Trust
Hanover,
Massachusetts
|
$294K
|
+$5.85K
|
+38
|
+2%
|
|
|
817
|
State of Wyoming
Cheyenne,
Wyoming
|
$294K
|
+$116K
|
+754
|
+62%
|
|
|
818
|
Wolff Wiese Magana
Carslbad,
California
|
$294K
|
-$14K
|
-91
|
-4%
|
|
|
819
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$293K
|
-$1.23K
|
-8
|
-0.4%
|
|
|
820
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$289K
|
–
|
–
|
–
|
|
|
821
|
Karpas Strategies
Litchfield,
Connecticut
|
$288K
|
+$616
|
+4
|
+0.2%
|
|
|
822
|
Perigon Wealth Management
San Francisco,
California
|
$286K
|
+$296K
|
+1,923
|
New
|
|
|
823
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$286K
|
+$296K
|
+1,923
|
New
|
|
|
824
|
Bessemer Group
Woodbridge,
New Jersey
|
$285K
|
-$34.5K
|
-224
|
-10%
|
|
|
825
|
Drive Wealth Management
Lehi,
Utah
|
$285K
|
+$21.9K
|
+142
|
+8%
|
|
