|
801
|
Personal CFO Solutions
Chester,
New Jersey
|
$438K
|
-$75K
|
-343
|
-16%
|
|
|
802
|
Steward Partners Investment Advisory
New York
|
$437K
|
-$27.6K
|
-126
|
-7%
|
|
|
803
|
Icon Wealth Advisors
Houston,
Texas
|
$434K
|
+$150K
|
+684
|
+63%
|
|
|
804
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$434K
|
–
|
–
|
–
|
|
|
805
|
Indivisible Partners
Clearwater,
Florida
|
$432K
|
-$33.5K
|
-153
|
-8%
|
|
|
806
|
Howard Capital Management
Roswell,
Georgia
|
$430K
|
+$140K
|
+642
|
+58%
|
|
|
807
|
IMA Advisory Services
Denver,
Colorado
|
$429K
|
-$81.6K
|
-373
|
-18%
|
|
|
808
|
Spirepoint Private Client
Vero Beach,
Florida
|
$429K
|
+$656
|
+3
|
+0.2%
|
|
|
809
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$426K
|
+$10.7K
|
+49
|
+3%
|
|
|
810
|
|
$426K
|
+$380K
|
+1,736
|
New
|
|
|
811
|
Cardiff Park Advisors
Carlsbad,
California
|
$423K
|
–
|
–
|
–
|
|
|
812
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$420K
|
-$34.1K
|
-156
|
-8%
|
|
|
813
|
Stephens Inc
Little Rock,
Arkansas
|
$412K
|
+$367K
|
+1,679
|
New
|
|
|
814
|
Waterloo Capital
Austin,
Texas
|
$411K
|
+$43.8K
|
+200
|
+14%
|
|
|
815
|
Keebeck Wealth Management
Chicago,
Illinois
|
$411K
|
+$366K
|
+1,675
|
New
|
|
|
816
|
Cynosure Group
Salt Lake City,
Utah
|
$408K
|
–
|
–
|
–
|
|
|
817
|
Kestra Investment Management
Austin,
Texas
|
$405K
|
+$68.5K
|
+313
|
+23%
|
|
|
818
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$404K
|
+$360K
|
+1,647
|
New
|
|
|
819
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$399K
|
+$15.1K
|
+69
|
+4%
|
|
|
820
|
Ares Systematic Credit
London,
|
$398K
|
+$355K
|
+1,623
|
New
|
|
|
821
|
Global Financial Private Client
Sarasota,
Florida
|
$397K
|
+$83.6K
|
+382
|
+31%
|
|
|
822
|
Lodestone Wealth Management
Spokane,
Washington
|
$395K
|
-$92.5K
|
-423
|
-21%
|
|
|
823
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$394K
|
-$438
|
-2
|
-0.1%
|
|
|
824
|
180 Wealth Advisors
Federal Way,
Washington
|
$392K
|
-$8.31K
|
-38
|
-2%
|
|
|
825
|
EntryPoint Capital
New York
|
$392K
|
+$350K
|
+1,598
|
New
|
|
