|
1626
|
KWB Wealth
Redlands,
California
|
$491K
|
+$98.4K
|
+841
|
+23%
|
|
|
1627
|
|
$491K
|
-$32.2K
|
-275
|
-6%
|
|
|
1628
|
West Coast Financial
Santa Barbara,
California
|
$491K
|
-$115K
|
-985
|
-18%
|
|
|
1629
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$490K
|
+$534K
|
+4,567
|
New
|
|
|
1630
|
International Assets Investment Management
Orlando,
Florida
|
$490K
|
-$21.5K
|
-184
|
-4%
|
|
|
1631
|
Copperwynd Financial
Scottsdale,
Arizona
|
$489K
|
+$19.2K
|
+164
|
+4%
|
|
|
1632
|
My Personal CFO LLC
Vancouver,
Washington
|
$489K
|
-$15.1K
|
-129
|
-3%
|
|
|
1633
|
Wallace Advisory Group
Lafayette,
California
|
$488K
|
–
|
–
|
–
|
|
|
1634
|
Summit Financial Strategies
Columbus,
Ohio
|
$484K
|
-$4.68K
|
-40
|
-0.9%
|
|
|
1635
|
Secure Asset Management
Troy,
Michigan
|
$484K
|
+$152K
|
+1,300
|
+42%
|
|
|
1636
|
Financial Management Network
Mission Viejo,
California
|
$481K
|
-$17.5K
|
-150
|
-3%
|
|
|
1637
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$478K
|
+$9.36K
|
+80
|
+2%
|
|
|
1638
|
Liberty Wealth Management
Oakland,
California
|
$477K
|
+$2.1K
|
+18
|
+0.4%
|
|
|
1639
|
Cynosure Group
Salt Lake City,
Utah
|
$473K
|
+$502K
|
+4,290
|
New
|
|
|
1640
|
Allstate Corporation
Northbrook,
Illinois
|
$471K
|
-$23.6K
|
-202
|
-5%
|
|
|
1641
|
Transatlantique Private Wealth
New York
|
$470K
|
+$11.6K
|
+99
|
+2%
|
|
|
1642
|
NKCFO LLC
Geneva,
Illinois
|
$470K
|
–
|
–
|
–
|
|
|
1643
|
Bassett Hargrove Investment Counsel
Greenville,
Delaware
|
$469K
|
–
|
–
|
–
|
|
|
1644
|
PDS Planning
Dublin,
Ohio
|
$467K
|
-$17K
|
-145
|
-3%
|
|
|
1645
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$466K
|
-$64K
|
-547
|
-11%
|
|
|
1646
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$463K
|
-$1.37M
|
-11,727
|
-74%
|
|
|
1647
|
Belpointe Asset Management
Reno,
Nevada
|
$463K
|
-$682K
|
-5,832
|
-58%
|
|
|
1648
|
Bull Street Advisors
Savannah,
Georgia
|
$462K
|
+$7.02K
|
+60
|
+1%
|
|
|
1649
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$462K
|
+$4.91K
|
+42
|
+1%
|
|
|
1650
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$461K
|
–
|
–
|
–
|
|
