|
576
|
Circle Wealth Management
Summit,
New Jersey
|
$259K
|
-$152K
|
-3,084
|
-38%
|
|
|
577
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$259K
|
–
|
–
|
–
|
|
|
578
|
Cooper Financial Group
Irvine,
California
|
$256K
|
-$21.1K
|
-426
|
-8%
|
|
|
579
|
S.A. Mason
Holland,
Michigan
|
$255K
|
-$64.3K
|
-1,300
|
-20%
|
|
|
580
|
Financial Engines Advisors
Santa Clara,
California
|
$254K
|
+$250K
|
+5,050
|
New
|
|
|
581
|
Accredited Investors
Edina,
Minnesota
|
$252K
|
+$99
|
+2
|
+0%
|
|
|
582
|
Private Trust Company
Cleveland,
Ohio
|
$252K
|
-$16.8K
|
-340
|
-6%
|
|
|
583
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$252K
|
-$19.2K
|
-388
|
-7%
|
|
|
584
|
OneAscent Financial Services
Birmingham,
Alabama
|
$250K
|
+$7.02K
|
+142
|
+3%
|
|
|
585
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$250K
|
-$395
|
-8
|
-0.2%
|
|
|
586
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$247K
|
+$9.89K
|
+200
|
+4%
|
|
|
587
|
|
$247K
|
-$22.2K
|
-450
|
-8%
|
|
|
588
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$247K
|
–
|
–
|
–
|
|
|
589
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$245K
|
-$9.89K
|
-200
|
-4%
|
|
|
590
|
Golden State Wealth Management
Santa Ana,
California
|
$244K
|
–
|
–
|
–
|
|
|
591
|
Westside Investment Management
Santa Monica,
California
|
$244K
|
+$235K
|
+4,760
|
New
|
|
|
592
|
RS Crum Inc
Newport Beach,
California
|
$244K
|
–
|
–
|
–
|
|
|
593
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$243K
|
+$4.05K
|
+82
|
+2%
|
|
|
594
|
Modern Wealth Management
Lenexa,
Kansas
|
$243K
|
-$29.5K
|
-596
|
-11%
|
|
|
595
|
AE Wealth Management
Topeka,
Kansas
|
$242K
|
-$173K
|
-3,508
|
-42%
|
|
|
596
|
Essex LLC
Deer Park,
Illinois
|
$241K
|
+$989
|
+20
|
+0.4%
|
|
|
597
|
Helen Stephens Group
Fort Worth,
Texas
|
$241K
|
+$1.09K
|
+22
|
+0.5%
|
|
|
598
|
BOS Asset Management
Springfield,
Illinois
|
$240K
|
-$21.3K
|
-430
|
-8%
|
|
|
599
|
Shira Ridge Wealth Management
Larkspur,
California
|
$239K
|
–
|
–
|
–
|
|
|
600
|
Osterweis Capital Management
San Francisco,
California
|
$238K
|
–
|
–
|
–
|
|
