|
126
|
My Personal CFO LLC
Vancouver,
Washington
|
$115K
|
+$46.2K
|
+1,554
|
New
|
|
|
127
|
Spire Wealth Management
Mclean,
Virginia
|
$98K
|
-$867K
|
-29,140
|
-90%
|
|
|
128
|
Sutton Wealth Advisors
Tampa,
Florida
|
$84K
|
+$20.1K
|
+674
|
+32%
|
|
|
129
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$70.3K
|
+$69K
|
+2,319
|
New
|
|
|
130
|
Clearstead Advisors
Cleveland,
Ohio
|
$70.1K
|
–
|
–
|
–
|
|
|
131
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$68.9K
|
–
|
–
|
–
|
|
|
132
|
Fiduciary Alliance
Greenville,
South Carolina
|
$63.1K
|
+$62.5K
|
+2,100
|
New
|
|
|
133
|
Harbour Investments
Madison,
Wisconsin
|
$62.4K
|
–
|
–
|
–
|
|
|
134
|
|
$51K
|
+$51K
|
+1,713
|
New
|
|
|
135
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$39.4K
|
–
|
–
|
–
|
|
|
136
|
Creative Financial Designs
Kokomo,
Indiana
|
$30.1K
|
+$29.7K
|
+1,000
|
New
|
|
|
137
|
Rockefeller Capital Management
New York
|
$30K
|
–
|
–
|
–
|
|
|
138
|
UBS Group
Zurich,
Switzerland
|
$26.5K
|
+$26.2K
|
+880
|
New
|
|
|
139
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$26K
|
+$25.6K
|
+860
|
New
|
|
|
140
|
|
$25.2K
|
-$24.8K
|
-834
|
-50%
|
|
|
141
|
US Bancorp
Minneapolis,
Minnesota
|
$22.6K
|
+$22.3K
|
+750
|
New
|
|
|
142
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$21K
|
+$20.8K
|
+700
|
New
|
|
|
143
|
William Blair & Company
Chicago,
Illinois
|
$14.7K
|
+$14.6K
|
+490
|
New
|
|
|
144
|
Wells Fargo
San Francisco,
California
|
$722
|
+$714
|
+24
|
New
|
|
|
145
|
Larson Financial Group
St Louis,
Missouri
|
$451
|
+$446
|
+15
|
New
|
|
|
146
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$13.8M
|
-481,299
|
Closed
|
|
|
147
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$3.45M
|
-120,610
|
Closed
|
|
|
148
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$488K
|
-17,041
|
Closed
|
|
|
149
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
–
|
-$650K
|
-14,394
|
Closed
|
|
|
150
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
–
|
-$284K
|
-9,917
|
Closed
|
|
