|
1476
|
Personal CFO Solutions
Chester,
New Jersey
|
$717K
|
+$19K
|
+96
|
+3%
|
|
|
1477
|
Harmony Asset Management
Scottsdale,
Arizona
|
$716K
|
–
|
–
|
–
|
|
|
1478
|
WNY Asset Management
Williamsville,
New York
|
$714K
|
+$737K
|
+3,718
|
New
|
|
|
1479
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$711K
|
-$198
|
-1
|
-0%
|
|
|
1480
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$711K
|
+$190K
|
+960
|
+35%
|
|
|
1481
|
Allianz Asset Management
Munich,
Germany
|
$710K
|
+$733K
|
+3,700
|
New
|
|
|
1482
|
Mission Creek Capital Partners
San Francisco,
California
|
$710K
|
+$68.2K
|
+344
|
+10%
|
|
|
1483
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$706K
|
+$322K
|
+1,625
|
+79%
|
|
|
1484
|
Spreng Capital Management
Bucyrus,
Ohio
|
$705K
|
-$116K
|
-584
|
-14%
|
|
|
1485
|
FourThought Financial Partners
Venice,
Florida
|
$704K
|
+$30.9K
|
+156
|
+4%
|
|
|
1486
|
Serenus Wealth Advisors
Santa Monica,
California
|
$702K
|
-$25.2K
|
-127
|
-3%
|
|
|
1487
|
Essex Savings Bank
Essex,
Connecticut
|
$702K
|
-$20K
|
-101
|
-3%
|
|
|
1488
|
PCG Asset Management
Gladstone,
New Jersey
|
$700K
|
+$47.8K
|
+241
|
+7%
|
|
|
1489
|
Saxon Interests
Houston,
Texas
|
$698K
|
+$55.9K
|
+282
|
+8%
|
|
|
1490
|
Valor Advisors
Miami,
Florida
|
$693K
|
–
|
–
|
–
|
|
|
1491
|
Hudson Value Partners
Palm Beach,
Florida
|
$693K
|
–
|
–
|
–
|
|
|
1492
|
Red Crane Wealth Management
San Francisco,
California
|
$693K
|
-$2.77K
|
-14
|
-0.4%
|
|
|
1493
|
Pennington Partners & Co
Bethesda,
Maryland
|
$692K
|
+$379K
|
+1,914
|
+113%
|
|
|
1494
|
Close Asset Management
London,
United Kingdom
|
$691K
|
–
|
–
|
–
|
|
|
1495
|
Tenon Financial
Metuchen,
New Jersey
|
$691K
|
–
|
–
|
–
|
|
|
1496
|
Walser Wealth Management
Tampa,
Florida
|
$689K
|
-$405K
|
-2,042
|
-36%
|
|
|
1497
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$688K
|
–
|
–
|
–
|
|
|
1498
|
Cura Wealth Advisors
Chicago,
Illinois
|
$688K
|
+$1.19K
|
+6
|
+0.2%
|
|
|
1499
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$682K
|
-$6.94K
|
-35
|
-1%
|
|
|
1500
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$682K
|
+$5.95K
|
+30
|
+0.9%
|
|
