|
651
|
Transform Wealth
Greenwood Village,
Colorado
|
$260K
|
-$8.31K
|
-534
|
-3%
|
|
|
652
|
Pacific Sun Financial
Los Angeles,
California
|
$259K
|
–
|
–
|
–
|
|
|
653
|
Evergreen Capital Management
Bellevue,
Washington
|
$258K
|
+$2.47K
|
+159
|
+0.9%
|
|
|
654
|
American Money Management
Rancho Santa Fe,
California
|
$256K
|
+$47
|
+3
|
+0%
|
|
|
655
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$253K
|
–
|
–
|
–
|
|
|
656
|
Private Asset Management
San Diego,
California
|
$253K
|
–
|
–
|
–
|
|
|
657
|
United Asset Strategies
Garden City,
New York
|
$252K
|
–
|
–
|
–
|
|
|
658
|
First Personal Financial Services
Charlotte,
North Carolina
|
$252K
|
+$280K
|
+18,000
|
New
|
|
|
659
|
|
$251K
|
-$2.86M
|
-183,582
|
-91%
|
|
|
660
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
661
|
Evoke Wealth
Los Angeles,
California
|
$248K
|
+$214K
|
+13,734
|
+342%
|
|
|
662
|
Schnieders Capital Management
Pasadena,
California
|
$247K
|
–
|
–
|
–
|
|
|
663
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$247K
|
–
|
–
|
–
|
|
|
664
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$246K
|
–
|
–
|
–
|
|
|
665
|
LifeSteps Financial
Claremont,
California
|
$245K
|
-$1.17K
|
-75
|
-0.4%
|
|
|
666
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
667
|
Cahill Financial Advisors
Edina,
Minnesota
|
$244K
|
+$980
|
+63
|
+0.4%
|
|
|
668
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$243K
|
-$12.8K
|
-825
|
-5%
|
|
|
669
|
B&D White Capital Company
Lakeway,
Texas
|
$243K
|
+$44.8K
|
+2,883
|
+20%
|
|
|
670
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$243K
|
+$270K
|
+17,331
|
New
|
|
|
671
|
Astoria Portfolio Advisors
New York
|
$241K
|
-$5.93K
|
-381
|
-2%
|
|
|
672
|
Cubic Asset Management
Boston,
Massachusetts
|
$241K
|
–
|
–
|
–
|
|
|
673
|
Highland Private Wealth Management
Bellevue,
Washington
|
$241K
|
–
|
–
|
–
|
|
|
674
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$241K
|
+$22.2K
|
+1,428
|
+9%
|
|
|
675
|
Moseley Investment Management
Bradenton,
Florida
|
$240K
|
–
|
–
|
–
|
|
