|
776
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$356K
|
+$352K
|
+2,849
|
New
|
|
|
777
|
IEQ Capital
Foster City,
California
|
$354K
|
-$38.2K
|
-309
|
-10%
|
|
|
778
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$353K
|
–
|
–
|
–
|
|
|
779
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$351K
|
–
|
–
|
–
|
|
|
780
|
Column Capital Advisors
Indianapolis,
Indiana
|
$350K
|
-$24.8M
|
-200,700
|
-99%
|
|
|
781
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$350K
|
-$98.8K
|
-800
|
-22%
|
|
|
782
|
My Personal CFO LLC
Vancouver,
Washington
|
$350K
|
–
|
–
|
–
|
|
|
783
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$347K
|
+$1.73K
|
+14
|
+0.5%
|
|
|
784
|
Capital Group Private Client Services
Los Angeles,
California
|
$345K
|
-$12.2K
|
-99
|
-3%
|
|
|
785
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$345K
|
–
|
–
|
–
|
|
|
786
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$343K
|
–
|
–
|
–
|
|
|
787
|
Financial Engines Advisors
Santa Clara,
California
|
$342K
|
+$29.3K
|
+237
|
+9%
|
|
|
788
|
Financial Advisory Group
Houston,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
789
|
First Foundation Advisors
Irvine,
California
|
$341K
|
-$27.8K
|
-225
|
-8%
|
|
|
790
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$340K
|
+$25.2K
|
+204
|
+8%
|
|
|
791
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$338K
|
+$93.5K
|
+757
|
+39%
|
|
|
792
|
PGIM Custom Harvest
Newark,
New Jersey
|
$337K
|
+$333K
|
+2,695
|
New
|
|
|
793
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$336K
|
+$332K
|
+2,687
|
New
|
|
|
794
|
Chemung Canal Trust
Elmira,
New York
|
$334K
|
–
|
–
|
–
|
|
|
795
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$334K
|
-$475K
|
-3,843
|
-59%
|
|
|
796
|
Secure Asset Management
Troy,
Michigan
|
$332K
|
–
|
–
|
–
|
|
|
797
|
Core Wealth Management
Jupiter,
Florida
|
$331K
|
+$327K
|
+2,649
|
New
|
|
|
798
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$331K
|
+$327K
|
+2,647
|
New
|
|
|
799
|
King Wealth Management Group
Naples,
Florida
|
$331K
|
–
|
–
|
–
|
|
|
800
|
Wayfinding Financial
Lynnwood,
Washington
|
$331K
|
–
|
–
|
–
|
|
