|
401
|
Personal CFO Solutions
Chester,
New Jersey
|
$616K
|
+$598K
|
+9,639
|
New
|
|
|
402
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$612K
|
-$27.4K
|
-441
|
-4%
|
|
|
403
|
Olistico Wealth
Tulsa,
Oklahoma
|
$607K
|
+$590K
|
+9,505
|
New
|
|
|
404
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$603K
|
+$1.99K
|
+32
|
+0.3%
|
|
|
405
|
Venture Visionary Partners
Sylvania,
Ohio
|
$601K
|
–
|
–
|
–
|
|
|
406
|
Red Door Wealth Management
Memphis,
Tennessee
|
$588K
|
–
|
–
|
–
|
|
|
407
|
SFMG Wealth Advisors
Plano,
Texas
|
$581K
|
+$47.3K
|
+762
|
+9%
|
|
|
408
|
Lido Advisors
Los Angeles,
California
|
$575K
|
+$247K
|
+3,978
|
+79%
|
|
|
409
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$574K
|
+$57.9K
|
+933
|
+12%
|
|
|
410
|
TrueWealth Advisors
Birmingham,
Alabama
|
$571K
|
-$153K
|
-2,470
|
-22%
|
|
|
411
|
Level Four Advisory Services
Dallas,
Texas
|
$567K
|
+$35.2K
|
+568
|
+7%
|
|
|
412
|
TKG Advisors
Valparaiso,
Indiana
|
$564K
|
-$37.2K
|
-599
|
-6%
|
|
|
413
|
Astoria Portfolio Advisors
New York
|
$563K
|
+$14.1K
|
+228
|
+3%
|
|
|
414
|
Marshall Wace
London,
United Kingdom
|
$562K
|
+$546K
|
+8,800
|
New
|
|
|
415
|
Waverly Advisors
Birmingham,
Alabama
|
$559K
|
–
|
–
|
–
|
|
|
416
|
Gratus Capital
Atlanta,
Georgia
|
$552K
|
–
|
–
|
–
|
|
|
417
|
TFO Wealth Partners
Maumee,
Ohio
|
$549K
|
-$625K
|
-10,076
|
-83%
|
|
|
418
|
Clearview Wealth Advisors
Salem,
Oregon
|
$548K
|
-$44K
|
-710
|
-8%
|
|
|
419
|
KWB Wealth
Redlands,
California
|
$543K
|
+$77K
|
+1,241
|
+17%
|
|
|
420
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$536K
|
+$12.4K
|
+200
|
+3%
|
|
|
421
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$532K
|
-$14.6K
|
-235
|
-3%
|
|
|
422
|
Spire Wealth Management
Mclean,
Virginia
|
$532K
|
-$6.51K
|
-105
|
-1%
|
|
|
423
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$532K
|
+$434
|
+7
|
+0.1%
|
|
|
424
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$532K
|
+$78.2K
|
+1,260
|
+18%
|
|
|
425
|
Rothschild Investment LLC
Chicago,
Illinois
|
$529K
|
+$42.9K
|
+691
|
+9%
|
|
