|
2126
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$597K
|
+$20K
|
+59
|
+3%
|
|
|
2127
|
Coastwise Capital Group
La Jolla,
California
|
$596K
|
-$194K
|
-571
|
-24%
|
|
|
2128
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$596K
|
-$5.76K
|
-17
|
-0.9%
|
|
|
2129
|
Klingman & Associates
New York
|
$596K
|
+$26.1K
|
+77
|
+4%
|
|
|
2130
|
Factorial Partners
Mt. Kisco,
New York
|
$594K
|
–
|
–
|
–
|
|
|
2131
|
Everpar Advisors
Tulsa,
Oklahoma
|
$590K
|
+$72.9K
|
+215
|
+14%
|
|
|
2132
|
Cypress Wealth Services
Palm Desert,
California
|
$588K
|
+$70.1K
|
+207
|
+13%
|
|
|
2133
|
Farmers Trust Company
Youngstown,
Ohio
|
$588K
|
-$102K
|
-301
|
-14%
|
|
|
2134
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$587K
|
+$603K
|
+1,779
|
New
|
|
|
2135
|
Sierra Capital
Miami,
Florida
|
$587K
|
–
|
–
|
–
|
|
|
2136
|
Winch Advisory Services
Appleton,
Wisconsin
|
$587K
|
+$16.3K
|
+48
|
+3%
|
|
|
2137
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$587K
|
+$603K
|
+1,778
|
New
|
|
|
2138
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$586K
|
-$395K
|
-1,167
|
-40%
|
|
|
2139
|
Cromwell Holdings
Jackson,
Wyoming
|
$584K
|
+$256K
|
+755
|
+74%
|
|
|
2140
|
1ST Source Bank
South Bend,
Indiana
|
$584K
|
-$54.2K
|
-160
|
-8%
|
|
|
2141
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$583K
|
+$27.8K
|
+82
|
+5%
|
|
|
2142
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$579K
|
+$595K
|
+1,755
|
New
|
|
|
2143
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$579K
|
+$10.5K
|
+31
|
+2%
|
|
|
2144
|
Woodward Diversified Capital
Bakersfield,
California
|
$579K
|
+$32.2K
|
+95
|
+6%
|
|
|
2145
|
My Personal CFO LLC
Vancouver,
Washington
|
$579K
|
-$25.8K
|
-76
|
-4%
|
|
|
2146
|
Broadwater Capital
Boston,
Massachusetts
|
$579K
|
–
|
–
|
–
|
|
|
2147
|
Manske Wealth Management
Houston,
Texas
|
$578K
|
+$98.6K
|
+291
|
+20%
|
|
|
2148
|
Weaver Consulting Group
Huntington Beach,
California
|
$577K
|
+$11.2K
|
+33
|
+2%
|
|
|
2149
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$576K
|
+$9.83K
|
+29
|
+2%
|
|
|
2150
|
Narus Financial Partners
Salt Lake City,
Utah
|
$576K
|
+$29.8K
|
+88
|
+5%
|
|
