|
876
|
Personal CFO Solutions
Chester,
New Jersey
|
$627K
|
-$104K
|
-1,050
|
-15%
|
|
|
877
|
Boltwood Capital Management
Walnut Creek,
California
|
$623K
|
–
|
–
|
–
|
|
|
878
|
GSB Wealth Management
Guilford,
Connecticut
|
$616K
|
+$24.2K
|
+244
|
+4%
|
|
|
879
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$616K
|
+$49.2K
|
+496
|
+9%
|
|
|
880
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$614K
|
+$117K
|
+1,183
|
+24%
|
|
|
881
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$614K
|
+$208K
|
+2,100
|
+53%
|
|
|
882
|
S.A. Mason
Holland,
Michigan
|
$612K
|
+$992
|
+10
|
+0.2%
|
|
|
883
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$605K
|
+$26.8K
|
+270
|
+5%
|
|
|
884
|
Asset Management One
Tokyo,
Japan
|
$600K
|
+$585K
|
+5,900
|
New
|
|
|
885
|
Valeo Financial Advisors
Carmel,
Indiana
|
$599K
|
+$261K
|
+2,629
|
+81%
|
|
|
886
|
Western Wealth Management
Golden,
Colorado
|
$598K
|
+$83.4K
|
+841
|
+17%
|
|
|
887
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$597K
|
–
|
–
|
–
|
|
|
888
|
Keystone Financial Planning
Cleveland,
Ohio
|
$594K
|
–
|
–
|
–
|
|
|
889
|
Narwhal Capital Management
Marietta,
Georgia
|
$592K
|
-$5.55K
|
-56
|
-1%
|
|
|
890
|
Bel Air Investment Advisors
Los Angeles,
California
|
$592K
|
+$8.83K
|
+89
|
+2%
|
|
|
891
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$590K
|
+$80.1K
|
+808
|
+16%
|
|
|
892
|
Arrow Financial
Glens Falls,
New York
|
$588K
|
-$38.3K
|
-386
|
-6%
|
|
|
893
|
First National Trust
Hermitage,
Pennsylvania
|
$584K
|
-$297K
|
-2,995
|
-34%
|
|
|
894
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$583K
|
-$9.72K
|
-98
|
-2%
|
|
|
895
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$582K
|
+$23.2K
|
+234
|
+4%
|
|
|
896
|
Simplex Trading
Chicago,
Illinois
|
$582K
|
+$568K
|
+5,726
|
New
|
|
|
897
|
Cedar Capital
Barrington,
Illinois
|
$581K
|
+$5.65K
|
+57
|
+1%
|
|
|
898
|
|
$578K
|
+$51.5K
|
+519
|
+10%
|
|
|
899
|
Column Capital Advisors
Indianapolis,
Indiana
|
$574K
|
+$191K
|
+1,926
|
+52%
|
|
|
900
|
Unified Trust Company
Lexington,
Kentucky
|
$572K
|
–
|
–
|
–
|
|
