|
401
|
CWA Asset Management Group
Naples,
Florida
|
$245K
|
+$5.99K
|
+35
|
+2%
|
|
|
402
|
RWA Wealth Partners
Newton,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
403
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$244K
|
+$9.07K
|
+53
|
+4%
|
|
|
404
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$243K
|
+$3.59K
|
+21
|
+1%
|
|
|
405
|
Alpha Cubed Investments
Irvine,
California
|
$243K
|
-$21.4K
|
-125
|
-8%
|
|
|
406
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$243K
|
–
|
–
|
–
|
|
|
407
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$241K
|
+$252K
|
+1,473
|
New
|
|
|
408
|
Western Wealth Management
Golden,
Colorado
|
$238K
|
-$7.7K
|
-45
|
-3%
|
|
|
409
|
CreativeOne Wealth
Overland Park,
Kansas
|
$234K
|
+$15.6K
|
+91
|
+7%
|
|
|
410
|
RBA Wealth Management
Newport Beach,
California
|
$232K
|
+$28.1K
|
+164
|
+13%
|
|
|
411
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$230K
|
-$5.48K
|
-32
|
-2%
|
|
|
412
|
Executive Wealth Management
Brighton,
Michigan
|
$230K
|
-$158K
|
-926
|
-40%
|
|
|
413
|
Curtis Advisory Group
Santa Barbara,
California
|
$229K
|
–
|
–
|
–
|
|
|
414
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$228K
|
+$238K
|
+1,393
|
New
|
|
|
415
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$227K
|
-$25K
|
-146
|
-10%
|
|
|
416
|
|
$227K
|
+$238K
|
+1,390
|
New
|
|
|
417
|
Concurrent Investment Advisors
Tampa,
Florida
|
$227K
|
-$10.8K
|
-63
|
-4%
|
|
|
418
|
MGO One Seven
Beachwood,
Ohio
|
$227K
|
-$1.03K
|
-6
|
-0.4%
|
|
|
419
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$225K
|
+$235K
|
+1,374
|
New
|
|
|
420
|
Tortoise Investment Management
White Plains,
New York
|
$224K
|
+$12K
|
+70
|
+5%
|
|
|
421
|
Coppell Advisory Solutions
Coppell,
Texas
|
$222K
|
+$18K
|
+105
|
+8%
|
|
|
422
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
423
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$219K
|
–
|
–
|
–
|
|
|
424
|
My Personal CFO LLC
Vancouver,
Washington
|
$217K
|
–
|
–
|
–
|
|
|
425
|
Heritage Financial Services
Westwood,
Massachusetts
|
$216K
|
+$227K
|
+1,324
|
New
|
|
