|
901
|
Astoria Portfolio Advisors
New York
|
$600K
|
-$236K
|
-4,686
|
-28%
|
|
|
902
|
Smith Partners Wealth Management
Greensboro,
North Carolina
|
$596K
|
+$596K
|
+11,842
|
New
|
|
|
903
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$594K
|
-$78.3K
|
-1,557
|
-12%
|
|
|
904
|
Pacific Park Financial
Lagina Hills,
California
|
$589K
|
+$590K
|
+11,719
|
New
|
|
|
905
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$587K
|
–
|
–
|
–
|
|
|
906
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$585K
|
+$173K
|
+3,447
|
+42%
|
|
|
907
|
Peak Retirement Planning
Columbus,
Ohio
|
$585K
|
-$188K
|
-3,738
|
-24%
|
|
|
908
|
Carrera Capital Advisors
Troy,
Michigan
|
$584K
|
-$22.1K
|
-439
|
-4%
|
|
|
909
|
Jordan Park Trust
Portsmouth,
New Hampshire
|
$584K
|
+$10.1K
|
+200
|
+2%
|
|
|
910
|
Balance Wealth
Delaware,
Ohio
|
$583K
|
+$10.8K
|
+214
|
+2%
|
|
|
911
|
HSBC Holdings
London,
United Kingdom
|
$578K
|
+$579K
|
+11,497
|
New
|
|
|
912
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$576K
|
–
|
–
|
–
|
|
|
913
|
Victory Financial Group
Austin,
Texas
|
$575K
|
+$198K
|
+3,942
|
+53%
|
|
|
914
|
Keystone Wealth Services
Palm Desert,
California
|
$572K
|
-$121K
|
-2,396
|
-17%
|
|
|
915
|
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
|
$571K
|
+$572K
|
+11,358
|
New
|
|
|
916
|
Neumann Capital Management
Foster City,
California
|
$569K
|
+$201
|
+4
|
+0%
|
|
|
917
|
OneAscent Financial Services
Birmingham,
Alabama
|
$567K
|
-$117K
|
-2,321
|
-17%
|
|
|
918
|
Haven Private
Orlando,
Florida
|
$563K
|
–
|
–
|
–
|
|
|
919
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$563K
|
+$33.3K
|
+661
|
+6%
|
|
|
920
|
Peak Wealth Management
Nashua,
New Hampshire
|
$557K
|
+$557K
|
+11,077
|
New
|
|
|
921
|
Westside Investment Management
Santa Monica,
California
|
$555K
|
–
|
–
|
–
|
|
|
922
|
SouthState Corp
Winter Haven,
Florida
|
$555K
|
-$161K
|
-3,194
|
-22%
|
|
|
923
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$555K
|
+$14.4K
|
+287
|
+3%
|
|
|
924
|
CVA Family Office
Denver,
Colorado
|
$554K
|
+$102K
|
+2,018
|
+22%
|
|
|
925
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$553K
|
+$186K
|
+3,702
|
+51%
|
|
