|
726
|
Westmount Partners
Los Angeles,
California
|
$304K
|
–
|
–
|
–
|
|
|
727
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$302K
|
-$59.1K
|
-276
|
-16%
|
|
|
728
|
|
$301K
|
-$13.3K
|
-62
|
-4%
|
|
|
729
|
Everhart Financial Group
Dublin,
Ohio
|
$301K
|
+$28.5K
|
+133
|
+10%
|
|
|
730
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
$300K
|
+$4.28K
|
+20
|
+1%
|
|
|
731
|
M&T Bank
Buffalo,
New York
|
$297K
|
-$82.2K
|
-384
|
-21%
|
|
|
732
|
Sequent Planning
Omaha,
Nebraska
|
$296K
|
+$308K
|
+1,440
|
New
|
|
|
733
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$296K
|
+$12.8K
|
+60
|
+4%
|
|
|
734
|
Everett Harris & Co
Los Angeles,
California
|
$293K
|
–
|
–
|
–
|
|
|
735
|
Foguth Wealth Management
Brighton,
Michigan
|
$292K
|
-$54.6K
|
-255
|
-17%
|
|
|
736
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$292K
|
+$304K
|
+1,420
|
New
|
|
|
737
|
City National Bank of Florida
Miami,
Florida
|
$288K
|
–
|
–
|
–
|
|
|
738
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$287K
|
-$52.4K
|
-245
|
-15%
|
|
|
739
|
Lantern Wealth Advisors
Melville,
New York
|
$286K
|
–
|
–
|
–
|
|
|
740
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$285K
|
+$5.78K
|
+27
|
+2%
|
|
|
741
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$283K
|
+$642
|
+3
|
+0.2%
|
|
|
742
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$282K
|
–
|
–
|
–
|
|
|
743
|
Welch Group
Birmingham,
Alabama
|
$281K
|
–
|
–
|
–
|
|
|
744
|
TFO Wealth Partners
Maumee,
Ohio
|
$280K
|
+$291K
|
+1,359
|
New
|
|
|
745
|
Berger Financial Group
Plymouth,
Minnesota
|
$279K
|
+$1.5K
|
+7
|
+0.5%
|
|
|
746
|
NWAM LLC
Mercer Island,
Washington
|
$279K
|
+$290K
|
+1,357
|
New
|
|
|
747
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$279K
|
+$21.2K
|
+99
|
+8%
|
|
|
748
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$277K
|
–
|
–
|
–
|
|
|
749
|
Davis Investment Partners
Charlotte,
North Carolina
|
$275K
|
–
|
–
|
–
|
|
|
750
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$273K
|
+$42.2K
|
+197
|
+17%
|
|
