|
651
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$275K
|
+$261K
|
+3,893
|
New
|
|
|
652
|
Heritage Family Offices
Scottsdale,
Arizona
|
$275K
|
-$134K
|
-2,007
|
-34%
|
|
|
653
|
Legacy Wealth Advisors
Miami,
Florida
|
$273K
|
+$47.4K
|
+707
|
+22%
|
|
|
654
|
Monument Capital Management
Alexandria,
Virginia
|
$271K
|
+$258K
|
+3,848
|
New
|
|
|
655
|
BIP Wealth
Atlanta,
Georgia
|
$269K
|
+$2.88K
|
+43
|
+1%
|
|
|
656
|
Clearstead Advisors
Cleveland,
Ohio
|
$268K
|
+$175K
|
+2,612
|
+221%
|
|
|
657
|
Valeo Financial Advisors
Carmel,
Indiana
|
$266K
|
+$10.8K
|
+161
|
+4%
|
|
|
658
|
IMC Chicago
Chicago,
Illinois
|
$264K
|
+$250K
|
+3,738
|
New
|
|
|
659
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$263K
|
+$244K
|
+3,644
|
New
|
|
|
660
|
L2 Asset Management
Wayland,
Massachusetts
|
$263K
|
-$372K
|
-5,558
|
-60%
|
|
|
661
|
Stratos Investment Management
Beachwood,
Ohio
|
$263K
|
+$14.4K
|
+215
|
+6%
|
|
|
662
|
1ST Source Bank
South Bend,
Indiana
|
$263K
|
–
|
–
|
–
|
|
|
663
|
|
$260K
|
+$247K
|
+3,689
|
New
|
|
|
664
|
Spinnaker Trust
Portland,
Maine
|
$260K
|
+$247K
|
+3,684
|
New
|
|
|
665
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$259K
|
+$43.4K
|
+648
|
+21%
|
|
|
666
|
Chilton Capital Management
Houston,
Texas
|
$259K
|
–
|
–
|
–
|
|
|
667
|
Nilsine Partners
Greenwood Village,
Colorado
|
$258K
|
+$17.2K
|
+256
|
+8%
|
|
|
668
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$256K
|
-$1.68K
|
-25
|
-0.7%
|
|
|
669
|
Wexford Capital
West Palm Beach,
Florida
|
$254K
|
–
|
–
|
–
|
|
|
670
|
Woodward Diversified Capital
Bakersfield,
California
|
$252K
|
-$3.62K
|
-54
|
-1%
|
|
|
671
|
Prudential plc
London, England,
United Kingdom
|
$250K
|
-$70K
|
-1,045
|
-23%
|
|
|
672
|
First Nebraska Trust
Lincoln,
Nebraska
|
$248K
|
+$3.28K
|
+49
|
+1%
|
|
|
673
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$247K
|
+$235K
|
+3,508
|
New
|
|
|
674
|
|
$246K
|
-$938
|
-14
|
-0.4%
|
|
|
675
|
Axxcess Wealth Management
Carlsbad,
California
|
$244K
|
+$232K
|
+3,464
|
New
|
|
