|
1251
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$385K
|
–
|
–
|
–
|
|
|
1252
|
Blue Trust Inc
Alpharetta,
Georgia
|
$384K
|
+$18.4K
|
+123
|
+5%
|
|
|
1253
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$383K
|
+$153K
|
+1,021
|
+70%
|
|
|
1254
|
Whitney & Co
Rochester,
New York
|
$381K
|
-$31.3K
|
-209
|
-8%
|
|
|
1255
|
Successful Portfolios
Clearwater,
Florida
|
$380K
|
+$66K
|
+441
|
+22%
|
|
|
1256
|
My Personal CFO LLC
Vancouver,
Washington
|
$380K
|
+$367K
|
+2,452
|
New
|
|
|
1257
|
MBE Wealth Management
Tomah,
Wisconsin
|
$379K
|
+$108K
|
+720
|
+42%
|
|
|
1258
|
SWMG LLC
Fort Worth,
Texas
|
$379K
|
-$30.9K
|
-206
|
-8%
|
|
|
1259
|
Verity Asset Management
Durham,
North Carolina
|
$379K
|
+$9.14K
|
+61
|
+3%
|
|
|
1260
|
New Republic Capital
Charlotte,
North Carolina
|
$378K
|
+$366K
|
+2,443
|
New
|
|
|
1261
|
Tranquility Partners
Brentwood,
Tennessee
|
$377K
|
+$100K
|
+669
|
+38%
|
|
|
1262
|
SVB Wealth
Boston,
Massachusetts
|
$374K
|
-$254K
|
-1,698
|
-41%
|
|
|
1263
|
OneAscent Financial Services
Birmingham,
Alabama
|
$374K
|
-$799K
|
-5,334
|
-69%
|
|
|
1264
|
|
$373K
|
+$93.6K
|
+625
|
+35%
|
|
|
1265
|
|
$373K
|
+$361K
|
+2,411
|
New
|
|
|
1266
|
Empirical Wealth Management
Seattle,
Washington
|
$373K
|
-$22.5K
|
-150
|
-6%
|
|
|
1267
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$372K
|
–
|
–
|
–
|
|
|
1268
|
Core Wealth Partners
Santa Rosa,
California
|
$371K
|
+$1.05K
|
+7
|
+0.3%
|
|
|
1269
|
TrueWealth Advisors
Birmingham,
Alabama
|
$371K
|
-$4.94K
|
-33
|
-1%
|
|
|
1270
|
Measured Risk Portfolios
San Diego,
California
|
$371K
|
-$22.8K
|
-152
|
-6%
|
|
|
1271
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$371K
|
–
|
–
|
–
|
|
|
1272
|
Dimension Capital Management
Coral Gables,
Florida
|
$370K
|
+$24.4K
|
+163
|
+7%
|
|
|
1273
|
Coldstream Capital Management
Bellevue,
Washington
|
$369K
|
-$5.84K
|
-39
|
-2%
|
|
|
1274
|
Soundwatch Capital
Rowayton,
Connecticut
|
$365K
|
+$354K
|
+2,361
|
New
|
|
|
1275
|
Elevated Capital Advisors
Sandy,
Utah
|
$365K
|
-$5.39K
|
-36
|
-2%
|
|
