|
801
|
Caldwell Trust
Venice,
Florida
|
$587K
|
-$328K
|
-4,000
|
-37%
|
|
|
802
|
Kingswood Wealth Advisors
San Diego,
California
|
$584K
|
+$345K
|
+4,205
|
+162%
|
|
|
803
|
Boston Financial Management
Boston,
Massachusetts
|
$584K
|
+$61.5K
|
+750
|
+12%
|
|
|
804
|
Colonial Trust
Spartanburg,
South Carolina
|
$582K
|
-$7.3K
|
-89
|
-1%
|
|
|
805
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$580K
|
–
|
–
|
–
|
|
|
806
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$579K
|
–
|
–
|
–
|
|
|
807
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$577K
|
+$492
|
+6
|
+0.1%
|
|
|
808
|
Physicians Financial Services
Raleigh,
North Carolina
|
$574K
|
-$8.2K
|
-100
|
-1%
|
|
|
809
|
Private Client Services
Louisville,
Kentucky
|
$573K
|
+$58.9K
|
+718
|
+12%
|
|
|
810
|
|
$572K
|
+$5.41K
|
+66
|
+1%
|
|
|
811
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$570K
|
-$8.44K
|
-103
|
-2%
|
|
|
812
|
TD Private Client Wealth
New York
|
$568K
|
-$12.1K
|
-147
|
-2%
|
|
|
813
|
Resources Management Corp
West Hartford,
Connecticut
|
$566K
|
-$4.92K
|
-60
|
-0.9%
|
|
|
814
|
West Coast Financial
Santa Barbara,
California
|
$566K
|
-$185K
|
-2,251
|
-25%
|
|
|
815
|
Avidian Wealth Enterprises
Houston,
Texas
|
$566K
|
+$18.1K
|
+221
|
+3%
|
|
|
816
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$566K
|
-$738
|
-9
|
-0.1%
|
|
|
817
|
Willow Creek Wealth Management
Sebastopol,
California
|
$565K
|
+$82
|
+1
|
+0%
|
|
|
818
|
Smith, Moore & Co
Clayton,
Missouri
|
$562K
|
-$24.2K
|
-295
|
-4%
|
|
|
819
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$562K
|
+$88.1K
|
+1,075
|
+20%
|
|
|
820
|
Insigneo Advisory Services
Miami,
Florida
|
$559K
|
+$61.6K
|
+751
|
+13%
|
|
|
821
|
Trust Asset Management
Houston,
Texas
|
$558K
|
–
|
–
|
–
|
|
|
822
|
Grimes & Company
Westborough,
Massachusetts
|
$557K
|
+$2.13K
|
+26
|
+0.4%
|
|
|
823
|
Harbour Investments
Madison,
Wisconsin
|
$552K
|
-$3.85K
|
-47
|
-0.7%
|
|
|
824
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$550K
|
+$74.9K
|
+914
|
+15%
|
|
|
825
|
Independent Financial Group
San Diego,
California
|
$549K
|
-$65.8K
|
-803
|
-11%
|
|
