|
501
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$837K
|
+$35.1K
|
+462
|
+4%
|
|
|
502
|
Family Wealth Partners
Matthews,
North Carolina
|
$834K
|
-$207K
|
-2,728
|
-20%
|
|
|
503
|
|
$831K
|
+$21K
|
+276
|
+3%
|
|
|
504
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$831K
|
+$1.14K
|
+15
|
+0.1%
|
|
|
505
|
Security Financial Services
Fort Wayne,
Indiana
|
$829K
|
+$18.6K
|
+244
|
+2%
|
|
|
506
|
Private Portfolio Partners
Paramus,
New Jersey
|
$820K
|
+$47.6K
|
+626
|
+6%
|
|
|
507
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$815K
|
–
|
–
|
–
|
|
|
508
|
Fiduciary Trust
Boston,
Massachusetts
|
$812K
|
–
|
–
|
–
|
|
|
509
|
Signal Advisors Wealth
Detroit,
Michigan
|
$812K
|
+$247K
|
+3,246
|
+43%
|
|
|
510
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$812K
|
-$179K
|
-2,350
|
-18%
|
|
|
511
|
|
$810K
|
–
|
–
|
–
|
|
|
512
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$809K
|
+$12.2K
|
+161
|
+2%
|
|
|
513
|
Becker Capital Management
Portland,
Oregon
|
$809K
|
-$27.4K
|
-360
|
-3%
|
|
|
514
|
Elios Financial Group
Westlake,
Ohio
|
$809K
|
+$6.31K
|
+83
|
+0.8%
|
|
|
515
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$801K
|
+$58.5K
|
+769
|
+8%
|
|
|
516
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$794K
|
+$12K
|
+158
|
+2%
|
|
|
517
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$791K
|
+$47.7K
|
+628
|
+6%
|
|
|
518
|
Oppenheimer & Co
New York
|
$787K
|
+$14.8K
|
+195
|
+2%
|
|
|
519
|
Caldwell Trust
Venice,
Florida
|
$767K
|
–
|
–
|
–
|
|
|
520
|
Integrity Wealth Solutions
Denver,
Colorado
|
$764K
|
+$112K
|
+1,468
|
+17%
|
|
|
521
|
Brio Consultants
San Francisco,
California
|
$762K
|
-$52.8K
|
-694
|
-6%
|
|
|
522
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$761K
|
+$330K
|
+4,343
|
+74%
|
|
|
523
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$760K
|
–
|
–
|
–
|
|
|
524
|
Welch & Forbes
Boston,
Massachusetts
|
$754K
|
+$139K
|
+1,826
|
+22%
|
|
|
525
|
F/M Investments
Washington,
District of Columbia
|
$754K
|
+$520K
|
+6,838
|
+210%
|
|
