|
401
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$3.24M
|
+$27.5K
|
+367
|
+0.8%
|
|
|
402
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.19M
|
+$299K
|
+3,994
|
+10%
|
|
|
403
|
My Legacy Advisors
Bend,
Oregon
|
$3.18M
|
-$1.95M
|
-26,015
|
-36%
|
|
|
404
|
Soltis Investment Advisors
St. George,
Utah
|
$3.17M
|
-$171K
|
-2,285
|
-5%
|
|
|
405
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$3.16M
|
–
|
–
|
–
|
|
|
406
|
Fermata Advisors
Sonoma,
California
|
$3.13M
|
+$1.06M
|
+14,168
|
+48%
|
|
|
407
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$3.1M
|
+$74.1K
|
+990
|
+2%
|
|
|
408
|
My Personal CFO LLC
Vancouver,
Washington
|
$3.06M
|
+$1.25M
|
+16,742
|
+64%
|
|
|
409
|
|
$3.03M
|
+$67.3K
|
+900
|
+2%
|
|
|
410
|
Source Financial Advisors
New York
|
$3.02M
|
-$339K
|
-4,525
|
-10%
|
|
|
411
|
GeoWealth Management
Chicago,
Illinois
|
$3.01M
|
-$541K
|
-7,235
|
-15%
|
|
|
412
|
Cobblestone Capital Advisors
Rochester,
New York
|
$3.01M
|
-$1.11M
|
-14,811
|
-26%
|
|
|
413
|
Prospera Financial Services
Dallas,
Texas
|
$3M
|
+$215K
|
+2,873
|
+7%
|
|
|
414
|
Apexium Financial
Dallas,
Texas
|
$2.99M
|
+$2.44M
|
+32,656
|
+352%
|
|
|
415
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$2.96M
|
+$1.02M
|
+13,643
|
+49%
|
|
|
416
|
Harbour Investments
Madison,
Wisconsin
|
$2.96M
|
–
|
–
|
–
|
|
|
417
|
First Personal Financial Services
Charlotte,
North Carolina
|
$2.95M
|
-$5.84K
|
-78
|
-0.2%
|
|
|
418
|
ClearBridge Investments
New York
|
$2.93M
|
-$104K
|
-1,387
|
-3%
|
|
|
419
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$2.93M
|
+$3.1M
|
+41,466
|
New
|
|
|
420
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.91M
|
+$83.4K
|
+1,114
|
+3%
|
|
|
421
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$2.82M
|
-$265K
|
-3,538
|
-8%
|
|
|
422
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.76M
|
-$1.59M
|
-21,259
|
-35%
|
|
|
423
|
HB Wealth Management
Atlanta,
Georgia
|
$2.75M
|
-$42.3K
|
-565
|
-1%
|
|
|
424
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.74M
|
+$3.59K
|
+48
|
+0.1%
|
|
|
425
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2.74M
|
–
|
–
|
–
|
|
