|
301
|
Prosperity Planning
Kansas City,
Missouri
|
$5.52M
|
–
|
–
|
–
|
|
|
302
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$5.51M
|
+$265K
|
+3,410
|
+5%
|
|
|
303
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$5.48M
|
-$389K
|
-5,005
|
-7%
|
|
|
304
|
IFG Advisory
Atlanta,
Georgia
|
$5.42M
|
-$15.9K
|
-205
|
-0.3%
|
|
|
305
|
AssetMark Inc
Concord,
California
|
$5.41M
|
-$1.79M
|
-23,006
|
-25%
|
|
|
306
|
Darrow Company
Needham,
Massachusetts
|
$5.4M
|
+$169K
|
+2,176
|
+3%
|
|
|
307
|
Bath Savings Trust
Bath,
Maine
|
$5.38M
|
+$280K
|
+3,606
|
+6%
|
|
|
308
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.37M
|
-$27.9K
|
-360
|
-0.5%
|
|
|
309
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.32M
|
-$9.24K
|
-119
|
-0.2%
|
|
|
310
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$5.3M
|
+$92.1K
|
+1,187
|
+2%
|
|
|
311
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$5.24M
|
+$389K
|
+5,009
|
+8%
|
|
|
312
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$5.21M
|
+$136K
|
+1,752
|
+3%
|
|
|
313
|
Karpus Investment Management
Pittsford,
New York
|
$5.14M
|
-$66K
|
-850
|
-1%
|
|
|
314
|
HB Wealth Management
Atlanta,
Georgia
|
$5.05M
|
-$2.1M
|
-27,094
|
-30%
|
|
|
315
|
Investment Partners
New Philadelphia,
Ohio
|
$5.04M
|
+$1.04M
|
+13,460
|
+26%
|
|
|
316
|
Spire Wealth Management
Mclean,
Virginia
|
$5.02M
|
+$803K
|
+10,348
|
+19%
|
|
|
317
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$4.98M
|
+$4.94M
|
+63,619
|
New
|
|
|
318
|
AE Wealth Management
Topeka,
Kansas
|
$4.9M
|
-$405K
|
-5,223
|
-8%
|
|
|
319
|
Harbour Investments
Madison,
Wisconsin
|
$4.87M
|
+$64.7K
|
+833
|
+1%
|
|
|
320
|
Forum Private Client Group
Fishers,
Indiana
|
$4.85M
|
+$387K
|
+4,980
|
+9%
|
|
|
321
|
Parallel Advisors
San Francisco,
California
|
$4.77M
|
+$574K
|
+7,394
|
+14%
|
|
|
322
|
Integrated Advisors Network
Dallas,
Texas
|
$4.77M
|
-$70.5K
|
-908
|
-1%
|
|
|
323
|
Manuka Financial
Richmond,
Virginia
|
$4.77M
|
+$78K
|
+1,005
|
+2%
|
|
|
324
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.75M
|
-$55.7K
|
-717
|
-1%
|
|
|
325
|
Bank of Hawaii
Honolulu,
Hawaii
|
$4.74M
|
+$351K
|
+4,525
|
+8%
|
|
