|
401
|
Aries Wealth Management
Portland,
Maine
|
$759K
|
-$29.4K
|
-365
|
-4%
|
|
|
402
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$752K
|
+$359K
|
+4,450
|
+92%
|
|
|
403
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$746K
|
-$78.6K
|
-974
|
-10%
|
|
|
404
|
TrueWealth LLC
Atlanta,
Georgia
|
$736K
|
+$21.6K
|
+268
|
+3%
|
|
|
405
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$736K
|
+$76.7K
|
+951
|
+12%
|
|
|
406
|
Goelzer Investment Management
Carmel,
Indiana
|
$730K
|
-$77.7K
|
-963
|
-10%
|
|
|
407
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$727K
|
–
|
–
|
–
|
|
|
408
|
Maple Capital Management
Montpelier,
Vermont
|
$712K
|
+$12.5K
|
+155
|
+2%
|
|
|
409
|
McMillion Capital Management
Greensboro,
North Carolina
|
$706K
|
-$9.76K
|
-121
|
-1%
|
|
|
410
|
Advisors Preferred
Rockville,
Maryland
|
$706K
|
+$158K
|
+1,960
|
+29%
|
|
|
411
|
Hayden Royal
Charlotte,
North Carolina
|
$705K
|
+$286K
|
+3,541
|
+68%
|
|
|
412
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$703K
|
-$70K
|
-868
|
-9%
|
|
|
413
|
TD Asset Management
Toronto,
Ontario, Canada
|
$703K
|
–
|
–
|
–
|
|
|
414
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$702K
|
+$269K
|
+3,336
|
+62%
|
|
|
415
|
St. James Investment Company
Southlake,
Texas
|
$683K
|
-$32.7K
|
-405
|
-5%
|
|
|
416
|
Global Retirement Partners
San Rafael,
California
|
$683K
|
+$27.6K
|
+342
|
+4%
|
|
|
417
|
Personal CFO Solutions
Chester,
New Jersey
|
$683K
|
+$682K
|
+8,454
|
New
|
|
|
418
|
Joel Isaacson & Co
New York
|
$673K
|
+$145K
|
+1,799
|
+28%
|
|
|
419
|
Sequoia Financial Advisors
Akron,
Ohio
|
$660K
|
–
|
–
|
–
|
|
|
420
|
Geneos Wealth Management
Englewood,
Colorado
|
$660K
|
+$189K
|
+2,339
|
+40%
|
|
|
421
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$654K
|
-$16.9K
|
-210
|
-3%
|
|
|
422
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$647K
|
-$36.9K
|
-458
|
-5%
|
|
|
423
|
Duncker Streett & Co
St. Louis,
Missouri
|
$642K
|
-$40.3K
|
-500
|
-6%
|
|
|
424
|
Alpha Cubed Investments
Irvine,
California
|
$637K
|
-$15.4K
|
-191
|
-2%
|
|
|
425
|
Toews Corporation
Northfield,
New Jersey
|
$631K
|
+$630K
|
+7,813
|
New
|
|
