|
526
|
Fort Point Capital Partners
San Francisco,
California
|
$1.23M
|
+$83.5K
|
+1,370
|
+8%
|
|
|
527
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.23M
|
+$854
|
+14
|
+0.1%
|
|
|
528
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
529
|
Claro Advisors
Boston,
Massachusetts
|
$1.22M
|
+$67.9K
|
+1,113
|
+6%
|
|
|
530
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.22M
|
-$28.9K
|
-474
|
-2%
|
|
|
531
|
Lido Advisors
Los Angeles,
California
|
$1.22M
|
+$30.6K
|
+502
|
+3%
|
|
|
532
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$1.21M
|
+$51.8K
|
+850
|
+5%
|
|
|
533
|
Essex Savings Bank
Essex,
Connecticut
|
$1.2M
|
+$59.5K
|
+975
|
+5%
|
|
|
534
|
Sequent Planning
Omaha,
Nebraska
|
$1.2M
|
+$146K
|
+2,392
|
+15%
|
|
|
535
|
First National Trust
Hermitage,
Pennsylvania
|
$1.2M
|
+$116K
|
+1,902
|
+11%
|
|
|
536
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.19M
|
+$160K
|
+2,623
|
+16%
|
|
|
537
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$1.18M
|
-$2.13K
|
-35
|
-0.2%
|
|
|
538
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.18M
|
+$190K
|
+3,119
|
+20%
|
|
|
539
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$1.17M
|
-$42.5K
|
-697
|
-4%
|
|
|
540
|
Parallel Advisors
San Francisco,
California
|
$1.17M
|
-$230K
|
-3,766
|
-17%
|
|
|
541
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$1.16M
|
-$214K
|
-3,513
|
-17%
|
|
|
542
|
Midwest Trust
Overland Park,
Kansas
|
$1.16M
|
+$1.1M
|
+18,105
|
New
|
|
|
543
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.15M
|
+$316K
|
+5,185
|
+40%
|
|
|
544
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$1.15M
|
+$679K
|
+11,141
|
+162%
|
|
|
545
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.14M
|
+$1.09M
|
+17,859
|
New
|
|
|
546
|
Pasadena Private Wealth
Pasadena,
California
|
$1.14M
|
-$12.4K
|
-203
|
-1%
|
|
|
547
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.13M
|
+$28.7K
|
+471
|
+3%
|
|
|
548
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.12M
|
+$202K
|
+3,312
|
+23%
|
|
|
549
|
IFG Advisory
Atlanta,
Georgia
|
$1.12M
|
+$107K
|
+1,759
|
+11%
|
|
|
550
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.12M
|
+$20.7K
|
+340
|
+2%
|
|
