|
326
|
EP Wealth Advisors
Torrance,
California
|
$415K
|
+$396K
|
+10,912
|
New
|
|
|
327
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$399K
|
+$381K
|
+10,512
|
New
|
|
|
328
|
Concurrent Investment Advisors
Tampa,
Florida
|
$398K
|
+$16.7K
|
+461
|
+5%
|
|
|
329
|
Brookstone Capital Management
Wheaton,
Illinois
|
$388K
|
-$24.4K
|
-674
|
-6%
|
|
|
330
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$386K
|
+$1.63K
|
+45
|
+0.4%
|
|
|
331
|
Samalin Investment Counsel
Chappaqua,
New York
|
$384K
|
+$7.36K
|
+203
|
+2%
|
|
|
332
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$373K
|
+$356K
|
+9,814
|
New
|
|
|
333
|
Entelevest
Coral Gables,
Florida
|
$371K
|
+$354K
|
+9,756
|
New
|
|
|
334
|
Triad Wealth Partners
Lawrence,
Kansas
|
$358K
|
+$13.7K
|
+378
|
+4%
|
|
|
335
|
Bay Colony Advisors
Concord,
Massachusetts
|
$353K
|
-$818K
|
-22,545
|
-71%
|
|
|
336
|
Sutton Place Investors
Katonah,
New York
|
$344K
|
+$15.5K
|
+428
|
+5%
|
|
|
337
|
GEN Financial Management
Plymouth,
Minnesota
|
$315K
|
–
|
–
|
–
|
|
|
338
|
TCFG Wealth Management
Laguna Niguel,
California
|
$311K
|
-$16.2K
|
-448
|
-5%
|
|
|
339
|
Savvy Advisors Inc
New York
|
$303K
|
+$289K
|
+7,977
|
New
|
|
|
340
|
Lazari Capital Management
Woodland Hills,
California
|
$298K
|
-$42.9K
|
-1,183
|
-13%
|
|
|
341
|
|
$296K
|
+$282K
|
+7,783
|
New
|
|
|
342
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$289K
|
-$5K
|
-138
|
-2%
|
|
|
343
|
Wells Fargo
San Francisco,
California
|
$284K
|
+$153K
|
+4,211
|
+129%
|
|
|
344
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$283K
|
–
|
–
|
–
|
|
|
345
|
Advyzon Investment Management
Lisle,
Illinois
|
$279K
|
–
|
–
|
–
|
|
|
346
|
SYM Financial Corp
Winona Lake,
Indiana
|
$278K
|
-$12.8K
|
-353
|
-5%
|
|
|
347
|
Choreo LLC
Rockford,
Illinois
|
$270K
|
+$13.3K
|
+368
|
+6%
|
|
|
348
|
Fisher Asset Management
Camas,
Washington
|
$269K
|
+$257K
|
+7,086
|
New
|
|
|
349
|
M Wealth Management LLC
San Diego,
California
|
$264K
|
–
|
–
|
–
|
|
|
350
|
New Dimensions Wealth Management
Allen,
Texas
|
$261K
|
–
|
–
|
–
|
|
