|
1701
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$322K
|
+$335K
|
+2,745
|
New
|
|
|
1702
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$322K
|
+$335K
|
+2,744
|
New
|
|
|
1703
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$321K
|
+$334K
|
+2,739
|
New
|
|
|
1704
|
Private Capital Management (Florida)
Naples,
Florida
|
$321K
|
–
|
–
|
–
|
|
|
1705
|
Sovran Advisors
San Diego,
California
|
$320K
|
+$16.2K
|
+133
|
+5%
|
|
|
1706
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$320K
|
-$102K
|
-837
|
-23%
|
|
|
1707
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$320K
|
+$70.2K
|
+575
|
+27%
|
|
|
1708
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$319K
|
+$611
|
+5
|
+0.2%
|
|
|
1709
|
IFC Advisors
Los Angeles,
California
|
$318K
|
-$14.9K
|
-122
|
-4%
|
|
|
1710
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$318K
|
+$75.5K
|
+618
|
+29%
|
|
|
1711
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$317K
|
-$20.1K
|
-165
|
-6%
|
|
|
1712
|
Clearstead Trust
Portland,
Maine
|
$317K
|
-$4.27K
|
-35
|
-1%
|
|
|
1713
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$317K
|
-$18.3K
|
-150
|
-5%
|
|
|
1714
|
Smith Asset Management
Chiefland,
Florida
|
$317K
|
-$18.9K
|
-155
|
-5%
|
|
|
1715
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$316K
|
+$330K
|
+2,700
|
New
|
|
|
1716
|
Channel Wealth
Santa Barbara,
California
|
$316K
|
-$53.7K
|
-440
|
-14%
|
|
|
1717
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$316K
|
-$188K
|
-1,540
|
-36%
|
|
|
1718
|
William Allan Corp
Fort Collins,
Colorado
|
$316K
|
+$8.18K
|
+67
|
+3%
|
|
|
1719
|
Horizon Investment Services
Hammond,
Indiana
|
$315K
|
-$5.98K
|
-49
|
-2%
|
|
|
1720
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$315K
|
-$42K
|
-344
|
-11%
|
|
|
1721
|
Searle & Co
Greenwich,
Connecticut
|
$315K
|
-$12.2K
|
-100
|
-4%
|
|
|
1722
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$315K
|
–
|
–
|
–
|
|
|
1723
|
SpringVest Wealth Management
Dallas,
Texas
|
$314K
|
+$855
|
+7
|
+0.3%
|
|
|
1724
|
Pine Valley Investments
Marlton,
New Jersey
|
$314K
|
-$12.5K
|
-102
|
-4%
|
|
|
1725
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$313K
|
-$39.4K
|
-323
|
-11%
|
|
