|
301
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.08M
|
-$315K
|
-4,470
|
-23%
|
|
|
302
|
WealthShield Partners
Cary,
North Carolina
|
$1.07M
|
+$1.02M
|
+14,539
|
New
|
|
|
303
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.05M
|
-$247K
|
-3,502
|
-20%
|
|
|
304
|
Sanford Advisory Services
Portage,
Michigan
|
$1.04M
|
+$9.98M
|
+141,636
|
New
|
|
|
305
|
Pacific Center for Financial Services
San Ramon,
California
|
$996K
|
-$31.4K
|
-446
|
-3%
|
|
|
306
|
BCGM Wealth Management
Lafayette,
Indiana
|
$988K
|
+$933K
|
+13,240
|
New
|
|
|
307
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$973K
|
+$110K
|
+1,566
|
+13%
|
|
|
308
|
Park Avenue Securities
New York
|
$960K
|
+$130K
|
+1,848
|
+16%
|
|
|
309
|
Donor Advised Charitable Giving
San Francisco,
California
|
$946K
|
–
|
–
|
–
|
|
|
310
|
Center for Financial Planning
Southfied,
Michigan
|
$946K
|
+$16K
|
+227
|
+2%
|
|
|
311
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$925K
|
+$887K
|
+12,595
|
New
|
|
|
312
|
Defined Wealth Management
Beaverton,
Oregon
|
$925K
|
+$888K
|
+12,605
|
New
|
|
|
313
|
Fairview Capital Investment Management
Greenbrae,
California
|
$910K
|
-$10.6K
|
-150
|
-1%
|
|
|
314
|
Kalos Management
Alpharetta,
Georgia
|
$898K
|
-$259K
|
-3,673
|
-23%
|
|
|
315
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$884K
|
-$1.15M
|
-16,357
|
-58%
|
|
|
316
|
Eaton Vance Management
Boston,
Massachusetts
|
$876K
|
+$282
|
+4
|
+0%
|
|
|
317
|
World Investment Advisors
Santa Barbara,
California
|
$874K
|
+$825K
|
+11,709
|
New
|
|
|
318
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$871K
|
+$836K
|
+11,871
|
New
|
|
|
319
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$861K
|
+$33.8K
|
+480
|
+4%
|
|
|
320
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$855K
|
-$36K
|
-511
|
-4%
|
|
|
321
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$854K
|
-$811K
|
-11,507
|
-50%
|
|
|
322
|
Homrich & Berg
Atlanta,
Georgia
|
$829K
|
+$795K
|
+11,286
|
New
|
|
|
323
|
|
$815K
|
+$111K
|
+1,572
|
+16%
|
|
|
324
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$812K
|
–
|
–
|
–
|
|
|
325
|
Black Diamond Financial
Towson,
Maryland
|
$791K
|
–
|
–
|
–
|
|
