|
201
|
Leavell Investment Management
Mobile,
Alabama
|
$371K
|
–
|
–
|
–
|
|
|
202
|
SVA Wealth Management
Madison,
Wisconsin
|
$363K
|
-$45.6K
|
-885
|
-11%
|
|
|
203
|
Middleton & Co
Boston,
Massachusetts
|
$340K
|
–
|
–
|
–
|
|
|
204
|
Koshinski Asset Management
Decatur,
Illinois
|
$340K
|
+$103K
|
+1,994
|
+44%
|
|
|
205
|
Signet Financial Management
Parsippany,
New Jersey
|
$339K
|
-$26.3K
|
-510
|
-7%
|
|
|
206
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$327K
|
+$325K
|
+6,305
|
New
|
|
|
207
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$326K
|
–
|
–
|
–
|
|
|
208
|
|
$322K
|
+$43.3K
|
+841
|
+16%
|
|
|
209
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$318K
|
–
|
–
|
–
|
|
|
210
|
Advisory Alpha
Holland,
Michigan
|
$312K
|
+$112K
|
+2,170
|
+49%
|
|
|
211
|
WesBanco Bank
Wheeling,
West Virginia
|
$309K
|
-$21.7K
|
-422
|
-7%
|
|
|
212
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$293K
|
–
|
–
|
–
|
|
|
213
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$291K
|
-$7.83K
|
-152
|
-3%
|
|
|
214
|
Raffa Wealth Management
Washington,
District of Columbia
|
$287K
|
–
|
–
|
–
|
|
|
215
|
Personal Financial Consultants
Lafayette,
California
|
$286K
|
+$284K
|
+5,504
|
New
|
|
|
216
|
TrueWealth LLC
Atlanta,
Georgia
|
$272K
|
-$13.9K
|
-270
|
-5%
|
|
|
217
|
Boltwood Capital Management
Walnut Creek,
California
|
$272K
|
–
|
–
|
–
|
|
|
218
|
Wealth Architects
Mountain View,
California
|
$269K
|
+$14K
|
+271
|
+6%
|
|
|
219
|
Paulson Wealth Management
Wheaton,
Illinois
|
$266K
|
+$61.9K
|
+1,201
|
+28%
|
|
|
220
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$265K
|
+$14.9K
|
+290
|
+6%
|
|
|
221
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$264K
|
+$262K
|
+5,089
|
New
|
|
|
222
|
Gofen & Glossberg
Chicago,
Illinois
|
$248K
|
+$246K
|
+4,771
|
New
|
|
|
223
|
Financial Advocates Investment Management
Olympia,
Washington
|
$243K
|
-$222K
|
-4,314
|
-48%
|
|
|
224
|
Avior Wealth Management
Omaha,
Nebraska
|
$239K
|
+$876
|
+17
|
+0.4%
|
|
|
225
|
Evercore Wealth Management
New York
|
$227K
|
–
|
–
|
–
|
|
