|
876
|
Legacy Wealth Planning
Reno,
Nevada
|
$250K
|
–
|
–
|
–
|
|
|
877
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$249K
|
–
|
–
|
–
|
|
|
878
|
First American Trust
Santa Ana,
California
|
$248K
|
–
|
–
|
–
|
|
|
879
|
White Pine Capital
Bloomington,
Minnesota
|
$247K
|
+$232K
|
+9,555
|
New
|
|
|
880
|
EP Wealth Advisors
Torrance,
California
|
$247K
|
+$232K
|
+9,564
|
New
|
|
|
881
|
Laidlaw Wealth Management
New York City,
New York
|
$247K
|
+$233K
|
+9,580
|
New
|
|
|
882
|
Novare Capital Management
Charlotte,
North Carolina
|
$246K
|
–
|
–
|
–
|
|
|
883
|
Sittner & Nelson
Eugene,
Oregon
|
$245K
|
–
|
–
|
–
|
|
|
884
|
Southland Equity Partners
Wildwood,
Missouri
|
$245K
|
+$4.35K
|
+179
|
+2%
|
|
|
885
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$243K
|
+$228K
|
+9,407
|
New
|
|
|
886
|
TrinityPoint Wealth
Milford,
Connecticut
|
$243K
|
+$228K
|
+9,410
|
New
|
|
|
887
|
Omnia Family Wealth
Aventura,
Florida
|
$242K
|
-$4.95K
|
-204
|
-2%
|
|
|
888
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$242K
|
+$228K
|
+9,377
|
New
|
|
|
889
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$241K
|
–
|
–
|
–
|
|
|
890
|
Aviance Capital Partners
Naples,
Florida
|
$241K
|
+$1.33K
|
+55
|
+0.6%
|
|
|
891
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$241K
|
+$226K
|
+9,322
|
New
|
|
|
892
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$241K
|
+$227K
|
+9,351
|
New
|
|
|
893
|
Port Capital
Chicago,
Illinois
|
$239K
|
–
|
–
|
–
|
|
|
894
|
American Research & Management Company
Marion,
Massachusetts
|
$238K
|
+$24.3K
|
+1,000
|
+12%
|
|
|
895
|
Pavion Blue Capital
Newport Beach,
California
|
$238K
|
+$224K
|
+9,226
|
New
|
|
|
896
|
Summitry LLC
Foster City,
California
|
$236K
|
+$777
|
+32
|
+0.4%
|
|
|
897
|
Bristlecone Advisors
Bellevue,
Washington
|
$235K
|
+$221K
|
+9,104
|
New
|
|
|
898
|
TD Asset Management
Toronto,
Ontario, Canada
|
$234K
|
-$17K
|
-700
|
-7%
|
|
|
899
|
S.A. Mason
Holland,
Michigan
|
$233K
|
–
|
–
|
–
|
|
|
900
|
LexAurum Advisors
Overland Park,
Kansas
|
$233K
|
+$219K
|
+9,030
|
New
|
|
