|
201
|
Mayport LLC
Newton,
Massachusetts
|
$494K
|
-$69K
|
-1,589
|
-13%
|
|
|
202
|
1ST Source Bank
South Bend,
Indiana
|
$488K
|
–
|
–
|
–
|
|
|
203
|
Diversified Trust
Memphis,
Tennessee
|
$485K
|
-$13K
|
-300
|
-3%
|
|
|
204
|
Carr Financial Group
Worcester,
Massachusetts
|
$477K
|
+$94K
|
+2,165
|
+26%
|
|
|
205
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$477K
|
+$87.3K
|
+2,010
|
+23%
|
|
|
206
|
Hill Island Financial
Grand Rapids,
Michigan
|
$474K
|
+$61.8K
|
+1,423
|
+16%
|
|
|
207
|
Coldstream Capital Management
Bellevue,
Washington
|
$468K
|
–
|
–
|
–
|
|
|
208
|
Shira Ridge Wealth Management
Larkspur,
California
|
$467K
|
+$450K
|
+10,367
|
New
|
|
|
209
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$462K
|
-$13K
|
-300
|
-3%
|
|
|
210
|
Farmers National Bank
Danville,
Kentucky
|
$459K
|
-$4K
|
-92
|
-0.9%
|
|
|
211
|
Davenport & Co
Richmond,
Virginia
|
$458K
|
-$1.22K
|
-28
|
-0.3%
|
|
|
212
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$454K
|
+$88.3K
|
+2,032
|
+25%
|
|
|
213
|
|
$451K
|
-$3.43K
|
-79
|
-0.8%
|
|
|
214
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$440K
|
-$10.6K
|
-243
|
-2%
|
|
|
215
|
Emergent Wealth Advisors
Williamsville,
New York
|
$431K
|
+$8.25K
|
+190
|
+2%
|
|
|
216
|
RWA Wealth Partners
Newton,
Massachusetts
|
$429K
|
–
|
–
|
–
|
|
|
217
|
Montecito Bank & Trust
Santa Barbara,
California
|
$422K
|
+$407K
|
+9,370
|
New
|
|
|
218
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$421K
|
–
|
–
|
–
|
|
|
219
|
NorthRock Partners
Minneapolis,
Minnesota
|
$421K
|
+$171K
|
+3,930
|
+73%
|
|
|
220
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$413K
|
-$8.47K
|
-195
|
-2%
|
|
|
221
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$410K
|
-$46K
|
-1,060
|
-10%
|
|
|
222
|
LongView Wealth Management
Atlanta,
Georgia
|
$408K
|
+$825
|
+19
|
+0.2%
|
|
|
223
|
Rockefeller Capital Management
New York
|
$408K
|
+$393K
|
+9,045
|
New
|
|
|
224
|
Farther Finance Advisors
San Francisco,
California
|
$407K
|
+$174K
|
+4,011
|
+80%
|
|
|
225
|
|
$393K
|
+$21.5K
|
+496
|
+6%
|
|
