|
351
|
Montis Financial
Waltham,
Massachusetts
|
$206K
|
+$199K
|
+1,178
|
New
|
|
|
352
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$201K
|
+$195K
|
+1,153
|
New
|
|
|
353
|
Concord Wealth Partners
Abingdon,
Virginia
|
$200K
|
+$338
|
+2
|
+0.2%
|
|
|
354
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$192K
|
-$5.24K
|
-31
|
-3%
|
|
|
355
|
Pathway Financial Advisers
Auburn,
Indiana
|
$179K
|
-$676
|
-4
|
-0.4%
|
|
|
356
|
Abound Wealth Management
Franklin,
Tennessee
|
$177K
|
+$171K
|
+1,014
|
New
|
|
|
357
|
American National Bank & Trust
Wichita Falls,
Texas
|
$176K
|
+$24K
|
+142
|
+16%
|
|
|
358
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$171K
|
-$19.8K
|
-117
|
-11%
|
|
|
359
|
Archer Investment Corporation
Carmel,
Indiana
|
$168K
|
-$24K
|
-142
|
-13%
|
|
|
360
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$157K
|
–
|
–
|
–
|
|
|
361
|
North Star Investment Management
Chicago,
Illinois
|
$155K
|
–
|
–
|
–
|
|
|
362
|
BOK Financial Private Wealth
Denver,
Colorado
|
$150K
|
–
|
–
|
–
|
|
|
363
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$148K
|
–
|
–
|
–
|
|
|
364
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$146K
|
–
|
–
|
–
|
|
|
365
|
Venturi Wealth Management
Austin,
Texas
|
$133K
|
+$110K
|
+648
|
+559%
|
|
|
366
|
Private Trust Company
Cleveland,
Ohio
|
$133K
|
–
|
–
|
–
|
|
|
367
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$130K
|
+$169
|
+1
|
+0.1%
|
|
|
368
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$129K
|
–
|
–
|
–
|
|
|
369
|
Huntington National Bank
Columbus,
Ohio
|
$120K
|
–
|
–
|
–
|
|
|
370
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$114K
|
–
|
–
|
–
|
|
|
371
|
AssetMark Inc
Concord,
California
|
$107K
|
+$63.5K
|
+376
|
+159%
|
|
|
372
|
CVA Family Office
Denver,
Colorado
|
$99.1K
|
–
|
–
|
–
|
|
|
373
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$98.7K
|
+$169
|
+1
|
+0.2%
|
|
|
374
|
Colonial Trust
Spartanburg,
South Carolina
|
$96K
|
–
|
–
|
–
|
|
|
375
|
FSA Wealth Management
Needham,
Massachusetts
|
$89.6K
|
+$86.9K
|
+514
|
New
|
|
