|
301
|
Wealth Effects
Boston,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
302
|
Strategic Blueprint
Atlanta,
Georgia
|
$213K
|
+$213K
|
+8,590
|
New
|
|
|
303
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$212K
|
–
|
–
|
–
|
|
|
304
|
Private Trust Company
Cleveland,
Ohio
|
$211K
|
+$22.3K
|
+902
|
+12%
|
|
|
305
|
Avior Wealth Management
Omaha,
Nebraska
|
$209K
|
–
|
–
|
–
|
|
|
306
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$207K
|
-$207K
|
-8,350
|
-50%
|
|
|
307
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$207K
|
-$152K
|
-6,134
|
-42%
|
|
|
308
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$205K
|
+$206K
|
+8,308
|
New
|
|
|
309
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$205K
|
+$204K
|
+8,249
|
New
|
|
|
310
|
Autumn Glory Partners
Dallas,
Texas
|
$203K
|
–
|
–
|
–
|
|
|
311
|
Cypress Wealth Services
Palm Desert,
California
|
$203K
|
–
|
–
|
–
|
|
|
312
|
BSW Wealth Partners
Boulder,
Colorado
|
$202K
|
+$202K
|
+8,161
|
New
|
|
|
313
|
Ballast Advisors
Woodbury,
Minnesota
|
$193K
|
+$193K
|
+7,776
|
New
|
|
|
314
|
Addison Advisors
Middlebury,
Vermont
|
$191K
|
-$16.4K
|
-661
|
-8%
|
|
|
315
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$186K
|
–
|
–
|
–
|
|
|
316
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$173K
|
-$3.86K
|
-156
|
-2%
|
|
|
317
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$161K
|
+$70.1K
|
+2,831
|
+77%
|
|
|
318
|
Front Row Advisors
Tiburon,
California
|
$155K
|
+$10.3K
|
+415
|
+7%
|
|
|
319
|
Legacy Bridge
West Des Moines,
Iowa
|
$153K
|
+$19.8K
|
+800
|
+15%
|
|
|
320
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$153K
|
+$46.6K
|
+1,883
|
+44%
|
|
|
321
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$146K
|
+$149
|
+6
|
+0.1%
|
|
|
322
|
Bogart Wealth LLC
Mclean,
Virginia
|
$133K
|
+$15K
|
+606
|
+13%
|
|
|
323
|
Global Assets Advisory
Orlando,
Florida
|
$126K
|
+$126K
|
+5,104
|
New
|
|
|
324
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$121K
|
–
|
–
|
–
|
|
|
325
|
Harbour Investments
Madison,
Wisconsin
|
$120K
|
+$24K
|
+969
|
+25%
|
|
