|
351
|
Falcon Wealth Planning
Ontario,
California
|
$363K
|
+$19.5K
|
+380
|
+6%
|
|
|
352
|
WhitTier Trust Company
Reno,
Nevada
|
$360K
|
–
|
–
|
–
|
|
|
353
|
FC Advisory
West Chester,
Pennsylvania
|
$359K
|
+$9.4K
|
+183
|
+3%
|
|
|
354
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$348K
|
+$135K
|
+2,630
|
+64%
|
|
|
355
|
MGO Private Wealth
Irvine,
California
|
$347K
|
-$19.4K
|
-377
|
-5%
|
|
|
356
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$342K
|
-$30.2K
|
-588
|
-8%
|
|
|
357
|
PFG Investments
Woodbury,
New York
|
$342K
|
+$341K
|
+6,636
|
New
|
|
|
358
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$334K
|
–
|
–
|
–
|
|
|
359
|
Paladin Advisory Group
Clive,
Iowa
|
$334K
|
+$57.9K
|
+1,126
|
+21%
|
|
|
360
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$334K
|
–
|
–
|
–
|
|
|
361
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$331K
|
–
|
–
|
–
|
|
|
362
|
Lee Financial
Dallas,
Texas
|
$327K
|
–
|
–
|
–
|
|
|
363
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$325K
|
+$324K
|
+6,303
|
New
|
|
|
364
|
KPP Advisory Services
Louisville,
Kentucky
|
$321K
|
+$316K
|
+6,139
|
New
|
|
|
365
|
Harbour Investments
Madison,
Wisconsin
|
$320K
|
+$160K
|
+3,108
|
+100%
|
|
|
366
|
Ancora Advisors
Cleveland,
Ohio
|
$318K
|
+$17.4K
|
+338
|
+6%
|
|
|
367
|
Hofer & Associates
Thousand Oaks,
California
|
$317K
|
-$11K
|
-214
|
-3%
|
|
|
368
|
Panoramic Investment Advisors
Denver,
Colorado
|
$315K
|
+$1.85K
|
+36
|
+0.6%
|
|
|
369
|
Meridian Management
Little Rock,
Arkansas
|
$315K
|
+$103
|
+2
|
+0%
|
|
|
370
|
Ceeto Capital Group
Coral Gables,
Florida
|
$310K
|
–
|
–
|
–
|
|
|
371
|
Snowden Capital Advisors
New York
|
$307K
|
+$23.9K
|
+465
|
+9%
|
|
|
372
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$306K
|
-$15.4K
|
-300
|
-5%
|
|
|
373
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$304K
|
-$343K
|
-6,679
|
-52%
|
|
|
374
|
Meridian Financial
Holliston,
Massachusetts
|
$304K
|
+$302K
|
+5,882
|
New
|
|
|
375
|
IHT Wealth Management
Chicago,
Illinois
|
$302K
|
-$172K
|
-3,345
|
-36%
|
|
