|
1001
|
Confluence Wealth Management
Portland,
Oregon
|
$250K
|
+$9.04K
|
+225
|
+4%
|
|
|
1002
|
TrueWealth LLC
Atlanta,
Georgia
|
$249K
|
–
|
–
|
–
|
|
|
1003
|
|
$246K
|
+$8.64K
|
+215
|
+4%
|
|
|
1004
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$245K
|
+$804
|
+20
|
+0.3%
|
|
|
1005
|
Everett Harris & Co
Los Angeles,
California
|
$244K
|
–
|
–
|
–
|
|
|
1006
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$244K
|
+$243K
|
+6,055
|
New
|
|
|
1007
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$243K
|
-$603
|
-15
|
-0.2%
|
|
|
1008
|
American Economic Planning Group
Warren,
New Jersey
|
$243K
|
+$402
|
+10
|
+0.2%
|
|
|
1009
|
Harborview Advisors
Portland,
Maine
|
$242K
|
-$11.3K
|
-280
|
-4%
|
|
|
1010
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$241K
|
–
|
–
|
–
|
|
|
1011
|
NewFocus Financial Group
Vancouver,
Washington
|
$241K
|
+$14.9K
|
+370
|
+7%
|
|
|
1012
|
Fusion Family Wealth
Woodbury,
New York
|
$240K
|
-$114K
|
-2,830
|
-32%
|
|
|
1013
|
Howland Capital Management
Boston,
Massachusetts
|
$240K
|
-$26.5K
|
-660
|
-10%
|
|
|
1014
|
Meridian Wealth Management
Lexington,
Kentucky
|
$239K
|
-$85.2K
|
-2,120
|
-26%
|
|
|
1015
|
|
$238K
|
-$28.1K
|
-700
|
-11%
|
|
|
1016
|
AssetMark Inc
Concord,
California
|
$238K
|
-$804
|
-20
|
-0.3%
|
|
|
1017
|
Kalos Management
Alpharetta,
Georgia
|
$238K
|
+$238K
|
+5,915
|
New
|
|
|
1018
|
Planning Directions
Glen Mills,
Pennsylvania
|
$237K
|
+$236K
|
+5,875
|
New
|
|
|
1019
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$237K
|
+$237K
|
+5,895
|
New
|
|
|
1020
|
Douglass Winthrop Advisors
New York
|
$236K
|
+$235K
|
+5,850
|
New
|
|
|
1021
|
Fairview Capital Investment Management
Greenbrae,
California
|
$234K
|
–
|
–
|
–
|
|
|
1022
|
Holloway Wealth Management
Gainesville,
Florida
|
$234K
|
–
|
–
|
–
|
|
|
1023
|
Private Ocean
San Rafael,
California
|
$233K
|
+$201
|
+5
|
+0.1%
|
|
|
1024
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$233K
|
+$233K
|
+5,795
|
New
|
|
|
1025
|
Hills Bank & Trust
North Liberty,
Iowa
|
$231K
|
–
|
–
|
–
|
|
