|
401
|
Boston Financial Management
Boston,
Massachusetts
|
$357K
|
-$44.1K
|
-572
|
-11%
|
|
|
402
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$354K
|
-$21.7K
|
-282
|
-6%
|
|
|
403
|
PSI Advisors
Tampa,
Florida
|
$354K
|
+$77
|
+1
|
+0%
|
|
|
404
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$353K
|
-$57.3K
|
-744
|
-14%
|
|
|
405
|
King Wealth Management Group
Naples,
Florida
|
$352K
|
–
|
–
|
–
|
|
|
406
|
First Horizon Advisors
Memphis,
Tennessee
|
$350K
|
-$462
|
-6
|
-0.1%
|
|
|
407
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$349K
|
–
|
–
|
–
|
|
|
408
|
Clear Perspective Advisors
Aurora,
Illinois
|
$348K
|
+$15.9K
|
+207
|
+5%
|
|
|
409
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$344K
|
-$4.93K
|
-64
|
-1%
|
|
|
410
|
Eaton Vance Management
Boston,
Massachusetts
|
$344K
|
–
|
–
|
–
|
|
|
411
|
Altium Wealth Management
Purchase,
New York
|
$336K
|
–
|
–
|
–
|
|
|
412
|
Bay Colony Advisors
Concord,
Massachusetts
|
$336K
|
+$31.2K
|
+405
|
+10%
|
|
|
413
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$332K
|
+$26.6K
|
+345
|
+9%
|
|
|
414
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$330K
|
+$325K
|
+4,216
|
New
|
|
|
415
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$328K
|
-$5.16K
|
-67
|
-2%
|
|
|
416
|
Wealthcare Capital Management
Richmond,
Virginia
|
$328K
|
-$5.08K
|
-66
|
-2%
|
|
|
417
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$328K
|
+$74.4K
|
+966
|
+30%
|
|
|
418
|
Holt Capital Partners
Fort Worth,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
419
|
Northeast Financial Consultants
Westport,
Connecticut
|
$318K
|
–
|
–
|
–
|
|
|
420
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$316K
|
+$80.3K
|
+1,043
|
+35%
|
|
|
421
|
Total Wealth Planning
Cincinnati,
Ohio
|
$313K
|
–
|
–
|
–
|
|
|
422
|
Fiduciary Trust
Boston,
Massachusetts
|
$312K
|
–
|
–
|
–
|
|
|
423
|
Mission Wealth Management
Santa Barbara,
California
|
$312K
|
–
|
–
|
–
|
|
|
424
|
Glassman Wealth Services
Vienna,
Virginia
|
$308K
|
–
|
–
|
–
|
|
|
425
|
Dowling & Yahnke
San Diego,
California
|
$307K
|
-$165K
|
-2,148
|
-35%
|
|
