|
201
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$520K
|
–
|
–
|
–
|
|
|
202
|
Advisory Services Network
Atlanta,
Georgia
|
$510K
|
+$88.9K
|
+1,162
|
+21%
|
|
|
203
|
|
$491K
|
+$123K
|
+1,614
|
+33%
|
|
|
204
|
Addison Advisors
Middlebury,
Vermont
|
$481K
|
-$383
|
-5
|
-0.1%
|
|
|
205
|
Davis Investment Partners
Charlotte,
North Carolina
|
$475K
|
–
|
–
|
–
|
|
|
206
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$463K
|
+$995
|
+13
|
+0.2%
|
|
|
207
|
Kaizen Financial Strategies
Campbell,
California
|
$461K
|
+$39.3K
|
+514
|
+9%
|
|
|
208
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$457K
|
+$3.83K
|
+50
|
+0.8%
|
|
|
209
|
Geneos Wealth Management
Englewood,
Colorado
|
$446K
|
+$10.8K
|
+141
|
+2%
|
|
|
210
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$443K
|
+$448K
|
+5,860
|
New
|
|
|
211
|
American Money Management
Rancho Santa Fe,
California
|
$428K
|
–
|
–
|
–
|
|
|
212
|
Means Investment Company
Bangor,
Maine
|
$418K
|
+$71.5K
|
+935
|
+20%
|
|
|
213
|
Promethium Advisors
Bethesda,
Maryland
|
$415K
|
-$1.53K
|
-20
|
-0.4%
|
|
|
214
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$410K
|
+$172K
|
+2,251
|
+71%
|
|
|
215
|
Coldstream Capital Management
Bellevue,
Washington
|
$409K
|
–
|
–
|
–
|
|
|
216
|
MAI Capital Management
Independence,
Ohio
|
$389K
|
+$48.6K
|
+635
|
+14%
|
|
|
217
|
Transcend Capital Advisors
Madison,
New Jersey
|
$379K
|
-$11.9K
|
-155
|
-3%
|
|
|
218
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$379K
|
+$153
|
+2
|
+0%
|
|
|
219
|
Avalon Trust
Santa Fe,
New Mexico
|
$378K
|
–
|
–
|
–
|
|
|
220
|
LexAurum Advisors
Overland Park,
Kansas
|
$376K
|
-$77
|
-1
|
-0%
|
|
|
221
|
Kaydan Wealth Management
Fenton,
Michigan
|
$374K
|
–
|
–
|
–
|
|
|
222
|
TAP Consulting
Kirkwood,
Missouri
|
$371K
|
+$765
|
+10
|
+0.2%
|
|
|
223
|
Horizon Family Wealth
Chicago,
Illinois
|
$370K
|
+$82.4K
|
+1,077
|
+28%
|
|
|
224
|
Montis Financial
Waltham,
Massachusetts
|
$370K
|
+$375K
|
+4,896
|
New
|
|
|
225
|
Jones Financial Companies
Des Peres,
Missouri
|
$363K
|
+$190K
|
+2,484
|
+107%
|
|
