|
476
|
Mission Wealth Management
Santa Barbara,
California
|
$714K
|
+$34.7K
|
+287
|
+5%
|
|
|
477
|
Hardy Reed
Tupelo,
Mississippi
|
$712K
|
–
|
–
|
–
|
|
|
478
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$710K
|
–
|
–
|
–
|
|
|
479
|
Capital Planning Advisors
Roseville,
California
|
$700K
|
–
|
–
|
–
|
|
|
480
|
Boston Family Office
Boston,
Massachusetts
|
$696K
|
–
|
–
|
–
|
|
|
481
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$696K
|
+$14.9K
|
+123
|
+2%
|
|
|
482
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$695K
|
+$656K
|
+5,425
|
New
|
|
|
483
|
Intellectus Partners
San Francisco,
California
|
$695K
|
+$656K
|
+5,425
|
New
|
|
|
484
|
Evanson Asset Management
Carmel,
California
|
$686K
|
+$306K
|
+2,527
|
+89%
|
|
|
485
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$682K
|
+$644K
|
+5,328
|
New
|
|
|
486
|
Prospera Financial Services
Dallas,
Texas
|
$675K
|
+$578K
|
+4,780
|
+972%
|
|
|
487
|
Venture Visionary Partners
Sylvania,
Ohio
|
$671K
|
+$634K
|
+5,242
|
New
|
|
|
488
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$670K
|
-$41.7K
|
-345
|
-6%
|
|
|
489
|
Koshinski Asset Management
Decatur,
Illinois
|
$668K
|
+$228K
|
+1,885
|
+57%
|
|
|
490
|
Disciplined Investments
Tulsa,
Oklahoma
|
$664K
|
+$55.9K
|
+462
|
+10%
|
|
|
491
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$661K
|
-$125K
|
-1,035
|
-17%
|
|
|
492
|
Windsor Creek Advisors
Bethel,
Vermont
|
$661K
|
+$624K
|
+5,161
|
New
|
|
|
493
|
Source Financial Advisors
New York
|
$660K
|
+$624K
|
+5,158
|
New
|
|
|
494
|
GeoWealth Management
Chicago,
Illinois
|
$657K
|
+$620K
|
+5,127
|
New
|
|
|
495
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$656K
|
+$247K
|
+2,044
|
+66%
|
|
|
496
|
Whittier Trust
South Pasadena,
California
|
$650K
|
–
|
–
|
–
|
|
|
497
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$641K
|
+$605K
|
+5,005
|
New
|
|
|
498
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$635K
|
-$59.3K
|
-490
|
-9%
|
|
|
499
|
CX Institutional
Auburn,
Indiana
|
$629K
|
+$594K
|
+4,911
|
New
|
|
|
500
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$629K
|
+$594K
|
+4,913
|
New
|
|
