|
851
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$607K
|
–
|
–
|
–
|
|
|
852
|
FDx Advisors
Chicago,
Illinois
|
$606K
|
+$627K
|
+8,854
|
New
|
|
|
853
|
|
$605K
|
-$4.81K
|
-68
|
-0.8%
|
|
|
854
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$604K
|
+$212
|
+3
|
+0%
|
|
|
855
|
Montag & Associates
Atlanta,
Georgia
|
$604K
|
–
|
–
|
–
|
|
|
856
|
West Coast Financial
Santa Barbara,
California
|
$600K
|
-$30.4K
|
-430
|
-5%
|
|
|
857
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$594K
|
-$91.2K
|
-1,289
|
-13%
|
|
|
858
|
Single Point Partners
Boston,
Massachusetts
|
$592K
|
+$610K
|
+8,625
|
New
|
|
|
859
|
Heritage Financial Services
Westwood,
Massachusetts
|
$590K
|
–
|
–
|
–
|
|
|
860
|
Regimen Wealth
Atlanta,
Georgia
|
$590K
|
+$610K
|
+8,616
|
New
|
|
|
861
|
Personal CFO Solutions
Chester,
New Jersey
|
$587K
|
+$49.2K
|
+695
|
+9%
|
|
|
862
|
Curtis Advisory Group
Santa Barbara,
California
|
$582K
|
-$4.95K
|
-70
|
-0.8%
|
|
|
863
|
Lazard Asset Management
New York
|
$580K
|
–
|
–
|
–
|
|
|
864
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$577K
|
+$42.7K
|
+604
|
+8%
|
|
|
865
|
|
$575K
|
+$87.8K
|
+1,240
|
+17%
|
|
|
866
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$574K
|
+$25.6K
|
+362
|
+5%
|
|
|
867
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$573K
|
+$5.31K
|
+75
|
+0.9%
|
|
|
868
|
Fiduciary Trust
Boston,
Massachusetts
|
$572K
|
–
|
–
|
–
|
|
|
869
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$570K
|
-$24.1K
|
-340
|
-4%
|
|
|
870
|
Eudaimonia Partners
Winchester,
Tennessee
|
$565K
|
-$311K
|
-4,399
|
-35%
|
|
|
871
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$557K
|
–
|
–
|
–
|
|
|
872
|
Integrated Advisors Network
Dallas,
Texas
|
$551K
|
-$85.8K
|
-1,213
|
-13%
|
|
|
873
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$551K
|
–
|
–
|
–
|
|
|
874
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$548K
|
+$88.7K
|
+1,253
|
+19%
|
|
|
875
|
GAMCO Investors
Greenwich,
Connecticut
|
$547K
|
–
|
–
|
–
|
|
