|
851
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$512K
|
–
|
–
|
–
|
|
|
852
|
Golden State Equity Partners
South Coast Metro,
California
|
$511K
|
+$14.5K
|
+48
|
+3%
|
|
|
853
|
Bogart Wealth LLC
Mclean,
Virginia
|
$511K
|
+$118K
|
+389
|
+31%
|
|
|
854
|
Capital International Investors
Los Angeles,
California
|
$511K
|
+$494K
|
+1,631
|
New
|
|
|
855
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$509K
|
-$346K
|
-1,143
|
-41%
|
|
|
856
|
Black Diamond Financial
Towson,
Maryland
|
$509K
|
–
|
–
|
–
|
|
|
857
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$506K
|
+$487K
|
+1,608
|
New
|
|
|
858
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$504K
|
–
|
–
|
–
|
|
|
859
|
Alera Investment Advisors
Deerfield,
Illinois
|
$503K
|
-$909
|
-3
|
-0.2%
|
|
|
860
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$503K
|
–
|
–
|
–
|
|
|
861
|
Edgestream Partners
Princeton,
New Jersey
|
$502K
|
-$289K
|
-955
|
-37%
|
|
|
862
|
Abacus Planning Group
Columbia,
South Carolina
|
$496K
|
–
|
–
|
–
|
|
|
863
|
Aureus Asset Management
Boston,
Massachusetts
|
$496K
|
–
|
–
|
–
|
|
|
864
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$495K
|
–
|
–
|
–
|
|
|
865
|
Blue Trust Inc
Alpharetta,
Georgia
|
$492K
|
+$9.39K
|
+31
|
+2%
|
|
|
866
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$489K
|
-$15.1K
|
-50
|
-3%
|
|
|
867
|
Ruggaard & Associates
Hudson,
Ohio
|
$489K
|
–
|
–
|
–
|
|
|
868
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$487K
|
+$909
|
+3
|
+0.2%
|
|
|
869
|
Holt Capital Partners
Fort Worth,
Texas
|
$483K
|
–
|
–
|
–
|
|
|
870
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$479K
|
–
|
–
|
–
|
|
|
871
|
Madden Advisory Services
Jacksonville,
Florida
|
$479K
|
–
|
–
|
–
|
|
|
872
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$478K
|
+$461K
|
+1,521
|
New
|
|
|
873
|
Country Club Bank
Kansas City,
Missouri
|
$478K
|
-$40K
|
-132
|
-8%
|
|
|
874
|
Sunbelt Securities
Houston,
Texas
|
$476K
|
-$43.6K
|
-144
|
-9%
|
|
|
875
|
Western Wealth Management
Golden,
Colorado
|
$476K
|
–
|
–
|
–
|
|
