|
851
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$324K
|
+$304K
|
+2,372
|
New
|
|
|
852
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$323K
|
+$898
|
+7
|
+0.3%
|
|
|
853
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$321K
|
+$301K
|
+2,345
|
New
|
|
|
854
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$321K
|
+$301K
|
+2,350
|
New
|
|
|
855
|
Spinnaker Trust
Portland,
Maine
|
$318K
|
–
|
–
|
–
|
|
|
856
|
HT Partners
Centerbrook,
Connecticut
|
$317K
|
+$298K
|
+2,322
|
New
|
|
|
857
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$315K
|
–
|
–
|
–
|
|
|
858
|
LVW Advisors
Pittsford,
New York
|
$313K
|
+$49.8K
|
+388
|
+20%
|
|
|
859
|
North American Management
Boston,
Massachusetts
|
$313K
|
-$226K
|
-1,765
|
-44%
|
|
|
860
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$312K
|
-$75.2K
|
-586
|
-20%
|
|
|
861
|
SteelPeak Wealth
Woodland Hills,
California
|
$312K
|
+$34.5K
|
+269
|
+13%
|
|
|
862
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$311K
|
-$110K
|
-861
|
-27%
|
|
|
863
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$311K
|
–
|
–
|
–
|
|
|
864
|
RFG Advisory
Birmingham,
Alabama
|
$311K
|
+$283K
|
+2,207
|
New
|
|
|
865
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$307K
|
+$3.33K
|
+26
|
+1%
|
|
|
866
|
Surevest
Los Angeles,
California
|
$307K
|
+$288K
|
+2,248
|
New
|
|
|
867
|
Meridian Wealth Advisors
Austin,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
868
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$301K
|
-$19.9K
|
-155
|
-7%
|
|
|
869
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$299K
|
-$40.4K
|
-315
|
-13%
|
|
|
870
|
Patten Group
Chattanooga,
Tennessee
|
$298K
|
-$166K
|
-1,293
|
-37%
|
|
|
871
|
City Holding Co
Charleston,
West Virginia
|
$298K
|
-$18.6K
|
-145
|
-6%
|
|
|
872
|
Private Wealth Partners
Mill Valley,
California
|
$297K
|
–
|
–
|
–
|
|
|
873
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$296K
|
+$1.15K
|
+9
|
+0.4%
|
|
|
874
|
Physician Wealth Advisors
Midvale,
Utah
|
$296K
|
+$263K
|
+2,053
|
New
|
|
|
875
|
Kingfisher Capital
Charlotte,
North Carolina
|
$294K
|
+$1.15K
|
+9
|
+0.4%
|
|
