|
901
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$531K
|
+$1.15K
|
+7
|
+0.2%
|
|
|
902
|
Capital City Trust
Tallahassee,
Florida
|
$530K
|
–
|
–
|
–
|
|
|
903
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$529K
|
-$332K
|
-2,025
|
-39%
|
|
|
904
|
WealthPLAN Partners
Omaha,
Nebraska
|
$527K
|
–
|
–
|
–
|
|
|
905
|
Empirical Wealth Management
Seattle,
Washington
|
$527K
|
+$84.7K
|
+517
|
+20%
|
|
|
906
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$526K
|
-$2.13K
|
-13
|
-0.4%
|
|
|
907
|
Northwest Wealth Management
Spencer,
Iowa
|
$524K
|
+$511K
|
+3,120
|
New
|
|
|
908
|
Eagle Bay Advisors
New York
|
$523K
|
+$510K
|
+3,115
|
New
|
|
|
909
|
KCM Investment Advisors
Greenbrae,
California
|
$522K
|
-$4.75K
|
-29
|
-0.9%
|
|
|
910
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$521K
|
+$508K
|
+3,103
|
New
|
|
|
911
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$520K
|
–
|
–
|
–
|
|
|
912
|
Hemington Wealth Management
Falls Church,
Virginia
|
$517K
|
-$63.9K
|
-390
|
-9%
|
|
|
913
|
Evermay Wealth Management
Arlington,
Virginia
|
$516K
|
-$81.9K
|
-500
|
-14%
|
|
|
914
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$515K
|
+$502K
|
+3,065
|
New
|
|
|
915
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$511K
|
–
|
–
|
–
|
|
|
916
|
TrueWealth Advisors
Birmingham,
Alabama
|
$511K
|
+$70.9K
|
+433
|
+17%
|
|
|
917
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$508K
|
-$4.59K
|
-28
|
-0.9%
|
|
|
918
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$507K
|
+$983
|
+6
|
+0.2%
|
|
|
919
|
Financial Services Advisory
Rockville,
Maryland
|
$506K
|
-$7.54K
|
-46
|
-2%
|
|
|
920
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$505K
|
+$492K
|
+3,005
|
New
|
|
|
921
|
Charles Schwab
San Francisco,
California
|
$504K
|
-$32.8K
|
-200
|
-6%
|
|
|
922
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$504K
|
+$107K
|
+654
|
+28%
|
|
|
923
|
Bluefin Capital Management
New York
|
$504K
|
+$492K
|
+3,000
|
New
|
|
|
924
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$502K
|
+$77.8K
|
+475
|
+19%
|
|
|
925
|
Lowery Thomas LLC
Pebble Beach,
California
|
$502K
|
+$489K
|
+2,987
|
New
|
|
