|
1051
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$407K
|
–
|
–
|
–
|
|
|
1052
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$406K
|
–
|
–
|
–
|
|
|
1053
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$405K
|
–
|
–
|
–
|
|
|
1054
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$401K
|
-$34.6K
|
-224
|
-8%
|
|
|
1055
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$399K
|
+$373K
|
+2,417
|
New
|
|
|
1056
|
FourThought Financial Partners
Venice,
Florida
|
$396K
|
+$8.8K
|
+57
|
+2%
|
|
|
1057
|
Epic Trust Investment Advisors
Richland,
Washington
|
$396K
|
-$196K
|
-1,272
|
-35%
|
|
|
1058
|
|
$394K
|
–
|
–
|
–
|
|
|
1059
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$391K
|
-$29.8K
|
-193
|
-8%
|
|
|
1060
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$390K
|
-$16.7K
|
-108
|
-4%
|
|
|
1061
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$390K
|
–
|
–
|
–
|
|
|
1062
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$389K
|
+$363K
|
+2,353
|
New
|
|
|
1063
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$389K
|
-$1.49M
|
-9,654
|
-80%
|
|
|
1064
|
Tortoise Investment Management
White Plains,
New York
|
$388K
|
-$9.27K
|
-60
|
-2%
|
|
|
1065
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$388K
|
+$362K
|
+2,346
|
New
|
|
|
1066
|
James J. Burns & Company
Melville,
New York
|
$387K
|
–
|
–
|
–
|
|
|
1067
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$387K
|
–
|
–
|
–
|
|
|
1068
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$386K
|
+$111K
|
+720
|
+45%
|
|
|
1069
|
LJI Wealth Management
Indianapolis,
Indiana
|
$385K
|
–
|
–
|
–
|
|
|
1070
|
Chevy Chase Trust
Bethesda,
Maryland
|
$384K
|
+$122K
|
+789
|
+51%
|
|
|
1071
|
HT Partners
Centerbrook,
Connecticut
|
$384K
|
–
|
–
|
–
|
|
|
1072
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$382K
|
+$357K
|
+2,309
|
New
|
|
|
1073
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$381K
|
-$12.2K
|
-79
|
-3%
|
|
|
1074
|
Burton Enright Welch
Walnut Creek,
California
|
$381K
|
–
|
–
|
–
|
|
|
1075
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$381K
|
–
|
–
|
–
|
|
