|
301
|
Summit Wealth Partners
Orlando,
Florida
|
$728K
|
+$294K
|
+2,827
|
+74%
|
|
|
302
|
|
$724K
|
-$4.67M
|
-44,803
|
-87%
|
|
|
303
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$722K
|
+$156K
|
+1,497
|
+30%
|
|
|
304
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$719K
|
–
|
–
|
–
|
|
|
305
|
Private Capital Group
West Hartford,
Connecticut
|
$719K
|
+$40.5K
|
+389
|
+6%
|
|
|
306
|
Freestone Capital Holdings
Seattle,
Washington
|
$717K
|
-$10.5K
|
-101
|
-2%
|
|
|
307
|
Rockbridge Investment Management
Syracuse,
New York
|
$714K
|
-$104
|
-1
|
-0%
|
|
|
308
|
Colony Group
Boston,
Massachusetts
|
$713K
|
+$18.3K
|
+176
|
+3%
|
|
|
309
|
Autus Asset Management
Scottsdale,
Arizona
|
$711K
|
+$59.4K
|
+570
|
+10%
|
|
|
310
|
MCF Advisors
Covington,
Kentucky
|
$703K
|
–
|
–
|
–
|
|
|
311
|
Homrich & Berg
Atlanta,
Georgia
|
$699K
|
+$12.8K
|
+123
|
+2%
|
|
|
312
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$674K
|
+$4.58K
|
+44
|
+0.7%
|
|
|
313
|
Glenview Trust
Louisville,
Kentucky
|
$668K
|
–
|
–
|
–
|
|
|
314
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$659K
|
-$20.3M
|
-195,167
|
-97%
|
|
|
315
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$659K
|
+$628K
|
+6,029
|
New
|
|
|
316
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$656K
|
–
|
–
|
–
|
|
|
317
|
GeoWealth Management
Chicago,
Illinois
|
$647K
|
-$2.1M
|
-20,150
|
-77%
|
|
|
318
|
Busey Bank
Urbana,
Illinois
|
$645K
|
–
|
–
|
–
|
|
|
319
|
Total Wealth Planning
Cincinnati,
Ohio
|
$627K
|
-$96.8K
|
-929
|
-14%
|
|
|
320
|
Truepoint Inc
Cincinnati,
Ohio
|
$624K
|
-$112K
|
-1,074
|
-16%
|
|
|
321
|
Douglass Winthrop Advisors
New York
|
$623K
|
–
|
–
|
–
|
|
|
322
|
J.W. Cole Advisors
Tampa,
Florida
|
$618K
|
+$224K
|
+2,147
|
+61%
|
|
|
323
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$615K
|
+$34.8K
|
+334
|
+6%
|
|
|
324
|
Cubic Asset Management
Boston,
Massachusetts
|
$614K
|
-$3.65K
|
-35
|
-0.6%
|
|
|
325
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$601K
|
+$305K
|
+2,933
|
+114%
|
|
