|
201
|
Sonata Capital Group
Seattle,
Washington
|
$808K
|
–
|
–
|
–
|
|
|
202
|
Joel Isaacson & Co
New York
|
$803K
|
–
|
–
|
–
|
|
|
203
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$803K
|
+$7.24K
|
+120
|
+1%
|
|
|
204
|
Washington Trust Bank
Spokane,
Washington
|
$799K
|
-$33.6K
|
-556
|
-4%
|
|
|
205
|
Poehling Capital Management
Madison,
Wisconsin
|
$797K
|
+$713K
|
+11,816
|
New
|
|
|
206
|
WealthSource Partners
San Luis Obispo,
California
|
$796K
|
-$121K
|
-2,000
|
-14%
|
|
|
207
|
Aviance Capital Partners
Naples,
Florida
|
$795K
|
–
|
–
|
–
|
|
|
208
|
KCM Investment Advisors
Greenbrae,
California
|
$790K
|
–
|
–
|
–
|
|
|
209
|
Montag & Associates
Atlanta,
Georgia
|
$789K
|
+$36.2K
|
+600
|
+5%
|
|
|
210
|
Avantax Advisory Services
Dallas,
Texas
|
$788K
|
+$109K
|
+1,808
|
+18%
|
|
|
211
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$763K
|
-$27.3K
|
-452
|
-4%
|
|
|
212
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$762K
|
–
|
–
|
–
|
|
|
213
|
Dowling & Yahnke
San Diego,
California
|
$759K
|
-$167K
|
-2,760
|
-20%
|
|
|
214
|
Boston Family Office
Boston,
Massachusetts
|
$755K
|
–
|
–
|
–
|
|
|
215
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$749K
|
–
|
–
|
–
|
|
|
216
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$748K
|
+$669K
|
+11,088
|
New
|
|
|
217
|
Comerica Securities
Detroit,
Michigan
|
$742K
|
+$664K
|
+11,000
|
New
|
|
|
218
|
Financial Perspectives
Minneapolis,
Minnesota
|
$741K
|
+$3.86K
|
+64
|
+0.6%
|
|
|
219
|
Next Financial Group
Houston,
Texas
|
$730K
|
+$88.1K
|
+1,460
|
+16%
|
|
|
220
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$728K
|
–
|
–
|
–
|
|
|
221
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$724K
|
-$417K
|
-6,916
|
-39%
|
|
|
222
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$723K
|
–
|
–
|
–
|
|
|
223
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$721K
|
–
|
–
|
–
|
|
|
224
|
Gryphon Financial Partners
Columbus,
Ohio
|
$713K
|
+$638K
|
+10,576
|
New
|
|
|
225
|
Global Financial Private Client
Sarasota,
Florida
|
$713K
|
–
|
–
|
–
|
|
