|
1301
|
Phillip James Consulting
Plymouth,
Minnesota
|
$687K
|
+$760K
|
+7,933
|
New
|
|
|
1302
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$682K
|
-$44.3K
|
-462
|
-6%
|
|
|
1303
|
Crews Bank & Trust
Wauchula,
Florida
|
$682K
|
-$3.64K
|
-38
|
-0.5%
|
|
|
1304
|
Montag & Associates
Atlanta,
Georgia
|
$679K
|
+$8.62K
|
+90
|
+1%
|
|
|
1305
|
New Hampshire Trust
Concord,
New Hampshire
|
$679K
|
+$43.4K
|
+453
|
+6%
|
|
|
1306
|
United Community Bank
Greenville,
South Carolina
|
$678K
|
-$134K
|
-1,401
|
-15%
|
|
|
1307
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$677K
|
+$43.9K
|
+458
|
+6%
|
|
|
1308
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$676K
|
+$2.78K
|
+29
|
+0.4%
|
|
|
1309
|
Net Worth Advisory Group
Sandy,
Utah
|
$675K
|
-$14.8K
|
-155
|
-2%
|
|
|
1310
|
Davis Investment Partners
Charlotte,
North Carolina
|
$672K
|
+$743K
|
+7,761
|
New
|
|
|
1311
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$668K
|
-$46.5K
|
-485
|
-6%
|
|
|
1312
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$667K
|
-$3.54K
|
-37
|
-0.5%
|
|
|
1313
|
Strategic Advisors
New York
|
$666K
|
-$58.5K
|
-611
|
-7%
|
|
|
1314
|
Huntleigh Advisors
St. Louis,
Missouri
|
$666K
|
+$68.8K
|
+718
|
+10%
|
|
|
1315
|
Fiduciary Alliance
Greenville,
South Carolina
|
$665K
|
+$21.4K
|
+223
|
+3%
|
|
|
1316
|
|
$665K
|
+$57.5K
|
+600
|
+8%
|
|
|
1317
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$661K
|
–
|
–
|
–
|
|
|
1318
|
Engineers Gate Manager
New York
|
$655K
|
+$724K
|
+7,560
|
New
|
|
|
1319
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$653K
|
+$275K
|
+2,870
|
+62%
|
|
|
1320
|
SPWM Advisors
Traverse City,
Michigan
|
$647K
|
+$53.9K
|
+563
|
+7%
|
|
|
1321
|
Kiker Wealth Management
Jasper,
Georgia
|
$646K
|
+$715K
|
+7,459
|
New
|
|
|
1322
|
Michels Family Financial
Fort Worth,
Texas
|
$645K
|
+$9.87K
|
+103
|
+1%
|
|
|
1323
|
Martin & Co
Knoxville,
Tennessee
|
$645K
|
+$16.1K
|
+168
|
+2%
|
|
|
1324
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$643K
|
+$711K
|
+7,421
|
New
|
|
|
1325
|
Burney Company
Reston,
Virginia
|
$642K
|
-$227K
|
-2,367
|
-24%
|
|
