|
301
|
Summit Wealth Partners
Orlando,
Florida
|
$494K
|
+$51K
|
+1,100
|
+12%
|
|
|
302
|
Anchor Investment Management
Columbia,
South Carolina
|
$490K
|
–
|
–
|
–
|
|
|
303
|
Campbell Wealth Management
Alexandria,
Virginia
|
$488K
|
+$69.5K
|
+1,500
|
+17%
|
|
|
304
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$487K
|
+$479K
|
+10,340
|
New
|
|
|
305
|
Nottingham Advisors
Amherst,
New York
|
$477K
|
-$119K
|
-2,560
|
-20%
|
|
|
306
|
Signet Financial Management
Parsippany,
New Jersey
|
$476K
|
-$26.9K
|
-580
|
-5%
|
|
|
307
|
Windham Capital Management
Boston,
Massachusetts
|
$471K
|
–
|
–
|
–
|
|
|
308
|
Citizens Financial Group
Providence,
Rhode Island
|
$471K
|
+$463K
|
+10,000
|
New
|
|
|
309
|
Doliver Advisors
Houston,
Texas
|
$471K
|
+$463K
|
+10,000
|
New
|
|
|
310
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$460K
|
–
|
–
|
–
|
|
|
311
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$456K
|
–
|
–
|
–
|
|
|
312
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$451K
|
-$1.77M
|
-38,210
|
-80%
|
|
|
313
|
Dentgroup
Baton Rouge,
Louisiana
|
$448K
|
–
|
–
|
–
|
|
|
314
|
Ascent Group
Virginia Beach,
Virginia
|
$446K
|
+$78.1K
|
+1,685
|
+22%
|
|
|
315
|
Roundview Capital
Princeton,
New Jersey
|
$438K
|
+$232
|
+5
|
+0.1%
|
|
|
316
|
Simmons Bank
Pine Bluff,
Arkansas
|
$437K
|
–
|
–
|
–
|
|
|
317
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$434K
|
+$125K
|
+2,705
|
+42%
|
|
|
318
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$428K
|
+$1.62K
|
+35
|
+0.4%
|
|
|
319
|
Adero Partners
Pleasanton,
California
|
$415K
|
–
|
–
|
–
|
|
|
320
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$412K
|
-$18.3K
|
-395
|
-4%
|
|
|
321
|
Raymond James Trust
St. Petersburg,
Florida
|
$406K
|
–
|
–
|
–
|
|
|
322
|
Financial Engines Advisors
Santa Clara,
California
|
$406K
|
+$400K
|
+8,630
|
New
|
|
|
323
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$404K
|
–
|
–
|
–
|
|
|
324
|
55I LLC
Boston,
Massachusetts
|
$404K
|
+$117K
|
+2,530
|
+42%
|
|
|
325
|
Bailard
Foster City,
California
|
$400K
|
–
|
–
|
–
|
|
