|
451
|
Proficio Capital Partners
Newton,
Massachusetts
|
$311K
|
+$31.8K
|
+433
|
+11%
|
|
|
452
|
WMS Partners
Towson,
Maryland
|
$310K
|
–
|
–
|
–
|
|
|
453
|
Glenview Trust
Louisville,
Kentucky
|
$305K
|
–
|
–
|
–
|
|
|
454
|
Altavista Wealth Management
Asheville,
North Carolina
|
$302K
|
–
|
–
|
–
|
|
|
455
|
Mission Wealth Management
Santa Barbara,
California
|
$301K
|
+$311K
|
+4,230
|
New
|
|
|
456
|
Choreo LLC
Rockford,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
457
|
Suncoast Equity Management
Tampa,
Florida
|
$300K
|
+$34.9K
|
+475
|
+13%
|
|
|
458
|
Colony Group
Boston,
Massachusetts
|
$300K
|
+$58.1K
|
+791
|
+23%
|
|
|
459
|
Institute for Wealth Management
Denver,
Colorado
|
$300K
|
+$311K
|
+4,236
|
New
|
|
|
460
|
Farr Miller & Washington
Washington,
District of Columbia
|
$299K
|
–
|
–
|
–
|
|
|
461
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$299K
|
+$14K
|
+190
|
+5%
|
|
|
462
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$296K
|
–
|
–
|
–
|
|
|
463
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$294K
|
–
|
–
|
–
|
|
|
464
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$292K
|
–
|
–
|
–
|
|
|
465
|
Rockefeller Financial Services
New York
|
$291K
|
–
|
–
|
–
|
|
|
466
|
Montag & Associates
Atlanta,
Georgia
|
$285K
|
–
|
–
|
–
|
|
|
467
|
Security National Trust
Wheeling,
West Virginia
|
$285K
|
–
|
–
|
–
|
|
|
468
|
Opes Advisors
Cupertino,
California
|
$282K
|
–
|
–
|
–
|
|
|
469
|
Signature Financial Management
Norfolk,
Virginia
|
$282K
|
+$14.7K
|
+200
|
+5%
|
|
|
470
|
Sunbelt Securities
Houston,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
471
|
Maple Capital Management
Montpelier,
Vermont
|
$278K
|
–
|
–
|
–
|
|
|
472
|
Middleton & Co
Boston,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
473
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$276K
|
–
|
–
|
–
|
|
|
474
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$274K
|
+$46.3K
|
+630
|
+20%
|
|
|
475
|
Fisher Asset Management
Camas,
Washington
|
$273K
|
+$281K
|
+3,831
|
New
|
|
