|
226
|
Lake Point Wealth Management
Rockwall,
Texas
|
$1.06M
|
+$1.13M
|
+10,560
|
New
|
|
|
227
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$1.05M
|
–
|
–
|
–
|
|
|
228
|
Brown Advisory
Baltimore,
Maryland
|
$1.04M
|
–
|
–
|
–
|
|
|
229
|
Davenport & Co
Richmond,
Virginia
|
$1.02M
|
-$907K
|
-8,473
|
-46%
|
|
|
230
|
Private Wealth Partners
Mill Valley,
California
|
$1.01M
|
+$1.08M
|
+10,104
|
New
|
|
|
231
|
NewFocus Financial Group
Vancouver,
Washington
|
$983K
|
-$6K
|
-56
|
-0.6%
|
|
|
232
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$920K
|
+$269K
|
+2,515
|
+37%
|
|
|
233
|
Watermark Asset Management
San Ramon,
California
|
$918K
|
+$6.21K
|
+58
|
+0.6%
|
|
|
234
|
Veritable
Wilmington,
Delaware
|
$915K
|
+$977K
|
+9,126
|
New
|
|
|
235
|
VisionPoint Advisory Group
Dallas,
Texas
|
$895K
|
+$956K
|
+8,931
|
New
|
|
|
236
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$875K
|
+$217K
|
+2,024
|
+30%
|
|
|
237
|
World Investment Advisors
Santa Barbara,
California
|
$874K
|
+$863K
|
+8,065
|
New
|
|
|
238
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$872K
|
-$53.5K
|
-500
|
-5%
|
|
|
239
|
FAS Wealth Partners
Leawood,
Kansas
|
$863K
|
+$34.3K
|
+320
|
+4%
|
|
|
240
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$859K
|
-$291K
|
-2,722
|
-24%
|
|
|
241
|
RHS Financial
San Francisco,
California
|
$857K
|
+$915K
|
+8,551
|
New
|
|
|
242
|
BBVA USA Bancshares
Houston,
Texas
|
$850K
|
+$908K
|
+8,480
|
New
|
|
|
243
|
Raymond James Trust
St. Petersburg,
Florida
|
$845K
|
-$774K
|
-7,233
|
-46%
|
|
|
244
|
Bay Colony Advisors
Concord,
Massachusetts
|
$818K
|
+$70.2K
|
+656
|
+9%
|
|
|
245
|
Prudential Financial
Newark,
New Jersey
|
$818K
|
+$479K
|
+4,474
|
+121%
|
|
|
246
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$800K
|
+$31.6K
|
+295
|
+4%
|
|
|
247
|
Global Retirement Partners
San Rafael,
California
|
$771K
|
+$453K
|
+4,236
|
+123%
|
|
|
248
|
Montecito Bank & Trust
Santa Barbara,
California
|
$752K
|
-$3M
|
-28,058
|
-79%
|
|
|
249
|
WealthTrust Fairport
Cleveland,
Ohio
|
$752K
|
-$1.46M
|
-13,674
|
-65%
|
|
|
250
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$739K
|
-$106K
|
-989
|
-12%
|
|
