|
1476
|
Legacy Wealth Planning
Reno,
Nevada
|
$320K
|
–
|
–
|
–
|
|
|
1477
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$320K
|
+$7.67K
|
+150
|
+3%
|
|
|
1478
|
Apexium Financial
Dallas,
Texas
|
$320K
|
+$309K
|
+6,050
|
New
|
|
|
1479
|
Enterprise Trust & Investment
Los Gatos,
California
|
$319K
|
–
|
–
|
–
|
|
|
1480
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$319K
|
+$1.53K
|
+30
|
+0.5%
|
|
|
1481
|
United Bank (Virginia)
Vienna,
Virginia
|
$318K
|
-$50.1K
|
-980
|
-14%
|
|
|
1482
|
Chelsea Counsel Company
Los Angeles,
California
|
$317K
|
-$51.1K
|
-1,000
|
-14%
|
|
|
1483
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$317K
|
–
|
–
|
–
|
|
|
1484
|
PDS Planning
Dublin,
Ohio
|
$317K
|
+$101K
|
+1,970
|
+49%
|
|
|
1485
|
Matthew Hamilton Rosenberg
|
$315K
|
–
|
–
|
–
|
|
|
1486
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$315K
|
+$1.02K
|
+20
|
+0.4%
|
|
|
1487
|
Abbot Financial Management
Andover,
Massachusetts
|
$315K
|
+$36.8K
|
+720
|
+14%
|
|
|
1488
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$314K
|
+$68K
|
+1,330
|
+29%
|
|
|
1489
|
BCS Wealth Management
Johnson City,
Tennessee
|
$313K
|
–
|
–
|
–
|
|
|
1490
|
Clearstead Advisors
Cleveland,
Ohio
|
$312K
|
+$11.2K
|
+220
|
+4%
|
|
|
1491
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$311K
|
-$4.09K
|
-80
|
-1%
|
|
|
1492
|
WealthPLAN Partners
Omaha,
Nebraska
|
$311K
|
+$4.6K
|
+90
|
+2%
|
|
|
1493
|
Parsec Financial Management
Asheville,
North Carolina
|
$310K
|
+$16.4K
|
+320
|
+6%
|
|
|
1494
|
Welch & Forbes
Boston,
Massachusetts
|
$309K
|
-$1.02K
|
-20
|
-0.3%
|
|
|
1495
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$309K
|
+$2.56K
|
+50
|
+0.9%
|
|
|
1496
|
Academy Capital Management
Waco,
Texas
|
$306K
|
+$296K
|
+5,800
|
New
|
|
|
1497
|
ACAS LLC
Rancho Santa Fe,
California
|
$305K
|
-$12.8K
|
-250
|
-4%
|
|
|
1498
|
Merriman Wealth Management
Seattle,
Washington
|
$305K
|
+$11.2K
|
+220
|
+4%
|
|
|
1499
|
Retirement Capital Strategies
San Jose,
California
|
$304K
|
–
|
–
|
–
|
|
|
1500
|
Montecito Bank & Trust
Santa Barbara,
California
|
$303K
|
+$5.11K
|
+100
|
+2%
|
|
