|
351
|
QTR Family Wealth
Lake Mary,
Florida
|
$845K
|
+$840K
|
+16,544
|
New
|
|
|
352
|
|
$843K
|
+$238K
|
+4,690
|
+40%
|
|
|
353
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$827K
|
-$282K
|
-5,556
|
-26%
|
|
|
354
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$821K
|
+$812
|
+16
|
+0.1%
|
|
|
355
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$821K
|
-$49.9K
|
-982
|
-6%
|
|
|
356
|
LVM Capital Management
Portage,
Michigan
|
$819K
|
–
|
–
|
–
|
|
|
357
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$815K
|
-$133K
|
-2,610
|
-14%
|
|
|
358
|
Parallel Advisors
San Francisco,
California
|
$812K
|
+$82.3K
|
+1,620
|
+11%
|
|
|
359
|
Advyzon Investment Management
Lisle,
Illinois
|
$806K
|
+$801K
|
+15,784
|
New
|
|
|
360
|
Valmark Advisers
Akron,
Ohio
|
$806K
|
+$64.9K
|
+1,278
|
+9%
|
|
|
361
|
Cary Street Partners
Richmond,
Virginia
|
$801K
|
-$5.99K
|
-118
|
-0.7%
|
|
|
362
|
Meridian Financial
Holliston,
Massachusetts
|
$785K
|
-$20.3K
|
-400
|
-3%
|
|
|
363
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$783K
|
–
|
–
|
–
|
|
|
364
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$779K
|
+$34.2K
|
+674
|
+4%
|
|
|
365
|
Curi RMB Capital
Chicago,
Illinois
|
$777K
|
-$564K
|
-11,106
|
-42%
|
|
|
366
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$773K
|
+$18.3K
|
+360
|
+2%
|
|
|
367
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$760K
|
–
|
–
|
–
|
|
|
368
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$754K
|
-$173K
|
-3,404
|
-19%
|
|
|
369
|
|
$753K
|
+$36.7K
|
+722
|
+5%
|
|
|
370
|
FAS Wealth Partners
Leawood,
Kansas
|
$744K
|
-$3.05K
|
-60
|
-0.4%
|
|
|
371
|
Choreo LLC
Rockford,
Illinois
|
$743K
|
-$234K
|
-4,600
|
-24%
|
|
|
372
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$743K
|
+$14.7K
|
+290
|
+2%
|
|
|
373
|
Cross Staff Investments
Pittsford,
New York
|
$742K
|
–
|
–
|
–
|
|
|
374
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$737K
|
-$15.4K
|
-304
|
-2%
|
|
|
375
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$729K
|
+$437K
|
+8,616
|
+152%
|
|
