|
876
|
Cottage Street Advisors
Marion,
Massachusetts
|
$355K
|
+$50.4K
|
+2,076
|
+15%
|
|
|
877
|
GW & Wade
Wellesley,
Massachusetts
|
$354K
|
+$43.6K
|
+1,794
|
+13%
|
|
|
878
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$351K
|
–
|
–
|
–
|
|
|
879
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$349K
|
+$332K
|
+13,650
|
New
|
|
|
880
|
PDS Planning
Dublin,
Ohio
|
$348K
|
+$91.5K
|
+3,768
|
+32%
|
|
|
881
|
Duncker Streett & Co
St. Louis,
Missouri
|
$346K
|
+$146
|
+6
|
+0%
|
|
|
882
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$345K
|
+$68.3K
|
+2,811
|
+22%
|
|
|
883
|
1ST Source Bank
South Bend,
Indiana
|
$343K
|
–
|
–
|
–
|
|
|
884
|
WMS Partners
Towson,
Maryland
|
$343K
|
+$583
|
+24
|
+0.2%
|
|
|
885
|
Essex Savings Bank
Essex,
Connecticut
|
$343K
|
+$71.6K
|
+2,946
|
+24%
|
|
|
886
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$341K
|
-$32.1K
|
-1,320
|
-8%
|
|
|
887
|
Redwood Financial Network
Solon,
Ohio
|
$338K
|
+$108K
|
+4,452
|
+41%
|
|
|
888
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$335K
|
-$875
|
-36
|
-0.2%
|
|
|
889
|
MBL Wealth
Charlotte,
North Carolina
|
$334K
|
-$58.3K
|
-2,400
|
-14%
|
|
|
890
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$333K
|
-$171K
|
-7,050
|
-32%
|
|
|
891
|
Finer Wealth Management
Salem,
Massachusetts
|
$332K
|
+$15.7K
|
+645
|
+4%
|
|
|
892
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$331K
|
+$2.77K
|
+114
|
+0.8%
|
|
|
893
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$330K
|
–
|
–
|
–
|
|
|
894
|
Sandy Spring Bank
Olney,
Maryland
|
$328K
|
+$219
|
+9
|
+0.1%
|
|
|
895
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$322K
|
+$583
|
+24
|
+0.2%
|
|
|
896
|
RWA Wealth Partners
Newton,
Massachusetts
|
$321K
|
-$36.1K
|
-1,485
|
-9%
|
|
|
897
|
Successful Portfolios
Clearwater,
Florida
|
$320K
|
-$13.2K
|
-543
|
-4%
|
|
|
898
|
Valeo Financial Advisors
Carmel,
Indiana
|
$318K
|
-$1.17K
|
-48
|
-0.3%
|
|
|
899
|
Insight Wealth Partners
Plano,
Texas
|
$318K
|
–
|
–
|
–
|
|
|
900
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$315K
|
-$49.7K
|
-2,046
|
-13%
|
|
