|
351
|
ProVise Management Group
Clearwater,
Florida
|
$768K
|
–
|
–
|
–
|
|
|
352
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$758K
|
+$15.4K
|
+488
|
+2%
|
|
|
353
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$747K
|
+$40.5K
|
+1,284
|
+6%
|
|
|
354
|
Gradient Capital Advisors
San Diego,
California
|
$743K
|
+$68.2K
|
+2,162
|
+10%
|
|
|
355
|
GSB Wealth Management
Guilford,
Connecticut
|
$738K
|
-$75.4K
|
-2,390
|
-9%
|
|
|
356
|
Antonetti Capital Management
Naples,
Florida
|
$736K
|
+$742K
|
+23,520
|
New
|
|
|
357
|
Firestone Capital Management
Coral Gables,
Florida
|
$709K
|
–
|
–
|
–
|
|
|
358
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$707K
|
-$69.4K
|
-2,200
|
-9%
|
|
|
359
|
Spire Wealth Management
Mclean,
Virginia
|
$706K
|
-$694
|
-22
|
-0.1%
|
|
|
360
|
Oder Investment Management
Woodland Hills,
California
|
$706K
|
+$37.8K
|
+1,198
|
+6%
|
|
|
361
|
Newport Wealth Strategies
Irvine,
California
|
$703K
|
+$104K
|
+3,280
|
+17%
|
|
|
362
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$695K
|
+$9.97K
|
+316
|
+1%
|
|
|
363
|
Catalyst Private Wealth
San Mateo,
California
|
$691K
|
+$31.6K
|
+1,000
|
+5%
|
|
|
364
|
WealthSource Partners
San Luis Obispo,
California
|
$684K
|
+$418K
|
+13,240
|
+154%
|
|
|
365
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$684K
|
+$690K
|
+21,852
|
New
|
|
|
366
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$676K
|
–
|
–
|
–
|
|
|
367
|
Homrich & Berg
Atlanta,
Georgia
|
$672K
|
+$176K
|
+5,578
|
+35%
|
|
|
368
|
Tortoise Investment Management
White Plains,
New York
|
$671K
|
-$106K
|
-3,360
|
-14%
|
|
|
369
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$656K
|
+$661K
|
+20,948
|
New
|
|
|
370
|
Destiny Wealth Partners
Tavares,
Florida
|
$655K
|
-$2.73M
|
-86,464
|
-81%
|
|
|
371
|
WT Wealth Management
Scottsdale,
Arizona
|
$649K
|
-$9.72K
|
-308
|
-1%
|
|
|
372
|
Intellectus Partners
San Francisco,
California
|
$649K
|
–
|
–
|
–
|
|
|
373
|
Commerce Bank
Kansas City,
Missouri
|
$645K
|
+$650K
|
+20,598
|
New
|
|
|
374
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$641K
|
+$437K
|
+13,834
|
+208%
|
|
|
375
|
Genesee Capital Advisors
Auburn,
New York
|
$634K
|
+$640K
|
+20,272
|
New
|
|
