|
301
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.15M
|
-$7.76K
|
-102
|
-0.7%
|
|
|
302
|
ProVise Management Group
Clearwater,
Florida
|
$1.14M
|
+$47K
|
+617
|
+4%
|
|
|
303
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$1.14M
|
+$67.9K
|
+892
|
+6%
|
|
|
304
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.14M
|
+$304
|
+4
|
+0%
|
|
|
305
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.14M
|
+$89.8K
|
+1,180
|
+8%
|
|
|
306
|
|
$1.13M
|
-$270K
|
-3,553
|
-19%
|
|
|
307
|
St Louis Trust
Saint Louis,
Missouri
|
$1.11M
|
–
|
–
|
–
|
|
|
308
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.08M
|
+$1.11M
|
+14,529
|
New
|
|
|
309
|
Curi Wealth Management
Raleigh,
North Carolina
|
$978K
|
+$129K
|
+1,696
|
+15%
|
|
|
310
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$977K
|
+$165K
|
+2,169
|
+20%
|
|
|
311
|
Eaton Vance Management
Boston,
Massachusetts
|
$976K
|
-$9.36K
|
-123
|
-0.9%
|
|
|
312
|
Argent Trust Co
Nashville,
Tennessee
|
$974K
|
+$19.3K
|
+254
|
+2%
|
|
|
313
|
Atlas Private Wealth Management
Albany,
New York
|
$970K
|
+$205K
|
+2,698
|
+26%
|
|
|
314
|
Continuum Advisory
Eagle,
Idaho
|
$957K
|
+$979K
|
+12,862
|
New
|
|
|
315
|
Parallel Advisors
San Francisco,
California
|
$955K
|
+$87.2K
|
+1,146
|
+10%
|
|
|
316
|
Kestra Private Wealth Services
Austin,
Texas
|
$933K
|
+$955K
|
+12,542
|
New
|
|
|
317
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$909K
|
-$15.2K
|
-200
|
-2%
|
|
|
318
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$908K
|
–
|
–
|
–
|
|
|
319
|
Denver PWM
Denver,
Colorado
|
$903K
|
–
|
–
|
–
|
|
|
320
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$897K
|
-$140K
|
-1,836
|
-13%
|
|
|
321
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$893K
|
–
|
–
|
–
|
|
|
322
|
Klingman & Associates
New York
|
$882K
|
–
|
–
|
–
|
|
|
323
|
Asset Dedication LLC
San Francisco,
California
|
$875K
|
+$112K
|
+1,471
|
+14%
|
|
|
324
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$868K
|
+$38.7K
|
+508
|
+5%
|
|
|
325
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$865K
|
-$237K
|
-3,109
|
-21%
|
|
