|
376
|
Fullen Financial Group
Columbus,
Ohio
|
$717K
|
–
|
–
|
–
|
|
|
377
|
Gofen & Glossberg
Chicago,
Illinois
|
$711K
|
+$9.13K
|
+123
|
+1%
|
|
|
378
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$702K
|
+$127K
|
+1,711
|
+22%
|
|
|
379
|
Golden State Equity Partners
South Coast Metro,
California
|
$696K
|
-$28.5K
|
-384
|
-4%
|
|
|
380
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$688K
|
+$6.91K
|
+93
|
+1%
|
|
|
381
|
Donor Advised Charitable Giving
San Francisco,
California
|
$686K
|
-$7.5K
|
-101
|
-1%
|
|
|
382
|
Sage Rhino Capital
Menlo Park,
California
|
$672K
|
–
|
–
|
–
|
|
|
383
|
Wealthcare Capital Management
Richmond,
Virginia
|
$666K
|
+$5.79K
|
+78
|
+0.9%
|
|
|
384
|
Personal Capital Advisors
Redwood City,
California
|
$662K
|
+$339K
|
+4,562
|
+83%
|
|
|
385
|
9258 Wealth Management
Blue Ash,
Ohio
|
$661K
|
+$160K
|
+2,158
|
+31%
|
|
|
386
|
Horizon Investment Services
Hammond,
Indiana
|
$660K
|
+$43.3K
|
+583
|
+7%
|
|
|
387
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$656K
|
+$251K
|
+3,381
|
+60%
|
|
|
388
|
Perigon Wealth Management
San Francisco,
California
|
$652K
|
+$99.7K
|
+1,343
|
+18%
|
|
|
389
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$645K
|
+$53.2K
|
+717
|
+9%
|
|
|
390
|
Forte Capital
Rochester,
New York
|
$636K
|
–
|
–
|
–
|
|
|
391
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$630K
|
+$640K
|
+8,613
|
New
|
|
|
392
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$627K
|
-$14.4K
|
-194
|
-2%
|
|
|
393
|
Unionview LLC
Seattle,
Washington
|
$625K
|
+$635K
|
+8,554
|
New
|
|
|
394
|
Veritable
Wilmington,
Delaware
|
$623K
|
-$371
|
-5
|
-0.1%
|
|
|
395
|
Patron Partners
Houston,
Texas
|
$621K
|
-$25.9K
|
-349
|
-4%
|
|
|
396
|
KFA Private Wealth Group
Tysons,
Virginia
|
$621K
|
+$64.4K
|
+867
|
+11%
|
|
|
397
|
Laurel Wealth Planning
Edina,
Minnesota
|
$613K
|
+$58.4K
|
+787
|
+10%
|
|
|
398
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$611K
|
+$621K
|
+8,358
|
New
|
|
|
399
|
Cumberland Advisors
Sarasota,
Florida
|
$605K
|
+$81.7K
|
+1,100
|
+15%
|
|
|
400
|
Ascent Group
Virginia Beach,
Virginia
|
$604K
|
+$648K
|
+8,721
|
New
|
|
