|
501
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$309K
|
+$326K
|
+3,454
|
New
|
|
|
502
|
Truepoint Inc
Cincinnati,
Ohio
|
$308K
|
–
|
–
|
–
|
|
|
503
|
Berkeley Capital Partners
Milton,
Georgia
|
$307K
|
+$4.05K
|
+43
|
+1%
|
|
|
504
|
|
$305K
|
–
|
–
|
–
|
|
|
505
|
Ballentine Partners
Waltham,
Massachusetts
|
$305K
|
+$54.2K
|
+575
|
+20%
|
|
|
506
|
|
$304K
|
-$170K
|
-1,801
|
-35%
|
|
|
507
|
Crewe Advisors
Salt Lake City,
Utah
|
$304K
|
–
|
–
|
–
|
|
|
508
|
Intersect Capital
San Ramon,
California
|
$303K
|
+$14.1K
|
+150
|
+5%
|
|
|
509
|
Fagan Associates
Troy,
New York
|
$303K
|
+$75.4K
|
+800
|
+31%
|
|
|
510
|
Chemung Canal Trust
Elmira,
New York
|
$302K
|
–
|
–
|
–
|
|
|
511
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$299K
|
–
|
–
|
–
|
|
|
512
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$299K
|
+$315K
|
+3,345
|
New
|
|
|
513
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$291K
|
+$306K
|
+3,249
|
New
|
|
|
514
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$290K
|
+$305K
|
+3,237
|
New
|
|
|
515
|
Reliance Trust
Atlanta,
Georgia
|
$289K
|
–
|
–
|
–
|
|
|
516
|
GM Advisory Group
Melville,
New York
|
$289K
|
+$304K
|
+3,229
|
New
|
|
|
517
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$288K
|
-$3.4K
|
-36
|
-1%
|
|
|
518
|
|
$288K
|
+$304K
|
+3,221
|
New
|
|
|
519
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$285K
|
–
|
–
|
–
|
|
|
520
|
Smart Portfolios LLC
Seattle,
Washington
|
$284K
|
-$17.4K
|
-185
|
-6%
|
|
|
521
|
MA Private Wealth
San Carlos,
California
|
$284K
|
+$299K
|
+3,171
|
New
|
|
|
522
|
Perigon Wealth Management
San Francisco,
California
|
$281K
|
-$42.4K
|
-450
|
-13%
|
|
|
523
|
Evergreen Capital Management
Bellevue,
Washington
|
$281K
|
-$18.9K
|
-200
|
-6%
|
|
|
524
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$281K
|
+$38.2K
|
+405
|
+15%
|
|
|
525
|
Krilogy Financial
St. Louis,
Missouri
|
$280K
|
–
|
–
|
–
|
|
