|
301
|
Essential Planning
Portsmouth,
New Hampshire
|
$4.5M
|
–
|
–
|
–
|
|
|
302
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$4.42M
|
+$385K
|
+4,704
|
+10%
|
|
|
303
|
WesBanco Bank
Wheeling,
West Virginia
|
$4.4M
|
+$4.41M
|
+53,828
|
New
|
|
|
304
|
|
$4.39M
|
+$4.4M
|
+53,751
|
New
|
|
|
305
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$4.39M
|
-$280K
|
-3,427
|
-6%
|
|
|
306
|
CPR Investments
Rochester,
Michigan
|
$4.32M
|
+$127K
|
+1,551
|
+3%
|
|
|
307
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.29M
|
-$696K
|
-8,501
|
-14%
|
|
|
308
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$4.27M
|
-$97.6K
|
-1,193
|
-2%
|
|
|
309
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.23M
|
+$3.09M
|
+37,756
|
+265%
|
|
|
310
|
MBA Advisors
Hermitage,
Pennsylvania
|
$4.22M
|
+$288K
|
+3,515
|
+7%
|
|
|
311
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.2M
|
-$40.9K
|
-500
|
-1%
|
|
|
312
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$4.17M
|
-$158K
|
-1,935
|
-4%
|
|
|
313
|
Millennium Management
New York
|
$4.16M
|
-$922K
|
-11,270
|
-18%
|
|
|
314
|
Davenport & Co
Richmond,
Virginia
|
$4.15M
|
+$1.23M
|
+14,994
|
+42%
|
|
|
315
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$4.13M
|
-$72.6K
|
-887
|
-2%
|
|
|
316
|
|
$4.12M
|
+$4.12M
|
+50,330
|
New
|
|
|
317
|
Martin Capital Partners
Eugene,
Oregon
|
$4.11M
|
-$53.5K
|
-654
|
-1%
|
|
|
318
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.09M
|
+$1.02M
|
+12,520
|
+33%
|
|
|
319
|
Lee Financial
Dallas,
Texas
|
$4.07M
|
-$1.55M
|
-18,888
|
-27%
|
|
|
320
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4M
|
-$8.18K
|
-100
|
-0.2%
|
|
|
321
|
SigFig Wealth Management
San Francisco,
California
|
$4M
|
-$307K
|
-3,753
|
-7%
|
|
|
322
|
Oppenheimer Asset Management
New York
|
$3.97M
|
-$446K
|
-5,452
|
-10%
|
|
|
323
|
Citizens Financial Group
Providence,
Rhode Island
|
$3.94M
|
+$478K
|
+5,838
|
+14%
|
|
|
324
|
Koa Wealth Management
Encinitas,
California
|
$3.93M
|
+$300K
|
+3,667
|
+8%
|
|
|
325
|
Hudock Inc
Williamsport,
Pennsylvania
|
$3.92M
|
+$274K
|
+3,347
|
+7%
|
|
