|
251
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.29M
|
-$47K
|
-1,645
|
-3%
|
|
|
252
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.27M
|
+$113K
|
+3,946
|
+9%
|
|
|
253
|
Miller Financial Services
Marshall,
Michigan
|
$1.26M
|
+$1.37M
|
+48,029
|
New
|
|
|
254
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$1.26M
|
+$1.37M
|
+48,023
|
New
|
|
|
255
|
AssetMark Inc
Concord,
California
|
$1.25M
|
+$66.8K
|
+2,339
|
+5%
|
|
|
256
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.25M
|
-$28.9K
|
-1,012
|
-2%
|
|
|
257
|
LifeWealth Investments
Winter Garden,
Florida
|
$1.24M
|
+$1.35M
|
+47,263
|
New
|
|
|
258
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.24M
|
-$18.6K
|
-652
|
-1%
|
|
|
259
|
Avalon Capital Management
Port Of Redwood City,
California
|
$1.21M
|
+$468K
|
+16,376
|
+55%
|
|
|
260
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.21M
|
-$145K
|
-5,072
|
-10%
|
|
|
261
|
Moors & Cabot
Boston,
Massachusetts
|
$1.21M
|
+$103K
|
+3,605
|
+9%
|
|
|
262
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$1.19M
|
+$1.3M
|
+45,350
|
New
|
|
|
263
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.19M
|
–
|
–
|
–
|
|
|
264
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$1.18M
|
+$1.28M
|
+44,725
|
New
|
|
|
265
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.17M
|
-$409K
|
-14,333
|
-24%
|
|
|
266
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.16M
|
+$497K
|
+17,400
|
+65%
|
|
|
267
|
|
$1.15M
|
-$835K
|
-29,223
|
-40%
|
|
|
268
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.14M
|
+$173K
|
+6,066
|
+16%
|
|
|
269
|
Investment Partners
New Philadelphia,
Ohio
|
$1.13M
|
–
|
–
|
–
|
|
|
270
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.12M
|
+$310K
|
+10,835
|
+34%
|
|
|
271
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.12M
|
-$1.55M
|
-54,283
|
-56%
|
|
|
272
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.11M
|
+$685K
|
+23,986
|
+133%
|
|
|
273
|
Park Avenue Securities
New York
|
$1.08M
|
-$12.4K
|
-433
|
-1%
|
|
|
274
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.08M
|
+$165K
|
+5,761
|
+16%
|
|
|
275
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.08M
|
+$271K
|
+9,500
|
+30%
|
|
