|
801
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$229K
|
+$138K
|
+1,298
|
+158%
|
|
|
802
|
Gradient Capital Advisors
San Diego,
California
|
$226K
|
-$11K
|
-103
|
-5%
|
|
|
803
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$224K
|
–
|
–
|
–
|
|
|
804
|
9258 Wealth Management
Blue Ash,
Ohio
|
$223K
|
+$4.36K
|
+41
|
+2%
|
|
|
805
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$221K
|
+$638
|
+6
|
+0.3%
|
|
|
806
|
Maia Wealth
Denver,
Colorado
|
$221K
|
+$218K
|
+2,052
|
New
|
|
|
807
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$220K
|
+$532
|
+5
|
+0.2%
|
|
|
808
|
Todd Asset Management
Louisville,
Kentucky
|
$220K
|
–
|
–
|
–
|
|
|
809
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
810
|
Keebeck Wealth Management
Chicago,
Illinois
|
$219K
|
+$3.83K
|
+36
|
+2%
|
|
|
811
|
Klingman & Associates
New York
|
$218K
|
-$101K
|
-950
|
-32%
|
|
|
812
|
Webster Bank
Waterbury,
Connecticut
|
$217K
|
+$34K
|
+320
|
+19%
|
|
|
813
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$217K
|
–
|
–
|
–
|
|
|
814
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$214K
|
–
|
–
|
–
|
|
|
815
|
NVWM LLC
Yardley,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
816
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$214K
|
+$213K
|
+2,000
|
New
|
|
|
817
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$213K
|
+$212K
|
+1,997
|
New
|
|
|
818
|
Spreng Capital Management
Bucyrus,
Ohio
|
$213K
|
–
|
–
|
–
|
|
|
819
|
Mission Wealth Management
Santa Barbara,
California
|
$213K
|
-$246K
|
-2,318
|
-54%
|
|
|
820
|
Lazard Asset Management
New York
|
$213K
|
–
|
–
|
–
|
|
|
821
|
Bulltick Wealth Management
Miami,
Florida
|
$211K
|
-$88.6K
|
-833
|
-30%
|
|
|
822
|
Principle Wealth Partners
Madison,
Connecticut
|
$211K
|
–
|
–
|
–
|
|
|
823
|
Proficio Capital Partners
Newton,
Massachusetts
|
$210K
|
–
|
–
|
–
|
|
|
824
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$209K
|
-$5.85K
|
-55
|
-3%
|
|
|
825
|
NorthRock Partners
Minneapolis,
Minnesota
|
$208K
|
-$589K
|
-5,535
|
-74%
|
|
