|
1201
|
|
$339K
|
+$340K
|
+1,162
|
New
|
|
|
1202
|
Wealthspan Partners
Davenport,
Iowa
|
$339K
|
–
|
–
|
–
|
|
|
1203
|
Caldwell Trust
Venice,
Florida
|
$339K
|
+$4.39K
|
+15
|
+1%
|
|
|
1204
|
EARNEST Partners
Atlanta,
Georgia
|
$337K
|
-$3.22K
|
-11
|
-0.9%
|
|
|
1205
|
First Nebraska Trust
Lincoln,
Nebraska
|
$337K
|
–
|
–
|
–
|
|
|
1206
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$335K
|
-$80.6K
|
-275
|
-19%
|
|
|
1207
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$335K
|
+$336K
|
+1,148
|
New
|
|
|
1208
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$335K
|
-$16.1K
|
-55
|
-5%
|
|
|
1209
|
Compass Capital Corp
Braintree,
Massachusetts
|
$335K
|
+$8.49K
|
+29
|
+3%
|
|
|
1210
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$335K
|
+$112K
|
+384
|
+50%
|
|
|
1211
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$331K
|
+$879
|
+3
|
+0.3%
|
|
|
1212
|
|
$331K
|
-$24.6K
|
-84
|
-7%
|
|
|
1213
|
Advisors Asset Management
Monument,
Colorado
|
$329K
|
-$586
|
-2
|
-0.2%
|
|
|
1214
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$328K
|
-$3.81K
|
-13
|
-1%
|
|
|
1215
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$328K
|
–
|
–
|
–
|
|
|
1216
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$328K
|
+$330K
|
+1,125
|
New
|
|
|
1217
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$328K
|
+$879
|
+3
|
+0.3%
|
|
|
1218
|
Focused Wealth Management
Newburgh,
New York
|
$327K
|
+$37.8K
|
+129
|
+13%
|
|
|
1219
|
SVB Wealth
Boston,
Massachusetts
|
$326K
|
-$45.4K
|
-155
|
-12%
|
|
|
1220
|
Keel Point
Huntsville,
Alabama
|
$326K
|
-$50.7K
|
-173
|
-13%
|
|
|
1221
|
1900 Wealth Management
San Antonio,
Texas
|
$325K
|
+$326K
|
+1,114
|
New
|
|
|
1222
|
Worth Asset Management
Dallas,
Texas
|
$325K
|
+$326K
|
+1,114
|
New
|
|
|
1223
|
MFA Wealth Services
Thousand Oaks,
California
|
$325K
|
+$879
|
+3
|
+0.3%
|
|
|
1224
|
3Chopt Investment Partners
Richmond,
Virginia
|
$324K
|
+$15.8K
|
+54
|
+5%
|
|
|
1225
|
Florida Financial Advisors
Tampa,
Florida
|
$324K
|
+$65.3K
|
+223
|
+25%
|
|
