|
1601
|
Loveless Wealth Management
Billings,
Montana
|
$257K
|
–
|
–
|
–
|
|
|
1602
|
Weatherly Asset Management
Del Mar,
California
|
$257K
|
–
|
–
|
–
|
|
|
1603
|
XML Financial
Bethesda,
Maryland
|
$255K
|
+$30.3K
|
+159
|
+14%
|
|
|
1604
|
DRW Securities
Chicago,
Illinois
|
$254K
|
-$271K
|
-1,420
|
-52%
|
|
|
1605
|
Essex Savings Bank
Essex,
Connecticut
|
$254K
|
-$5.72K
|
-30
|
-2%
|
|
|
1606
|
First Personal Financial Services
Charlotte,
North Carolina
|
$253K
|
-$39.1K
|
-205
|
-13%
|
|
|
1607
|
McCollum Christoferson Group
Amherst,
New York
|
$253K
|
–
|
–
|
–
|
|
|
1608
|
Dearborn Partners
Chicago,
Illinois
|
$251K
|
–
|
–
|
–
|
|
|
1609
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$251K
|
+$248K
|
+1,304
|
New
|
|
|
1610
|
Beaton Management Company
Haverhill,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
1611
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$250K
|
–
|
–
|
–
|
|
|
1612
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$250K
|
+$30.5K
|
+160
|
+14%
|
|
|
1613
|
Joel Isaacson & Co
New York
|
$249K
|
-$92.8K
|
-487
|
-27%
|
|
|
1614
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$249K
|
+$191
|
+1
|
+0.1%
|
|
|
1615
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$249K
|
+$381
|
+2
|
+0.2%
|
|
|
1616
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$249K
|
+$7.62K
|
+40
|
+3%
|
|
|
1617
|
Howard Wealth Management
Madison,
Connecticut
|
$246K
|
-$5.72K
|
-30
|
-2%
|
|
|
1618
|
Stockman Wealth Management
Billings,
Montana
|
$246K
|
+$7.62K
|
+40
|
+3%
|
|
|
1619
|
First Bancorp
Damariscotta,
Maine
|
$246K
|
+$244K
|
+1,280
|
New
|
|
|
1620
|
Financial Engines Advisors
Santa Clara,
California
|
$244K
|
-$96.6K
|
-507
|
-28%
|
|
|
1621
|
Cobblestone Capital Advisors
Rochester,
New York
|
$244K
|
–
|
–
|
–
|
|
|
1622
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$244K
|
–
|
–
|
–
|
|
|
1623
|
HoyleCohen
San Diego,
California
|
$243K
|
–
|
–
|
–
|
|
|
1624
|
Bollard Group
Boston,
Massachusetts
|
$243K
|
+$1.33K
|
+7
|
+0.6%
|
|
|
1625
|
Donor Advised Charitable Giving
San Francisco,
California
|
$242K
|
-$220K
|
-1,155
|
-48%
|
|
