|
326
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$849K
|
+$240K
|
+4,771
|
+39%
|
|
|
327
|
Choice Wealth Advisors
Waterville,
Maine
|
$844K
|
+$846K
|
+16,801
|
New
|
|
|
328
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$808K
|
+$10.2K
|
+202
|
+1%
|
|
|
329
|
Corient Private Wealth
Miami,
Florida
|
$804K
|
-$436K
|
-8,652
|
-35%
|
|
|
330
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$794K
|
+$796K
|
+15,801
|
New
|
|
|
331
|
HF Advisory Group
Annapolis,
Maryland
|
$775K
|
+$38.7K
|
+768
|
+5%
|
|
|
332
|
Capasso Planning Partners
Charleston,
South Carolina
|
$773K
|
+$557K
|
+11,055
|
+255%
|
|
|
333
|
Trademark Financial Management
Bloomington,
Minnesota
|
$770K
|
+$772K
|
+15,320
|
New
|
|
|
334
|
Trek Financial
Scottsdale,
Arizona
|
$758K
|
-$15.4M
|
-305,960
|
-95%
|
|
|
335
|
Bridge Advisory
Pasadena,
California
|
$749K
|
-$10.6M
|
-210,796
|
-93%
|
|
|
336
|
Moors & Cabot
Boston,
Massachusetts
|
$708K
|
+$28.7K
|
+570
|
+4%
|
|
|
337
|
Snowden Capital Advisors
New York
|
$707K
|
+$708K
|
+14,064
|
New
|
|
|
338
|
Flagstar Advisors
New York
|
$675K
|
+$9.17K
|
+182
|
+1%
|
|
|
339
|
Westside Investment Management
Santa Monica,
California
|
$674K
|
+$20.4K
|
+406
|
+3%
|
|
|
340
|
Latitude Advisors
Vero Beach,
Florida
|
$665K
|
+$667K
|
+13,242
|
New
|
|
|
341
|
Apexium Financial
Dallas,
Texas
|
$664K
|
+$121K
|
+2,395
|
+22%
|
|
|
342
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$656K
|
+$148K
|
+2,933
|
+29%
|
|
|
343
|
Alesco Advisors
Pittsford,
New York
|
$650K
|
+$2.52K
|
+50
|
+0.4%
|
|
|
344
|
Zacks Investment Management
Chicago,
Illinois
|
$648K
|
–
|
–
|
–
|
|
|
345
|
Curi RMB Capital
Chicago,
Illinois
|
$645K
|
–
|
–
|
–
|
|
|
346
|
Defined Wealth Management
Beaverton,
Oregon
|
$632K
|
+$24.2K
|
+481
|
+4%
|
|
|
347
|
Creekmur Asset Management
Morton,
Illinois
|
$609K
|
+$611K
|
+12,131
|
New
|
|
|
348
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$598K
|
+$599K
|
+11,897
|
New
|
|
|
349
|
Bank of Marin
Novato,
California
|
$595K
|
–
|
–
|
–
|
|
|
350
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$588K
|
+$590K
|
+11,707
|
New
|
|
