|
326
|
Oppenheimer & Co
New York
|
$6.77M
|
-$214K
|
-2,724
|
-3%
|
|
|
327
|
Boston Family Office
Boston,
Massachusetts
|
$6.76M
|
-$279K
|
-3,551
|
-4%
|
|
|
328
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$6.76M
|
+$4.95M
|
+63,069
|
+268%
|
|
|
329
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$6.75M
|
-$52.6K
|
-671
|
-0.8%
|
|
|
330
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$6.73M
|
+$1.53M
|
+19,504
|
+29%
|
|
|
331
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.73M
|
-$1.21M
|
-15,432
|
-15%
|
|
|
332
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$6.59M
|
-$263K
|
-3,359
|
-4%
|
|
|
333
|
Lighthouse Financial
Largo,
Florida
|
$6.53M
|
+$6.57M
|
+83,723
|
New
|
|
|
334
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.45M
|
-$364K
|
-4,646
|
-5%
|
|
|
335
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.43M
|
-$519K
|
-6,618
|
-7%
|
|
|
336
|
Catalyst Capital Advisors
Huntington,
New York
|
$6.34M
|
–
|
–
|
–
|
|
|
337
|
Sharper & Granite
El Segundo,
California
|
$6.28M
|
+$173K
|
+2,205
|
+3%
|
|
|
338
|
Rezny Wealth Management
Fort Myers,
Florida
|
$6.26M
|
+$658K
|
+8,387
|
+12%
|
|
|
339
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$6.24M
|
-$95.3K
|
-1,215
|
-1%
|
|
|
340
|
First American Trust
Santa Ana,
California
|
$6.22M
|
+$1.15M
|
+14,699
|
+23%
|
|
|
341
|
AssetMark Inc
Concord,
California
|
$6.21M
|
-$142K
|
-1,816
|
-2%
|
|
|
342
|
Whittier Trust
South Pasadena,
California
|
$6.19M
|
-$436K
|
-5,555
|
-7%
|
|
|
343
|
Farther Finance Advisors
San Francisco,
California
|
$6.17M
|
-$241K
|
-3,071
|
-4%
|
|
|
344
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$6.13M
|
+$1.16M
|
+14,806
|
+23%
|
|
|
345
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$6.11M
|
+$74K
|
+943
|
+1%
|
|
|
346
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$6.1M
|
+$137K
|
+1,750
|
+2%
|
|
|
347
|
Summit Financial
Parsippany,
New Jersey
|
$6.06M
|
+$2.36M
|
+30,059
|
+63%
|
|
|
348
|
Black Diamond Financial
Towson,
Maryland
|
$6.02M
|
-$848K
|
-10,814
|
-12%
|
|
|
349
|
Middleton & Co
Boston,
Massachusetts
|
$5.91M
|
-$145K
|
-1,850
|
-2%
|
|
|
350
|
Planning Directions
Glen Mills,
Pennsylvania
|
$5.86M
|
-$394K
|
-5,022
|
-6%
|
|
