|
801
|
High Net Worth Advisory Group
Naples,
Florida
|
$371K
|
+$375K
|
+6,055
|
New
|
|
|
802
|
Cypress Capital Group
Palm Beach,
Florida
|
$370K
|
-$198K
|
-3,200
|
-35%
|
|
|
803
|
Altium Wealth Management
Purchase,
New York
|
$367K
|
+$118K
|
+1,907
|
+47%
|
|
|
804
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$365K
|
+$368K
|
+5,949
|
New
|
|
|
805
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$364K
|
–
|
–
|
–
|
|
|
806
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$363K
|
-$1.42K
|
-23
|
-0.4%
|
|
|
807
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$363K
|
–
|
–
|
–
|
|
|
808
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$362K
|
–
|
–
|
–
|
|
|
809
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$362K
|
+$47K
|
+760
|
+15%
|
|
|
810
|
WNY Asset Management
Williamsville,
New York
|
$360K
|
-$24.4K
|
-395
|
-6%
|
|
|
811
|
American Investment Services
Great Barrington,
Massachusetts
|
$360K
|
+$14.5K
|
+235
|
+4%
|
|
|
812
|
AllSquare Wealth Management
Albany,
New York
|
$358K
|
–
|
–
|
–
|
|
|
813
|
ProVise Management Group
Clearwater,
Florida
|
$358K
|
+$495
|
+8
|
+0.1%
|
|
|
814
|
Petix & Botte Financial
La Mesa,
California
|
$357K
|
-$578K
|
-9,341
|
-62%
|
|
|
815
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$357K
|
+$144K
|
+2,332
|
+67%
|
|
|
816
|
Summit Trail Advisors
New York
|
$355K
|
–
|
–
|
–
|
|
|
817
|
Venture Visionary Partners
Sylvania,
Ohio
|
$355K
|
–
|
–
|
–
|
|
|
818
|
Lazard Asset Management
New York
|
$355K
|
+$359K
|
+5,794
|
New
|
|
|
819
|
Vision Capital Management
Portland,
Oregon
|
$353K
|
–
|
–
|
–
|
|
|
820
|
TD Capital Management
Memphis,
Tennessee
|
$350K
|
+$1.61K
|
+26
|
+0.5%
|
|
|
821
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$349K
|
–
|
–
|
–
|
|
|
822
|
Ashford Advisors
Pittsford,
New York
|
$349K
|
+$352K
|
+5,693
|
New
|
|
|
823
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$348K
|
-$8.79K
|
-142
|
-2%
|
|
|
824
|
Red Door Wealth Management
Memphis,
Tennessee
|
$348K
|
+$65.3K
|
+1,056
|
+23%
|
|
|
825
|
Better Money Decisions
Santa Fe,
New Mexico
|
$347K
|
-$90K
|
-1,454
|
-20%
|
|
