|
1051
|
West Coast Financial
Santa Barbara,
California
|
$2.66M
|
-$123K
|
-554
|
-4%
|
|
|
1052
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$2.66M
|
-$10.2K
|
-46
|
-0.4%
|
|
|
1053
|
Mad River Investors
Boston,
Massachusetts
|
$2.65M
|
–
|
–
|
–
|
|
|
1054
|
WealthSource Partners
San Luis Obispo,
California
|
$2.64M
|
-$14.8K
|
-67
|
-0.5%
|
|
|
1055
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$2.63M
|
-$2.26M
|
-10,206
|
-45%
|
|
|
1056
|
Boston Research & Management
Manchester,
Massachusetts
|
$2.63M
|
–
|
–
|
–
|
|
|
1057
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.63M
|
-$329K
|
-1,486
|
-11%
|
|
|
1058
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$2.62M
|
-$76.6K
|
-346
|
-3%
|
|
|
1059
|
CMG Global Holdings
Plano,
Texas
|
$2.62M
|
+$7.75K
|
+35
|
+0.3%
|
|
|
1060
|
Fulton Bank
Lancaster,
Pennsylvania
|
$2.62M
|
+$46.5K
|
+210
|
+2%
|
|
|
1061
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$2.61M
|
-$7.3K
|
-33
|
-0.3%
|
|
|
1062
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.61M
|
+$209K
|
+944
|
+8%
|
|
|
1063
|
Keel Point
Huntsville,
Alabama
|
$2.61M
|
-$1.07M
|
-4,855
|
-28%
|
|
|
1064
|
Fort Point Capital Partners
San Francisco,
California
|
$2.59M
|
-$25.7K
|
-116
|
-0.9%
|
|
|
1065
|
Waypoint Wealth Partners
Mill Valley,
California
|
$2.59M
|
+$326K
|
+1,473
|
+14%
|
|
|
1066
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2.59M
|
+$4.43K
|
+20
|
+0.2%
|
|
|
1067
|
JFG Wealth Management
Denver,
Colorado
|
$2.59M
|
–
|
–
|
–
|
|
|
1068
|
Argent Trust Co
Nashville,
Tennessee
|
$2.58M
|
-$90.8K
|
-410
|
-3%
|
|
|
1069
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.57M
|
+$687K
|
+3,104
|
+34%
|
|
|
1070
|
Neuberger Berman Group
New York
|
$2.57M
|
+$124K
|
+559
|
+5%
|
|
|
1071
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.57M
|
-$6.42K
|
-29
|
-0.2%
|
|
|
1072
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$2.56M
|
+$1.19M
|
+5,386
|
+81%
|
|
|
1073
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$2.55M
|
–
|
–
|
–
|
|
|
1074
|
Tacita Capital
Toronto,
Ontario, Canada
|
$2.55M
|
-$22.1K
|
-100
|
-0.8%
|
|
|
1075
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$2.54M
|
+$2.22M
|
+10,047
|
+520%
|
|
