|
351
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$1.47M
|
+$169K
|
+3,572
|
+13%
|
|
|
352
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.46M
|
-$630K
|
-13,302
|
-30%
|
|
|
353
|
Successful Portfolios
Clearwater,
Florida
|
$1.45M
|
-$134K
|
-2,830
|
-8%
|
|
|
354
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.44M
|
+$771K
|
+16,280
|
+116%
|
|
|
355
|
TD Private Client Wealth
New York
|
$1.43M
|
-$323K
|
-6,809
|
-18%
|
|
|
356
|
|
$1.42M
|
+$1.42M
|
+29,937
|
New
|
|
|
357
|
Aries Wealth Management
Portland,
Maine
|
$1.42M
|
–
|
–
|
–
|
|
|
358
|
MGO Private Wealth
Irvine,
California
|
$1.4M
|
-$4.6M
|
-97,172
|
-77%
|
|
|
359
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.39M
|
+$303K
|
+6,399
|
+28%
|
|
|
360
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.39M
|
+$184K
|
+3,886
|
+15%
|
|
|
361
|
Swan Capital
Pensacola,
Florida
|
$1.39M
|
+$306K
|
+6,465
|
+28%
|
|
|
362
|
Somerset Group
Wayzata,
Minnesota
|
$1.38M
|
-$12.6K
|
-265
|
-0.9%
|
|
|
363
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.37M
|
+$1.99K
|
+42
|
+0.1%
|
|
|
364
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.33M
|
+$1.33M
|
+28,050
|
New
|
|
|
365
|
ClearBridge Investments
New York
|
$1.33M
|
-$279K
|
-5,900
|
-17%
|
|
|
366
|
Curi RMB Capital
Chicago,
Illinois
|
$1.29M
|
+$1.28M
|
+27,116
|
New
|
|
|
367
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.28M
|
-$301K
|
-6,351
|
-19%
|
|
|
368
|
Continuum Advisory
Eagle,
Idaho
|
$1.28M
|
-$748K
|
-15,786
|
-37%
|
|
|
369
|
Washington Trust Bank
Spokane,
Washington
|
$1.27M
|
-$231K
|
-4,867
|
-15%
|
|
|
370
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.27M
|
-$361K
|
-7,617
|
-22%
|
|
|
371
|
Lakewood Asset Management
Naperville,
Illinois
|
$1.26M
|
+$2.89K
|
+61
|
+0.2%
|
|
|
372
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.26M
|
+$44.9K
|
+948
|
+4%
|
|
|
373
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$1.23M
|
+$1.23M
|
+25,974
|
New
|
|
|
374
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.23M
|
+$154K
|
+3,243
|
+14%
|
|
|
375
|
Prospera Financial Services
Dallas,
Texas
|
$1.23M
|
-$343K
|
-7,233
|
-22%
|
|
