|
401
|
Strategic Financial Partners
Bend,
Oregon
|
$997K
|
-$11K
|
-180
|
-1%
|
|
|
402
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$993K
|
–
|
–
|
–
|
|
|
403
|
KFA Private Wealth Group
Tysons,
Virginia
|
$992K
|
+$46.5K
|
+764
|
+5%
|
|
|
404
|
O'Rourke & Company
Boston,
Massachusetts
|
$991K
|
+$37.3K
|
+612
|
+4%
|
|
|
405
|
BT Wealth Management
Atlanta,
Georgia
|
$960K
|
-$18.1K
|
-298
|
-2%
|
|
|
406
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$959K
|
-$9.74K
|
-160
|
-1%
|
|
|
407
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$956K
|
-$37.7K
|
-620
|
-4%
|
|
|
408
|
SJS Investment Consulting
Sylvania,
Ohio
|
$956K
|
+$122K
|
+2,000
|
+14%
|
|
|
409
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$947K
|
+$20.6K
|
+338
|
+2%
|
|
|
410
|
Roundview Capital
Princeton,
New Jersey
|
$943K
|
+$53.8K
|
+884
|
+6%
|
|
|
411
|
Independent Family Office
Albany,
New York
|
$942K
|
–
|
–
|
–
|
|
|
412
|
CGN Advisors
Manhattan,
Kansas
|
$934K
|
+$33K
|
+542
|
+4%
|
|
|
413
|
Prosperity Planning
Kansas City,
Missouri
|
$924K
|
–
|
–
|
–
|
|
|
414
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$921K
|
-$1M
|
-16,500
|
-52%
|
|
|
415
|
Carson Advisory
Athens,
Georgia
|
$917K
|
-$6.09K
|
-100
|
-0.6%
|
|
|
416
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$916K
|
+$934K
|
+15,340
|
New
|
|
|
417
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$906K
|
-$166K
|
-2,732
|
-15%
|
|
|
418
|
Executive Wealth Group
Kirkland,
Washington
|
$906K
|
+$670
|
+11
|
+0.1%
|
|
|
419
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$904K
|
+$922K
|
+15,140
|
New
|
|
|
420
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$897K
|
+$1.03K
|
+17
|
+0.1%
|
|
|
421
|
Boyd Wealth Management
Sacramento,
California
|
$885K
|
–
|
–
|
–
|
|
|
422
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$883K
|
–
|
–
|
–
|
|
|
423
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$878K
|
+$895K
|
+14,693
|
New
|
|
|
424
|
TIAA FSB
Jacksonville,
Florida
|
$875K
|
-$339K
|
-5,561
|
-28%
|
|
|
425
|
Virtue Capital Management
Brentwood,
Tennessee
|
$853K
|
+$13.4K
|
+220
|
+2%
|
|
