|
476
|
Partners in Financial Planning
Salem,
Virginia
|
$935K
|
-$56.4K
|
-1,010
|
-5%
|
|
|
477
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$926K
|
+$965K
|
+17,296
|
New
|
|
|
478
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$925K
|
+$11.2K
|
+200
|
+1%
|
|
|
479
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$924K
|
-$208K
|
-3,718
|
-18%
|
|
|
480
|
Laurel Wealth Planning
Edina,
Minnesota
|
$922K
|
-$51.8K
|
-928
|
-5%
|
|
|
481
|
Mather Group
Chicago,
Illinois
|
$912K
|
-$8.39M
|
-150,350
|
-90%
|
|
|
482
|
Mission Creek Capital Partners
San Francisco,
California
|
$910K
|
-$14.6K
|
-262
|
-2%
|
|
|
483
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$909K
|
+$9.99K
|
+179
|
+1%
|
|
|
484
|
CreativeOne Wealth
Overland Park,
Kansas
|
$905K
|
-$156K
|
-2,787
|
-14%
|
|
|
485
|
Successful Portfolios
Clearwater,
Florida
|
$905K
|
+$122K
|
+2,181
|
+15%
|
|
|
486
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$888K
|
+$14.7K
|
+263
|
+2%
|
|
|
487
|
Archer Investment Corporation
Carmel,
Indiana
|
$881K
|
+$126K
|
+2,251
|
+16%
|
|
|
488
|
Tortoise Investment Management
White Plains,
New York
|
$876K
|
+$20.7K
|
+370
|
+2%
|
|
|
489
|
Presidio Capital Management
San Diego,
California
|
$871K
|
-$845K
|
-15,135
|
-48%
|
|
|
490
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$870K
|
+$41K
|
+734
|
+5%
|
|
|
491
|
Axxcess Wealth Management
Carlsbad,
California
|
$866K
|
-$845K
|
-15,136
|
-48%
|
|
|
492
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$864K
|
-$1.95K
|
-35
|
-0.2%
|
|
|
493
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$859K
|
+$39.2K
|
+703
|
+5%
|
|
|
494
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$857K
|
-$286K
|
-5,132
|
-24%
|
|
|
495
|
Clark Asset Management
Stratham,
New Hampshire
|
$852K
|
+$293K
|
+5,256
|
+49%
|
|
|
496
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$847K
|
+$2.79K
|
+50
|
+0.3%
|
|
|
497
|
Independent Family Office
Albany,
New York
|
$844K
|
–
|
–
|
–
|
|
|
498
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$838K
|
+$54.8K
|
+981
|
+7%
|
|
|
499
|
AGF Management
Toronto,
Ontario, Canada
|
$836K
|
-$54.7K
|
-980
|
-6%
|
|
|
500
|
Cambridge Advisors
Omaha,
Nebraska
|
$835K
|
+$42.4K
|
+760
|
+5%
|
|
