|
1876
|
Buffington Mohr McNeal
Boise,
Idaho
|
$258K
|
+$262K
|
+6,819
|
New
|
|
|
1877
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
1878
|
Holderness Investments Company
Greensboro,
North Carolina
|
$255K
|
+$23.1K
|
+600
|
+10%
|
|
|
1879
|
CCG Wealth Management
San Diego,
California
|
$254K
|
+$2.19K
|
+57
|
+0.9%
|
|
|
1880
|
Center for Financial Planning
Southfied,
Michigan
|
$254K
|
+$32.9K
|
+855
|
+15%
|
|
|
1881
|
Capital Advantage
Walnut Creek,
California
|
$252K
|
+$220K
|
+5,724
|
New
|
|
|
1882
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$249K
|
+$24.7K
|
+642
|
+11%
|
|
|
1883
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$246K
|
-$11.5K
|
-300
|
-4%
|
|
|
1884
|
D'Orazio & Associates
Falls Church,
Virginia
|
$245K
|
+$115
|
+3
|
+0%
|
|
|
1885
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$245K
|
+$34.5K
|
+897
|
+16%
|
|
|
1886
|
Coastline Trust
Providence,
Rhode Island
|
$244K
|
-$53.1K
|
-1,380
|
-18%
|
|
|
1887
|
Kings Point Capital Management
Great Neck,
New York
|
$243K
|
-$45.8K
|
-1,191
|
-16%
|
|
|
1888
|
Arax Advisory Partners
Denver,
Colorado
|
$243K
|
-$2.08K
|
-54
|
-0.8%
|
|
|
1889
|
Wakefield Asset Management
Englewood,
Colorado
|
$243K
|
+$9.23K
|
+240
|
+4%
|
|
|
1890
|
BSW Wealth Partners
Boulder,
Colorado
|
$242K
|
+$44.3K
|
+1,152
|
+22%
|
|
|
1891
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$240K
|
-$5.31K
|
-138
|
-2%
|
|
|
1892
|
Summit Securities Group
New York
|
$239K
|
-$4.54M
|
-117,900
|
-95%
|
|
|
1893
|
First Business Financial Services
Madison,
Wisconsin
|
$239K
|
-$16.4K
|
-426
|
-6%
|
|
|
1894
|
KFA Private Wealth Group
Tysons,
Virginia
|
$238K
|
+$241K
|
+6,270
|
New
|
|
|
1895
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$236K
|
-$31.7K
|
-825
|
-13%
|
|
|
1896
|
McRae Capital Management
Morristown,
New Jersey
|
$236K
|
-$5.77K
|
-150
|
-2%
|
|
|
1897
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$236K
|
–
|
–
|
–
|
|
|
1898
|
Karpas Strategies
Litchfield,
Connecticut
|
$236K
|
–
|
–
|
–
|
|
|
1899
|
Personal CFO Solutions
Chester,
New Jersey
|
$236K
|
+$239K
|
+6,222
|
New
|
|
|
1900
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$235K
|
-$55.4K
|
-1,440
|
-19%
|
|
