|
2901
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$347K
|
+$70.5K
|
+440
|
+28%
|
|
|
2902
|
Martel Wealth Advisors
Vancouver,
Washington
|
$346K
|
–
|
–
|
–
|
|
|
2903
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$345K
|
–
|
–
|
–
|
|
|
2904
|
Valued Retirements
Houston,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
2905
|
Wulff, Hansen & Co
San Rafael,
California
|
$343K
|
+$319K
|
+1,990
|
New
|
|
|
2906
|
TrueWealth Advisors
Birmingham,
Alabama
|
$343K
|
-$33.8K
|
-211
|
-10%
|
|
|
2907
|
Miller Howard Investments
Kingston,
New York
|
$342K
|
-$915K
|
-5,710
|
-74%
|
|
|
2908
|
Atwood & Palmer
Kansas City,
Missouri
|
$342K
|
-$208K
|
-1,300
|
-40%
|
|
|
2909
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$342K
|
–
|
–
|
–
|
|
|
2910
|
LifeSteps Financial
Claremont,
California
|
$342K
|
+$1.6K
|
+10
|
+0.5%
|
|
|
2911
|
Sentry LLC
Memphis,
Tennessee
|
$342K
|
+$32.1K
|
+200
|
+11%
|
|
|
2912
|
Caldwell Sutter Capital
Sausalito,
California
|
$341K
|
-$69.3K
|
-432
|
-18%
|
|
|
2913
|
FFG Partners
Fort Lauderdale,
Florida
|
$341K
|
+$64.9K
|
+405
|
+26%
|
|
|
2914
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$339K
|
+$315K
|
+1,963
|
New
|
|
|
2915
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$337K
|
+$97.2K
|
+606
|
+45%
|
|
|
2916
|
Insight Inv LLC
El Segundo,
California
|
$336K
|
–
|
–
|
–
|
|
|
2917
|
Maryland Capital Advisors
Chester,
Maryland
|
$336K
|
–
|
–
|
–
|
|
|
2918
|
Baxter Bros Inc
Riverside,
Connecticut
|
$335K
|
–
|
–
|
–
|
|
|
2919
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$335K
|
–
|
–
|
–
|
|
|
2920
|
Tarbox Family Office
Newport Beach,
California
|
$335K
|
–
|
–
|
–
|
|
|
2921
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$334K
|
+$65.2K
|
+407
|
+27%
|
|
|
2922
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$333K
|
+$310K
|
+1,932
|
New
|
|
|
2923
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$333K
|
–
|
–
|
–
|
|
|
2924
|
Financial Engines Advisors
Santa Clara,
California
|
$333K
|
-$318K
|
-1,982
|
-51%
|
|
|
2925
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$332K
|
-$3.17M
|
-19,765
|
-91%
|
|
