|
1201
|
Alta Capital Management
Salt Lake City,
Utah
|
$247K
|
-$193K
|
-775
|
-41%
|
|
|
1202
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$247K
|
-$3.73K
|
-15
|
-1%
|
|
|
1203
|
Good Life Advisors
Reading,
Pennsylvania
|
$247K
|
-$3.48K
|
-14
|
-1%
|
|
|
1204
|
Charles Schwab Trust
Henderson,
Nevada
|
$245K
|
–
|
–
|
–
|
|
|
1205
|
Cullinan Associates
Louisville,
Kentucky
|
$245K
|
–
|
–
|
–
|
|
|
1206
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$245K
|
–
|
–
|
–
|
|
|
1207
|
Willner & Heller
Encino,
California
|
$245K
|
+$995
|
+4
|
+0.4%
|
|
|
1208
|
|
$245K
|
+$267K
|
+1,073
|
+3,974%
|
|
|
1209
|
Pitcairn
Conshohocken,
Pennsylvania
|
$244K
|
+$12.9K
|
+52
|
+5%
|
|
|
1210
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$244K
|
+$273K
|
+1,097
|
New
|
|
|
1211
|
Everhart Financial Group
Dublin,
Ohio
|
$243K
|
-$17.2K
|
-69
|
-6%
|
|
|
1212
|
LGL Partners
Philadelphia,
Pennsylvania
|
$243K
|
-$6.22K
|
-25
|
-2%
|
|
|
1213
|
Atlas Private Wealth Management
Albany,
New York
|
$243K
|
+$21.9K
|
+88
|
+9%
|
|
|
1214
|
Segment Wealth Management
Houston,
Texas
|
$242K
|
–
|
–
|
–
|
|
|
1215
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$242K
|
+$53K
|
+213
|
+24%
|
|
|
1216
|
Aspiriant LLC
Los Angeles,
California
|
$241K
|
-$3.23K
|
-13
|
-1%
|
|
|
1217
|
Abacus Wealth Partners
Santa Monica,
California
|
$241K
|
–
|
–
|
–
|
|
|
1218
|
KB Financial Partners
Princeton,
New Jersey
|
$240K
|
+$44.8K
|
+180
|
+20%
|
|
|
1219
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
1220
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$238K
|
+$1.74K
|
+7
|
+0.7%
|
|
|
1221
|
E Fund Management
Guangzhou,
China
|
$237K
|
+$24.6K
|
+99
|
+10%
|
|
|
1222
|
NorthRock Partners
Minneapolis,
Minnesota
|
$236K
|
-$8.46K
|
-34
|
-3%
|
|
|
1223
|
LWM Advisory Services
Plantation,
Florida
|
$235K
|
+$7.96K
|
+32
|
+3%
|
|
|
1224
|
ICA Group Wealth Management
Denver,
Colorado
|
$234K
|
+$23.6K
|
+95
|
+10%
|
|
|
1225
|
SPC Financial Inc
Rockville,
Maryland
|
$233K
|
–
|
–
|
–
|
|
