|
201
|
TrueWealth LLC
Atlanta,
Georgia
|
$25K
|
-$59.8K
|
-581
|
-71%
|
|
|
202
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$25K
|
–
|
–
|
–
|
|
|
203
|
William Blair & Company
Chicago,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
204
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
205
|
Optimum Investment Advisors
Chicago,
Illinois
|
$21K
|
–
|
–
|
–
|
|
|
206
|
Patten Group
Chattanooga,
Tennessee
|
$21K
|
–
|
–
|
–
|
|
|
207
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$20.6K
|
–
|
–
|
–
|
|
|
208
|
Delta Asset Management
Memphis,
Tennessee
|
$20K
|
–
|
–
|
–
|
|
|
209
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$19K
|
–
|
–
|
–
|
|
|
210
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18K
|
–
|
–
|
–
|
|
|
211
|
LifePlan Financial Group
Dayton,
Ohio
|
$17K
|
–
|
–
|
–
|
|
|
212
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
-$34.6K
|
-336
|
-75%
|
|
|
213
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$12K
|
–
|
–
|
–
|
|
|
214
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$12K
|
–
|
–
|
–
|
|
|
215
|
North Star Investment Management
Chicago,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
216
|
Whittier Trust
South Pasadena,
California
|
$12K
|
–
|
–
|
–
|
|
|
217
|
SignatureFD
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
218
|
WealthShield Partners
Cary,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
219
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
220
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
221
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
222
|
Clear Perspective Advisors
Aurora,
Illinois
|
$3K
|
+$3.19K
|
+31
|
New
|
|
|
223
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$3K
|
+$3.5K
|
+34
|
New
|
|
|
224
|
AllSquare Wealth Management
Albany,
New York
|
$2K
|
-$32.4K
|
-315
|
-94%
|
|
|
225
|
Parallel Advisors
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
