|
3126
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$328K
|
+$24.9K
|
+36
|
+8%
|
|
|
3127
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$327K
|
-$15.4M
|
-22,265
|
-98%
|
|
|
3128
|
Summit Wealth Group
White River Junction,
Vermont
|
$327K
|
–
|
–
|
–
|
|
|
3129
|
RAM Investment Partners
Bellevue,
Washington
|
$325K
|
+$172K
|
+248
|
+118%
|
|
|
3130
|
Foronjy Financial
Santa Barbara,
California
|
$325K
|
-$8.31K
|
-12
|
-3%
|
|
|
3131
|
Mosaic Financial Group
Chicago,
Illinois
|
$325K
|
+$1.39K
|
+2
|
+0.4%
|
|
|
3132
|
Schaeffer Financial
Rockville,
Maryland
|
$324K
|
–
|
–
|
–
|
|
|
3133
|
EJMK Ventures
Itasca,
Illinois
|
$324K
|
+$23.5K
|
+34
|
+8%
|
|
|
3134
|
Fonville Wealth Management
Richmond,
Virginia
|
$324K
|
+$49.9K
|
+72
|
+19%
|
|
|
3135
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$323K
|
-$361K
|
-521
|
-53%
|
|
|
3136
|
Financial Concepts Unlimited
Centreville,
Maine
|
$323K
|
+$316K
|
+456
|
New
|
|
|
3137
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$323K
|
–
|
–
|
–
|
|
|
3138
|
Sandro Wealth Management
Fairfield,
New Jersey
|
$322K
|
+$68.6K
|
+99
|
+28%
|
|
|
3139
|
Sagewood Asset Management
New York
|
$322K
|
+$315K
|
+455
|
New
|
|
|
3140
|
Chris Bulman
Roseville,
California
|
$322K
|
-$48.5K
|
-70
|
-13%
|
|
|
3141
|
Castleview Partners
Dallas,
Texas
|
$322K
|
-$369K
|
-533
|
-54%
|
|
|
3142
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$321K
|
+$314K
|
+453
|
New
|
|
|
3143
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$321K
|
+$45K
|
+65
|
+17%
|
|
|
3144
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$320K
|
-$3.46K
|
-5
|
-1%
|
|
|
3145
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$319K
|
+$693
|
+1
|
+0.2%
|
|
|
3146
|
Ironwood Investment Management
Boston,
Massachusetts
|
$319K
|
-$173K
|
-250
|
-36%
|
|
|
3147
|
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
$319K
|
-$69.3K
|
-100
|
-18%
|
|
|
3148
|
Rayburn West Financial Services
Nashville,
Tennessee
|
$319K
|
–
|
–
|
–
|
|
|
3149
|
Balentine LLC
Atlanta,
Georgia
|
$318K
|
-$166K
|
-239
|
-35%
|
|
|
3150
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$318K
|
-$693
|
-1
|
-0.2%
|
|
