|
3701
|
GoalVest Advisory
New York
|
$240K
|
+$11.4K
|
+13
|
+6%
|
|
|
3702
|
Abound Financial
Granite Bay,
California
|
$240K
|
+$176K
|
+200
|
+800%
|
|
|
3703
|
Citrine Capital
San Francisco,
California
|
$240K
|
+$198K
|
+225
|
New
|
|
|
3704
|
GenWealth Group
Maplewood,
New Jersey
|
$240K
|
+$198K
|
+225
|
New
|
|
|
3705
|
Mawer Investment Management
Calgary,
Alberta, Canada
|
$240K
|
+$198K
|
+225
|
New
|
|
|
3706
|
Helium Advisors
Everett,
Washington
|
$239K
|
+$198K
|
+225
|
New
|
|
|
3707
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$239K
|
+$198K
|
+225
|
New
|
|
|
3708
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$239K
|
-$326K
|
-371
|
-62%
|
|
|
3709
|
BFSG LLC
Irvine,
California
|
$239K
|
–
|
–
|
–
|
|
|
3710
|
Wealthcare Capital Management
Richmond,
Virginia
|
$239K
|
+$197K
|
+224
|
New
|
|
|
3711
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$238K
|
+$237K
|
+270
|
New
|
|
|
3712
|
Financial Symmetry
Raleigh,
North Carolina
|
$237K
|
+$196K
|
+223
|
New
|
|
|
3713
|
Strait & Sound Wealth Management
San Francisco,
California
|
$237K
|
+$196K
|
+223
|
New
|
|
|
3714
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
3715
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$236K
|
+$195K
|
+222
|
New
|
|
|
3716
|
Lee Financial
Dallas,
Texas
|
$236K
|
+$195K
|
+222
|
New
|
|
|
3717
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$236K
|
+$195K
|
+222
|
New
|
|
|
3718
|
Putney Financial Group
San Rafael,
California
|
$236K
|
+$195K
|
+222
|
New
|
|
|
3719
|
Forefront Wealth Partners
Austin,
Texas
|
$236K
|
+$194K
|
+221
|
New
|
|
|
3720
|
PlanVest Financial
Gaithersburg,
Maryland
|
$236K
|
+$155K
|
+176
|
+383%
|
|
|
3721
|
Mendel Capital Management
Little Rock,
Arkansas
|
$236K
|
+$195K
|
+222
|
New
|
|
|
3722
|
LGL Partners
Philadelphia,
Pennsylvania
|
$236K
|
+$194K
|
+221
|
New
|
|
|
3723
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
$235K
|
+$194K
|
+221
|
New
|
|
|
3724
|
ERn Financial LLC
Middleton,
Wisconsin
|
$235K
|
+$194K
|
+221
|
New
|
|
|
3725
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$234K
|
+$193K
|
+220
|
New
|
|
