|
251
|
Montecito Bank & Trust
Santa Barbara,
California
|
$367K
|
+$372K
|
+6,450
|
New
|
|
|
252
|
Sonata Capital Group
Seattle,
Washington
|
$366K
|
+$130K
|
+2,250
|
+54%
|
|
|
253
|
Equitable Holdings
New York
|
$362K
|
+$46.7K
|
+809
|
+15%
|
|
|
254
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$361K
|
–
|
–
|
–
|
|
|
255
|
Peak Retirement Planning
Columbus,
Ohio
|
$361K
|
+$366K
|
+6,342
|
New
|
|
|
256
|
Highline Wealth Partners
Sherman Oaks,
California
|
$360K
|
+$1.73K
|
+30
|
+0.5%
|
|
|
257
|
Trilogy Capital
Irvine,
California
|
$359K
|
–
|
–
|
–
|
|
|
258
|
Kera Capital Partners
San Jose,
California
|
$353K
|
+$358K
|
+6,203
|
New
|
|
|
259
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$350K
|
+$355K
|
+6,154
|
New
|
|
|
260
|
Falcon Wealth Planning
Ontario,
California
|
$347K
|
+$57.1K
|
+990
|
+19%
|
|
|
261
|
Fisher Asset Management
Camas,
Washington
|
$345K
|
-$61.2K
|
-1,061
|
-15%
|
|
|
262
|
|
$341K
|
–
|
–
|
–
|
|
|
263
|
Wise Wealth Partners
Phoenix,
Arizona
|
$336K
|
+$1.56K
|
+27
|
+0.5%
|
|
|
264
|
Fortitude Financial
Spokane,
Washington
|
$335K
|
-$21.6K
|
-375
|
-6%
|
|
|
265
|
Fort Point Capital Partners
San Francisco,
California
|
$327K
|
–
|
–
|
–
|
|
|
266
|
IMPACTfolio
Denver,
Colorado
|
$322K
|
+$37.7K
|
+653
|
+13%
|
|
|
267
|
SageView Advisory Group
Newport Beach,
California
|
$318K
|
-$173
|
-3
|
-0.1%
|
|
|
268
|
VestGen Advisors
Inverness,
Illinois
|
$318K
|
+$321K
|
+5,570
|
New
|
|
|
269
|
Safeguard Investment Advisory Group
Corona,
California
|
$305K
|
-$7.67K
|
-133
|
-2%
|
|
|
270
|
Union Savings Bank
Litchfield,
Connecticut
|
$300K
|
-$154K
|
-2,668
|
-34%
|
|
|
271
|
Members Wealth
Media,
Pennsylvania
|
$298K
|
+$52.5K
|
+910
|
+21%
|
|
|
272
|
Apeiron RIA
Dallas,
Texas
|
$297K
|
–
|
–
|
–
|
|
|
273
|
Brooklyn Investment Group
Brooklyn,
New York
|
$288K
|
+$292K
|
+5,062
|
New
|
|
|
274
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$288K
|
–
|
–
|
–
|
|
|
275
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$277K
|
-$346K
|
-6,003
|
-55%
|
|
