|
376
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$1.07M
|
+$1.1M
|
+31,589
|
New
|
|
|
377
|
Disciplined Investors
Waco,
Texas
|
$1.06M
|
+$1.46K
|
+42
|
+0.1%
|
|
|
378
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$1.06M
|
+$1.09M
|
+31,205
|
New
|
|
|
379
|
M Wealth Management LLC
San Diego,
California
|
$1.06M
|
-$57.4K
|
-1,649
|
-5%
|
|
|
380
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.06M
|
-$4.38K
|
-126
|
-0.4%
|
|
|
381
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.06M
|
–
|
–
|
–
|
|
|
382
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1.06M
|
+$313
|
+9
|
+0%
|
|
|
383
|
Schubert & Co
Mckinney,
Texas
|
$1.04M
|
-$184K
|
-5,297
|
-15%
|
|
|
384
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.03M
|
+$75.9K
|
+2,180
|
+8%
|
|
|
385
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$1.03M
|
–
|
–
|
–
|
|
|
386
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.02M
|
–
|
–
|
–
|
|
|
387
|
M&T Bank
Buffalo,
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
388
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.01M
|
-$1.32K
|
-38
|
-0.1%
|
|
|
389
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$960K
|
–
|
–
|
–
|
|
|
390
|
MASECO Private Wealth
London,
|
$957K
|
+$19K
|
+545
|
+2%
|
|
|
391
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$952K
|
+$975K
|
+28,025
|
New
|
|
|
392
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$933K
|
+$2.82K
|
+81
|
+0.3%
|
|
|
393
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$921K
|
-$469K
|
-13,478
|
-33%
|
|
|
394
|
Safeguard Investment Advisory Group
Corona,
California
|
$895K
|
-$100K
|
-2,882
|
-10%
|
|
|
395
|
Meredith Wealth Planning
Maryville,
Illinois
|
$890K
|
+$1.6K
|
+46
|
+0.2%
|
|
|
396
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$889K
|
–
|
–
|
–
|
|
|
397
|
Bank of New York Mellon
New York
|
$863K
|
+$128K
|
+3,682
|
+17%
|
|
|
398
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$855K
|
–
|
–
|
–
|
|
|
399
|
Wharton Business Group
Malvern,
Pennsylvania
|
$852K
|
–
|
–
|
–
|
|
|
400
|
Scratch Capital
Boise,
Idaho
|
$852K
|
+$40.6K
|
+1,168
|
+5%
|
|
