|
301
|
Perennial Investment Advisors
Los Angeles,
California
|
$233K
|
+$3.62K
|
+45
|
+2%
|
|
|
302
|
Kelly Financial Services
Braintree,
Massachusetts
|
$229K
|
+$1.52M
|
+18,931
|
+32,640%
|
|
|
303
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$219K
|
–
|
–
|
–
|
|
|
304
|
Bessemer Group
Woodbridge,
New Jersey
|
$219K
|
+$23.5K
|
+292
|
+12%
|
|
|
305
|
KFA Private Wealth Group
Tysons,
Virginia
|
$217K
|
-$32.9K
|
-409
|
-14%
|
|
|
306
|
SigFig Wealth Management
San Francisco,
California
|
$210K
|
+$204K
|
+2,538
|
New
|
|
|
307
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$209K
|
-$654K
|
-8,131
|
-76%
|
|
|
308
|
Colonial River Investments
Midlothian,
Virginia
|
$207K
|
+$201K
|
+2,498
|
New
|
|
|
309
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$205K
|
+$200K
|
+2,480
|
New
|
|
|
310
|
Abacus Wealth Partners
Santa Monica,
California
|
$200K
|
+$195K
|
+2,419
|
New
|
|
|
311
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$200K
|
+$185K
|
+2,297
|
+1,947%
|
|
|
312
|
Firestone Capital Management
Coral Gables,
Florida
|
$195K
|
–
|
–
|
–
|
|
|
313
|
Howe & Rusling
Rochester,
New York
|
$195K
|
+$25.3K
|
+315
|
+15%
|
|
|
314
|
Eaton Vance Management
Boston,
Massachusetts
|
$182K
|
–
|
–
|
–
|
|
|
315
|
Focused Wealth Management
Newburgh,
New York
|
$182K
|
+$161
|
+2
|
+0.1%
|
|
|
316
|
AssetMark Inc
Concord,
California
|
$167K
|
-$25.2K
|
-313
|
-13%
|
|
|
317
|
Fidelity Investments
Boston,
Massachusetts
|
$163K
|
-$805
|
-10
|
-0.5%
|
|
|
318
|
4Thought Financial Group
Syosset,
New York
|
$162K
|
-$2.74K
|
-34
|
-2%
|
|
|
319
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$159K
|
-$21.7K
|
-270
|
-12%
|
|
|
320
|
tru Independence
Portland,
Oregon
|
$157K
|
+$153K
|
+1,904
|
New
|
|
|
321
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$157K
|
-$4.02K
|
-50
|
-3%
|
|
|
322
|
Affiance Financial
St. Louis Park,
Minnesota
|
$155K
|
-$4.99K
|
-62
|
-3%
|
|
|
323
|
Clearstead Trust
Portland,
Maine
|
$155K
|
+$151K
|
+1,877
|
New
|
|
|
324
|
PrairieView Partners
St. Paul,
Minnesota
|
$148K
|
–
|
–
|
–
|
|
|
325
|
AllSquare Wealth Management
Albany,
New York
|
$137K
|
–
|
–
|
–
|
|
