|
326
|
Family Capital Trust
Peabody,
Massachusetts
|
$246K
|
–
|
–
|
–
|
|
|
327
|
180 Wealth Advisors
Federal Way,
Washington
|
$245K
|
+$27K
|
+385
|
+13%
|
|
|
328
|
Chris Bulman
Roseville,
California
|
$236K
|
+$239K
|
+3,404
|
New
|
|
|
329
|
Private Trust Company
Cleveland,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
330
|
Meridian Wealth Advisors
Austin,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
331
|
CreativeOne Wealth
Overland Park,
Kansas
|
$235K
|
-$118K
|
-1,683
|
-33%
|
|
|
332
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$235K
|
+$9.97K
|
+142
|
+4%
|
|
|
333
|
Planning Directions
Glen Mills,
Pennsylvania
|
$234K
|
-$40.3K
|
-574
|
-15%
|
|
|
334
|
Principal Financial Group
Des Moines,
Iowa
|
$226K
|
–
|
–
|
–
|
|
|
335
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$224K
|
-$3.44K
|
-49
|
-1%
|
|
|
336
|
Sage Advisory Services
Austin,
Texas
|
$224K
|
-$37.2K
|
-530
|
-14%
|
|
|
337
|
Bristlecone Advisors
Bellevue,
Washington
|
$223K
|
–
|
–
|
–
|
|
|
338
|
Elevate Wealth Advisory
Athens,
Georgia
|
$220K
|
-$28.8K
|
-410
|
-11%
|
|
|
339
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$216K
|
–
|
–
|
–
|
|
|
340
|
Sequoia Financial Advisors
Akron,
Ohio
|
$215K
|
-$32.6K
|
-465
|
-13%
|
|
|
341
|
Vanguard Group
Malvern,
Pennsylvania
|
$214K
|
+$217K
|
+3,086
|
New
|
|
|
342
|
Richardson Financial Services
Medway,
Massachusetts
|
$212K
|
-$10K
|
-143
|
-4%
|
|
|
343
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$208K
|
+$210K
|
+2,995
|
New
|
|
|
344
|
PDS Planning
Dublin,
Ohio
|
$203K
|
–
|
–
|
–
|
|
|
345
|
EP Wealth Advisors
Torrance,
California
|
$189K
|
+$19.5K
|
+278
|
+11%
|
|
|
346
|
Sunbelt Securities
Houston,
Texas
|
$178K
|
+$1.9K
|
+27
|
+1%
|
|
|
347
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$170K
|
–
|
–
|
–
|
|
|
348
|
Asset Dedication LLC
San Francisco,
California
|
$168K
|
–
|
–
|
–
|
|
|
349
|
|
$166K
|
-$1.07M
|
-15,273
|
-86%
|
|
|
350
|
Colonial Trust
Spartanburg,
South Carolina
|
$163K
|
–
|
–
|
–
|
|
