|
301
|
|
$255K
|
–
|
–
|
–
|
|
|
302
|
CRA Financial Services
Northfield,
New Jersey
|
$254K
|
–
|
–
|
–
|
|
|
303
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$254K
|
+$237K
|
+5,387
|
New
|
|
|
304
|
Csenge Advisory Group
Clearwater,
Florida
|
$249K
|
+$232K
|
+5,271
|
New
|
|
|
305
|
9258 Wealth Management
Blue Ash,
Ohio
|
$246K
|
-$491K
|
-11,145
|
-68%
|
|
|
306
|
WrapManager Inc
Mill Valley,
California
|
$242K
|
-$838
|
-19
|
-0.4%
|
|
|
307
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$241K
|
–
|
–
|
–
|
|
|
308
|
Crestone Asset Management
Boulder,
Colorado
|
$237K
|
+$222K
|
+5,026
|
New
|
|
|
309
|
Newman & Schimel
Deerfield,
Illinois
|
$236K
|
+$220K
|
+4,990
|
New
|
|
|
310
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$230K
|
-$107K
|
-2,423
|
-33%
|
|
|
311
|
Allworth Financial
Folsom,
California
|
$227K
|
+$1.9K
|
+43
|
+0.9%
|
|
|
312
|
Moneywise Inc
Forest,
Virginia
|
$227K
|
+$212K
|
+4,800
|
New
|
|
|
313
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$220K
|
+$206K
|
+4,669
|
New
|
|
|
314
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$217K
|
-$21.7K
|
-493
|
-10%
|
|
|
315
|
Global Retirement Partners
San Rafael,
California
|
$217K
|
+$4.76K
|
+108
|
+2%
|
|
|
316
|
Angeles Investment Advisors
Santa Monica,
California
|
$215K
|
+$201K
|
+4,558
|
New
|
|
|
317
|
Essex Savings Bank
Essex,
Connecticut
|
$210K
|
+$196K
|
+4,445
|
New
|
|
|
318
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$208K
|
+$194K
|
+4,407
|
New
|
|
|
319
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$196K
|
–
|
–
|
–
|
|
|
320
|
Perigon Wealth Management
San Francisco,
California
|
$195K
|
-$163K
|
-3,693
|
-47%
|
|
|
321
|
Central Trust Company
Jefferson City,
Missouri
|
$169K
|
–
|
–
|
–
|
|
|
322
|
Next Financial Group
Houston,
Texas
|
$136K
|
+$8.15K
|
+185
|
+7%
|
|
|
323
|
SYM Financial Corp
Winona Lake,
Indiana
|
$134K
|
–
|
–
|
–
|
|
|
324
|
AssetMark Inc
Concord,
California
|
$133K
|
-$882
|
-20
|
-0.7%
|
|
|
325
|
Oder Investment Management
Woodland Hills,
California
|
$129K
|
+$120K
|
+2,727
|
New
|
|
