|
226
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$388K
|
–
|
–
|
–
|
|
|
227
|
Focus Partners Wealth
Boston,
Massachusetts
|
$378K
|
+$378K
|
+14,878
|
New
|
|
|
228
|
Veery Capital
Wilmington,
Delaware
|
$376K
|
-$9.4K
|
-370
|
-2%
|
|
|
229
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$361K
|
–
|
–
|
–
|
|
|
230
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$351K
|
+$113K
|
+4,454
|
+48%
|
|
|
231
|
Fort Point Capital Partners
San Francisco,
California
|
$348K
|
–
|
–
|
–
|
|
|
232
|
Concurrent Investment Advisors
Tampa,
Florida
|
$346K
|
-$6.56K
|
-258
|
-2%
|
|
|
233
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$329K
|
+$5.08K
|
+200
|
+2%
|
|
|
234
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$319K
|
–
|
–
|
–
|
|
|
235
|
Wealthfront Advisers
Palo Alto,
California
|
$318K
|
-$25.6K
|
-1,007
|
-7%
|
|
|
236
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$318K
|
+$317K
|
+12,482
|
New
|
|
|
237
|
Naples Global Advisors
Naples,
Florida
|
$312K
|
–
|
–
|
–
|
|
|
238
|
All Season Financial Advisors
Denver,
Colorado
|
$308K
|
+$308K
|
+12,126
|
New
|
|
|
239
|
Intrua Financial
Houston,
Texas
|
$308K
|
+$203
|
+8
|
+0.1%
|
|
|
240
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$305K
|
–
|
–
|
–
|
|
|
241
|
Clifford Group
Wayland,
Massachusetts
|
$303K
|
+$303K
|
+11,927
|
New
|
|
|
242
|
IMA Advisory Services
Denver,
Colorado
|
$301K
|
-$132K
|
-5,200
|
-30%
|
|
|
243
|
SigFig Wealth Management
San Francisco,
California
|
$298K
|
+$298K
|
+11,714
|
New
|
|
|
244
|
Diversify Advisory Services
Sandy,
Utah
|
$298K
|
-$52.4K
|
-2,063
|
-15%
|
|
|
245
|
Oppenheimer & Co
New York
|
$297K
|
+$297K
|
+11,687
|
New
|
|
|
246
|
Principal Financial Group
Des Moines,
Iowa
|
$297K
|
–
|
–
|
–
|
|
|
247
|
Strategic Financial Planning
Plano,
Texas
|
$291K
|
+$4.04K
|
+159
|
+1%
|
|
|
248
|
Comerica Bank
Dallas,
Texas
|
$291K
|
-$76.3K
|
-3,002
|
-21%
|
|
|
249
|
Hilltop Partners
Mishawaka,
Indiana
|
$287K
|
+$15.3K
|
+603
|
+6%
|
|
|
250
|
Truist Financial
Charlotte,
North Carolina
|
$287K
|
-$145K
|
-5,705
|
-34%
|
|
