|
301
|
Gradient Capital Advisors
San Diego,
California
|
$319K
|
–
|
–
|
–
|
|
|
302
|
|
$312K
|
-$41.5K
|
-1,712
|
-12%
|
|
|
303
|
United Community Bank
Greenville,
South Carolina
|
$307K
|
–
|
–
|
–
|
|
|
304
|
Maryland Capital Advisors
Chester,
Maryland
|
$307K
|
-$33.9K
|
-1,396
|
-10%
|
|
|
305
|
Harbour Investments
Madison,
Wisconsin
|
$304K
|
+$32.6K
|
+1,345
|
+12%
|
|
|
306
|
Ritholtz Wealth Management
New York
|
$303K
|
-$262K
|
-10,810
|
-46%
|
|
|
307
|
International Assets Investment Management
Orlando,
Florida
|
$299K
|
–
|
–
|
–
|
|
|
308
|
Yoder Wealth Management
Walnut Creek,
California
|
$295K
|
+$63.1K
|
+2,600
|
+27%
|
|
|
309
|
Principal Securities
Des Moines,
Iowa
|
$294K
|
–
|
–
|
–
|
|
|
310
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$291K
|
+$7.28K
|
+300
|
+3%
|
|
|
311
|
Meredith Wealth Planning
Maryville,
Illinois
|
$287K
|
+$3.08K
|
+127
|
+1%
|
|
|
312
|
SignatureFD
Atlanta,
Georgia
|
$286K
|
+$244K
|
+10,074
|
+607%
|
|
|
313
|
American Money Management
Rancho Santa Fe,
California
|
$283K
|
-$54.2K
|
-2,234
|
-16%
|
|
|
314
|
Private Trust Company
Cleveland,
Ohio
|
$282K
|
+$43K
|
+1,774
|
+18%
|
|
|
315
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$277K
|
–
|
–
|
–
|
|
|
316
|
Next Level Wealth Planning
Meridian,
Idaho
|
$277K
|
+$276K
|
+11,367
|
New
|
|
|
317
|
Summitry LLC
Foster City,
California
|
$273K
|
-$24.2K
|
-999
|
-8%
|
|
|
318
|
Fidelity Investments
Boston,
Massachusetts
|
$269K
|
+$212K
|
+8,752
|
+382%
|
|
|
319
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$267K
|
+$2.86K
|
+118
|
+1%
|
|
|
320
|
Cooper/Haims Advisors
Victor,
New York
|
$261K
|
–
|
–
|
–
|
|
|
321
|
Highland Financial Advisors
Wayne,
New Jersey
|
$258K
|
–
|
–
|
–
|
|
|
322
|
Avantax Planning Partners
Dubuque,
Iowa
|
$254K
|
–
|
–
|
–
|
|
|
323
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$251K
|
+$250K
|
+10,316
|
New
|
|
|
324
|
Horizons Wealth Management
Asheville,
North Carolina
|
$249K
|
–
|
–
|
–
|
|
|
325
|
Calton & Associates
Tampa,
Florida
|
$248K
|
+$16K
|
+659
|
+7%
|
|
