|
501
|
Fulton Bank
Lancaster,
Pennsylvania
|
$385K
|
+$393K
|
+3,546
|
New
|
|
|
502
|
Smart Portfolios LLC
Seattle,
Washington
|
$384K
|
+$62.4K
|
+563
|
+19%
|
|
|
503
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$383K
|
-$35K
|
-316
|
-8%
|
|
|
504
|
Inlight Wealth Management
Atlanta,
Georgia
|
$383K
|
+$391K
|
+3,528
|
New
|
|
|
505
|
Whittier Trust
South Pasadena,
California
|
$378K
|
+$15.8K
|
+143
|
+4%
|
|
|
506
|
Altiora Financial Group
Lebanon,
Ohio
|
$376K
|
–
|
–
|
–
|
|
|
507
|
Ausdal Financial Partners
Davenport,
Iowa
|
$375K
|
+$22.1K
|
+199
|
+6%
|
|
|
508
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$375K
|
–
|
–
|
–
|
|
|
509
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$373K
|
+$10.3K
|
+93
|
+3%
|
|
|
510
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$369K
|
–
|
–
|
–
|
|
|
511
|
Insight Inv LLC
El Segundo,
California
|
$366K
|
+$325K
|
+2,933
|
+670%
|
|
|
512
|
Willner & Heller
Encino,
California
|
$362K
|
+$15K
|
+135
|
+4%
|
|
|
513
|
Montecito Bank & Trust
Santa Barbara,
California
|
$361K
|
–
|
–
|
–
|
|
|
514
|
Curated Wealth Partners
El Segundo,
California
|
$359K
|
+$143K
|
+1,293
|
+64%
|
|
|
515
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$358K
|
-$23.7K
|
-214
|
-6%
|
|
|
516
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$356K
|
+$111
|
+1
|
+0%
|
|
|
517
|
Grimes & Company
Westborough,
Massachusetts
|
$351K
|
-$2.77K
|
-25
|
-0.8%
|
|
|
518
|
|
$351K
|
+$34.1K
|
+308
|
+11%
|
|
|
519
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$349K
|
+$14.4K
|
+130
|
+4%
|
|
|
520
|
Principal Financial Group
Des Moines,
Iowa
|
$343K
|
+$350K
|
+3,161
|
New
|
|
|
521
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$340K
|
+$23.3K
|
+210
|
+7%
|
|
|
522
|
Amara Financial
San Francisco,
California
|
$339K
|
+$1.66K
|
+15
|
+0.5%
|
|
|
523
|
Capital Investment Advisors
Atlanta,
Georgia
|
$336K
|
-$96.7K
|
-872
|
-22%
|
|
|
524
|
SimplyRich
Carlsbad,
California
|
$336K
|
–
|
–
|
–
|
|
|
525
|
Summit Global Investments
Bountiful,
Utah
|
$335K
|
–
|
–
|
–
|
|
