|
1701
|
Fort Point Capital Partners
San Francisco,
California
|
$248K
|
+$231K
|
+3,268
|
New
|
|
|
1702
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$247K
|
+$231K
|
+3,260
|
New
|
|
|
1703
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$246K
|
–
|
–
|
–
|
|
|
1704
|
Range Financial Group
Tigard,
Oregon
|
$246K
|
–
|
–
|
–
|
|
|
1705
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$246K
|
-$3.96K
|
-56
|
-2%
|
|
|
1706
|
Orion Capital Management
Coronado,
California
|
$246K
|
–
|
–
|
–
|
|
|
1707
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$246K
|
+$229K
|
+3,240
|
New
|
|
|
1708
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$245K
|
–
|
–
|
–
|
|
|
1709
|
Boston Research & Management
Manchester,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
1710
|
Steele Capital Management
Dubuque,
Iowa
|
$245K
|
+$228K
|
+3,228
|
New
|
|
|
1711
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$244K
|
+$228K
|
+3,224
|
New
|
|
|
1712
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$244K
|
–
|
–
|
–
|
|
|
1713
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
1714
|
Grandfield & Dodd
New York
|
$244K
|
–
|
–
|
–
|
|
|
1715
|
Planning Center Inc
Moline,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
1716
|
Univest Financial
Souderton,
Pennsylvania
|
$243K
|
+$227K
|
+3,212
|
New
|
|
|
1717
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$243K
|
–
|
–
|
–
|
|
|
1718
|
Parker Investment Management
Menlo Park,
California
|
$242K
|
–
|
–
|
–
|
|
|
1719
|
Russell Investments Group
London,
United Kingdom
|
$241K
|
+$58.8K
|
+832
|
+35%
|
|
|
1720
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$240K
|
-$1.49M
|
-21,024
|
-87%
|
|
|
1721
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$239K
|
–
|
–
|
–
|
|
|
1722
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$238K
|
+$283
|
+4
|
+0.1%
|
|
|
1723
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$238K
|
-$1.41K
|
-20
|
-0.6%
|
|
|
1724
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$238K
|
-$9.62K
|
-136
|
-4%
|
|
|
1725
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$237K
|
+$221K
|
+3,124
|
New
|
|
