|
3201
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$428K
|
-$37.2K
|
-50
|
-8%
|
|
|
3202
|
GreatBanc Trust
Lisle,
Illinois
|
$428K
|
+$417K
|
+561
|
New
|
|
|
3203
|
Planning Center Inc
Moline,
Illinois
|
$427K
|
–
|
–
|
–
|
|
|
3204
|
CCG Wealth Management
San Diego,
California
|
$427K
|
+$11.2K
|
+15
|
+3%
|
|
|
3205
|
TPG Advisors
Northfield,
Illinois
|
$427K
|
-$744
|
-1
|
-0.2%
|
|
|
3206
|
PTM Wealth Management
North Wales,
United States
|
$426K
|
-$14.9K
|
-20
|
-4%
|
|
|
3207
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$426K
|
-$6.7K
|
-9
|
-2%
|
|
|
3208
|
Peak Retirement Planning
Columbus,
Ohio
|
$425K
|
+$6.7K
|
+9
|
+2%
|
|
|
3209
|
BHK Investment Advisors
Birmingham,
Alabama
|
$425K
|
–
|
–
|
–
|
|
|
3210
|
Sierra Ocean
Ripon,
California
|
$425K
|
+$34.2K
|
+46
|
+9%
|
|
|
3211
|
Plan A Wealth
Lincoln,
Nebraska
|
$424K
|
+$77.4K
|
+104
|
+23%
|
|
|
3212
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$424K
|
-$18.6M
|
-24,933
|
-98%
|
|
|
3213
|
Wulff, Hansen & Co
San Rafael,
California
|
$423K
|
-$171K
|
-230
|
-29%
|
|
|
3214
|
Sunesis Advisors
Overland Park,
Kansas
|
$423K
|
+$413K
|
+555
|
New
|
|
|
3215
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$423K
|
–
|
–
|
–
|
|
|
3216
|
Griffith & Werner
Canton,
Georgia
|
$422K
|
+$324K
|
+436
|
New
|
|
|
3217
|
Disciplined Investors
Waco,
Texas
|
$421K
|
+$159K
|
+213
|
+63%
|
|
|
3218
|
AllSquare Wealth Management
Albany,
New York
|
$421K
|
+$149K
|
+200
|
+57%
|
|
|
3219
|
Silver Oak Advisory Group
Portland,
Oregon
|
$421K
|
-$17.9K
|
-24
|
-4%
|
|
|
3220
|
OneAscent Family Office
Birmingham,
Alabama
|
$420K
|
+$11.9K
|
+16
|
+3%
|
|
|
3221
|
Panoramic Capital Partners
Lake Oswego,
Oregon
|
$420K
|
-$3.72K
|
-5
|
-0.9%
|
|
|
3222
|
R.W. Roge & Company
Bohemia,
New York
|
$419K
|
–
|
–
|
–
|
|
|
3223
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$419K
|
+$54.3K
|
+73
|
+15%
|
|
|
3224
|
Echo45 Advisors
Walnut Creek,
California
|
$417K
|
-$11.9K
|
-16
|
-3%
|
|
|
3225
|
Atwood & Palmer
Kansas City,
Missouri
|
$415K
|
–
|
–
|
–
|
|
