|
3176
|
Planned Solutions
Folsom,
California
|
$227K
|
–
|
–
|
–
|
|
|
3177
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$226K
|
+$225K
|
+413
|
New
|
|
|
3178
|
Mirador Capital Partners
Pleasanton,
California
|
$226K
|
+$544
|
+1
|
+0.2%
|
|
|
3179
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$226K
|
–
|
–
|
–
|
|
|
3180
|
Custos Family Office
Austin,
Texas
|
$226K
|
+$1.09K
|
+2
|
+0.5%
|
|
|
3181
|
Finivi Inc
Westborough,
Massachusetts
|
$225K
|
–
|
–
|
–
|
|
|
3182
|
Matrix Trust Company
Denver,
Colorado
|
$225K
|
+$58.8K
|
+108
|
+36%
|
|
|
3183
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$224K
|
-$18K
|
-33
|
-7%
|
|
|
3184
|
INVST
Indianapolis,
Indiana
|
$224K
|
-$134K
|
-246
|
-38%
|
|
|
3185
|
Accredited Wealth Management
Louisville,
Kentucky
|
$223K
|
-$2.72K
|
-5
|
-1%
|
|
|
3186
|
SilverOak Wealth Management
Edina,
Minnesota
|
$223K
|
–
|
–
|
–
|
|
|
3187
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$223K
|
+$13.1K
|
+24
|
+6%
|
|
|
3188
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$222K
|
–
|
–
|
–
|
|
|
3189
|
Skyline Advisors
Bellingham,
Washington
|
$222K
|
-$2.18K
|
-4
|
-1%
|
|
|
3190
|
Maxele Advisors
Webster Groves,
Missouri
|
$222K
|
–
|
–
|
–
|
|
|
3191
|
ORG Partners
Roanoke,
Indiana
|
$221K
|
-$145K
|
-266
|
-40%
|
|
|
3192
|
Cura Wealth Advisors
Chicago,
Illinois
|
$221K
|
+$220K
|
+404
|
New
|
|
|
3193
|
Alpha Financial Partners
Lexington,
Kentucky
|
$221K
|
+$8.71K
|
+16
|
+4%
|
|
|
3194
|
Sage Financial Management Group
Mclean,
Virginia
|
$221K
|
–
|
–
|
–
|
|
|
3195
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$221K
|
-$103K
|
-190
|
-32%
|
|
|
3196
|
EARNEST Partners
Atlanta,
Georgia
|
$221K
|
–
|
–
|
–
|
|
|
3197
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$221K
|
–
|
–
|
–
|
|
|
3198
|
Optivise Advisory Services
Franklin,
Tennessee
|
$220K
|
+$10.3K
|
+19
|
+5%
|
|
|
3199
|
Whitney & Co
Rochester,
New York
|
$220K
|
-$3.81K
|
-7
|
-2%
|
|
|
3200
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$220K
|
+$1.63K
|
+3
|
+0.8%
|
|
