|
3201
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$204K
|
+$210K
|
+1,055
|
New
|
|
|
3202
|
SIH Partners
Wilmington,
Delaware
|
$203K
|
+$210K
|
+1,054
|
New
|
|
|
3203
|
Peak Retirement Planning
Columbus,
Ohio
|
$203K
|
+$210K
|
+1,054
|
New
|
|
|
3204
|
|
$203K
|
+$596
|
+3
|
+0.3%
|
|
|
3205
|
First United Bank & Trust
Oakland,
Maryland
|
$203K
|
-$19.9K
|
-100
|
-9%
|
|
|
3206
|
Boston Partners
Boston,
Massachusetts
|
$202K
|
-$61.4K
|
-309
|
-23%
|
|
|
3207
|
Mayport LLC
Newton,
Massachusetts
|
$202K
|
+$208K
|
+1,048
|
New
|
|
|
3208
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$202K
|
+$218K
|
+1,098
|
New
|
|
|
3209
|
Slagle Financial
Edwardsville,
Illinois
|
$202K
|
+$208K
|
+1,045
|
New
|
|
|
3210
|
Client 1st Advisory Group
Dunedin,
Florida
|
$201K
|
-$12.5K
|
-63
|
-6%
|
|
|
3211
|
ERn Financial LLC
Middleton,
Wisconsin
|
$201K
|
+$207K
|
+1,042
|
New
|
|
|
3212
|
Balance Wealth
Delaware,
Ohio
|
$201K
|
+$207K
|
+1,040
|
New
|
|
|
3213
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$201K
|
+$199
|
+1
|
+0.1%
|
|
|
3214
|
RBO & Co
Saint Helena,
California
|
$201K
|
+$207K
|
+1,040
|
New
|
|
|
3215
|
Brighton Securities
Rochester,
New York
|
$200K
|
-$32.4K
|
-163
|
-14%
|
|
|
3216
|
Barrett & Company
Providence,
Rhode Island
|
$200K
|
–
|
–
|
–
|
|
|
3217
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$200K
|
+$206K
|
+1,037
|
New
|
|
|
3218
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$200K
|
+$206K
|
+1,037
|
New
|
|
|
3219
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$199K
|
–
|
–
|
–
|
|
|
3220
|
Financially Speaking
Greenwood Village,
Colorado
|
$198K
|
–
|
–
|
–
|
|
|
3221
|
Toth Financial Advisory
Leesburg,
Virginia
|
$197K
|
+$6.16K
|
+31
|
+3%
|
|
|
3222
|
Physician Wealth Advisors
Midvale,
Utah
|
$196K
|
+$4.97K
|
+25
|
+3%
|
|
|
3223
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$191K
|
–
|
–
|
–
|
|
|
3224
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$187K
|
-$161K
|
-810
|
-45%
|
|
|
3225
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$187K
|
–
|
–
|
–
|
|
