|
201
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$59K
|
–
|
–
|
–
|
|
|
202
|
Parallel Advisors
San Francisco,
California
|
$57K
|
-$2.08K
|
-40
|
-4%
|
|
|
203
|
Spectrum Management Group
Indianapolis,
Indiana
|
$52K
|
–
|
–
|
–
|
|
|
204
|
Kings Point Capital Management
Great Neck,
New York
|
$49K
|
–
|
–
|
–
|
|
|
205
|
Fidelity Investments
Boston,
Massachusetts
|
$46K
|
-$20.5K
|
-393
|
-33%
|
|
|
206
|
TrueWealth LLC
Atlanta,
Georgia
|
$41K
|
–
|
–
|
–
|
|
|
207
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$40K
|
-$4.17K
|
-80
|
-10%
|
|
|
208
|
Huntington National Bank
Columbus,
Ohio
|
$40K
|
–
|
–
|
–
|
|
|
209
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$34K
|
-$8.7K
|
-167
|
-22%
|
|
|
210
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
211
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$26K
|
-$104K
|
-2,000
|
-81%
|
|
|
212
|
HM Payson & Co
Portland,
Maine
|
$25K
|
–
|
–
|
–
|
|
|
213
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$25K
|
–
|
–
|
–
|
|
|
214
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$25K
|
+$22.7K
|
+436
|
+4,360%
|
|
|
215
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24K
|
+$22.1K
|
+425
|
New
|
|
|
216
|
Tradewinds Capital Management
Bellingham,
Washington
|
$23K
|
-$13.9M
|
-267,140
|
-100%
|
|
|
217
|
NWK Group
San Francisco,
California
|
$23K
|
–
|
–
|
–
|
|
|
218
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$22.6K
|
–
|
–
|
–
|
|
|
219
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$22K
|
+$19.8K
|
+380
|
New
|
|
|
220
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$21K
|
-$1.3K
|
-25
|
-6%
|
|
|
221
|
Retirement Group
San Diego,
California
|
$21K
|
+$19.6K
|
+376
|
New
|
|
|
222
|
Rockbridge Investment Management
Syracuse,
New York
|
$19K
|
+$17.5K
|
+336
|
New
|
|
|
223
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$18K
|
+$1.93K
|
+37
|
+13%
|
|
|
224
|
Global Financial Private Client
Sarasota,
Florida
|
$17.3K
|
–
|
–
|
–
|
|
|
225
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$17K
|
-$25K
|
-480
|
-62%
|
|
