|
226
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$3.55M
|
+$226K
|
+5,774
|
+7%
|
|
|
227
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.55M
|
-$34.9K
|
-889
|
-1%
|
|
|
228
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$3.54M
|
–
|
–
|
–
|
|
|
229
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.52M
|
-$55.2K
|
-1,407
|
-2%
|
|
|
230
|
Asset Dedication LLC
San Francisco,
California
|
$3.51M
|
-$312K
|
-7,959
|
-8%
|
|
|
231
|
Truist Financial
Charlotte,
North Carolina
|
$3.46M
|
+$1.63M
|
+41,493
|
+90%
|
|
|
232
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.42M
|
+$179K
|
+4,560
|
+6%
|
|
|
233
|
BIP Wealth
Atlanta,
Georgia
|
$3.36M
|
-$371K
|
-9,454
|
-10%
|
|
|
234
|
Single Point Partners
Boston,
Massachusetts
|
$3.34M
|
+$7.41K
|
+189
|
+0.2%
|
|
|
235
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.3M
|
-$182K
|
-4,633
|
-5%
|
|
|
236
|
Gainplan
Bloomfield Hills,
Michigan
|
$3.29M
|
-$67.5K
|
-1,721
|
-2%
|
|
|
237
|
Liquid Strategies
Atlanta,
Georgia
|
$3.28M
|
+$3.27M
|
+83,382
|
New
|
|
|
238
|
Turning Point Benefit Group
Frederick,
Maryland
|
$3.28M
|
-$145K
|
-3,694
|
-4%
|
|
|
239
|
SPC Financial Inc
Rockville,
Maryland
|
$3.24M
|
+$89.1K
|
+2,271
|
+3%
|
|
|
240
|
Richardson Financial Services
Medway,
Massachusetts
|
$3.21M
|
+$160K
|
+4,075
|
+5%
|
|
|
241
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.2M
|
-$304K
|
-7,745
|
-9%
|
|
|
242
|
Intrust Bank
Wichita,
Kansas
|
$3.2M
|
+$849K
|
+21,637
|
+36%
|
|
|
243
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$3.14M
|
+$254K
|
+6,482
|
+9%
|
|
|
244
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$3.08M
|
+$550K
|
+14,031
|
+22%
|
|
|
245
|
Ervin Investment Management
Seattle,
Washington
|
$3.06M
|
+$185K
|
+4,721
|
+6%
|
|
|
246
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.05M
|
-$422K
|
-10,760
|
-12%
|
|
|
247
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$3.04M
|
+$137K
|
+3,500
|
+5%
|
|
|
248
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$3.04M
|
-$29.7M
|
-757,108
|
-91%
|
|
|
249
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$3.03M
|
+$130K
|
+3,304
|
+4%
|
|
|
250
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$3.02M
|
+$2.88M
|
+73,500
|
+1,403%
|
|
