|
2226
|
Financial Plan Inc
Bellingham,
Washington
|
$203K
|
+$192K
|
+669
|
New
|
|
|
2227
|
WealthCollab
Bellevue,
Washington
|
$202K
|
–
|
–
|
–
|
|
|
2228
|
Peak Financial Management
Wellesley,
Massachusetts
|
$202K
|
+$191K
|
+668
|
New
|
|
|
2229
|
Colonial River Investments
Midlothian,
Virginia
|
$202K
|
+$191K
|
+667
|
New
|
|
|
2230
|
Waterway Wealth Management
The Woodlands,
Texas
|
$202K
|
-$56.7K
|
-198
|
-23%
|
|
|
2231
|
Carrera Capital Advisors
Troy,
Michigan
|
$202K
|
+$191K
|
+666
|
New
|
|
|
2232
|
Parthenon LLC
Louisville,
Kentucky
|
$202K
|
+$191K
|
+665
|
New
|
|
|
2233
|
Perkins Coie Trust Company
Seattle,
Washington
|
$202K
|
–
|
–
|
–
|
|
|
2234
|
Northstar Advisory Group
Northfield,
New Jersey
|
$201K
|
+$191K
|
+665
|
New
|
|
|
2235
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$201K
|
+$190K
|
+663
|
New
|
|
|
2236
|
One Wealth Advisors
San Francisco,
California
|
$200K
|
+$189K
|
+660
|
New
|
|
|
2237
|
Pacific Center for Financial Services
San Ramon,
California
|
$199K
|
+$8.31K
|
+29
|
+5%
|
|
|
2238
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$197K
|
+$287
|
+1
|
+0.2%
|
|
|
2239
|
Allspring Global Investments
Charlotte,
North Carolina
|
$196K
|
+$96.3K
|
+336
|
+106%
|
|
|
2240
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$192K
|
+$182K
|
+635
|
New
|
|
|
2241
|
Ares Financial Consulting
Calabasas,
California
|
$191K
|
–
|
–
|
–
|
|
|
2242
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$189K
|
-$15.2K
|
-53
|
-8%
|
|
|
2243
|
Nemes Rush Group
Novi,
Michigan
|
$188K
|
+$25.5K
|
+89
|
+17%
|
|
|
2244
|
Avalon Trust
Santa Fe,
New Mexico
|
$185K
|
-$115K
|
-400
|
-40%
|
|
|
2245
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$179K
|
–
|
–
|
–
|
|
|
2246
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$171K
|
-$60.2K
|
-210
|
-27%
|
|
|
2247
|
Institute for Wealth Management
Denver,
Colorado
|
$170K
|
-$58.5K
|
-204
|
-27%
|
|
|
2248
|
Evolution Wealth Management
Fort Myers,
Florida
|
$169K
|
+$4.58K
|
+16
|
+3%
|
|
|
2249
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$168K
|
–
|
–
|
–
|
|
|
2250
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$167K
|
–
|
–
|
–
|
|
