|
1201
|
Peak Financial Management
Wellesley,
Massachusetts
|
$342K
|
-$33.8K
|
-373
|
-9%
|
|
|
1202
|
Patten Group
Chattanooga,
Tennessee
|
$341K
|
-$15.1K
|
-166
|
-4%
|
|
|
1203
|
Quotient Wealth Partners
Dallas,
Texas
|
$341K
|
-$29.4K
|
-324
|
-8%
|
|
|
1204
|
Meridian Investment Counsel
Lafayette,
California
|
$338K
|
–
|
–
|
–
|
|
|
1205
|
Wealthstream Advisors
New York
|
$337K
|
–
|
–
|
–
|
|
|
1206
|
Parker Financial
Silverdale,
Washington
|
$336K
|
-$5.9K
|
-65
|
-2%
|
|
|
1207
|
Forza Wealth Management
Sarasota,
Florida
|
$333K
|
–
|
–
|
–
|
|
|
1208
|
SigFig Wealth Management
San Francisco,
California
|
$333K
|
+$14.7K
|
+162
|
+5%
|
|
|
1209
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$333K
|
-$46.8K
|
-516
|
-12%
|
|
|
1210
|
|
$333K
|
+$75.7K
|
+835
|
+30%
|
|
|
1211
|
Legacy Private Trust
Neenah,
Wisconsin
|
$332K
|
–
|
–
|
–
|
|
|
1212
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$330K
|
-$78.2K
|
-862
|
-19%
|
|
|
1213
|
Barclays
London,
United Kingdom
|
$330K
|
+$48.3K
|
+533
|
+17%
|
|
|
1214
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$328K
|
+$29.6K
|
+326
|
+10%
|
|
|
1215
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$328K
|
–
|
–
|
–
|
|
|
1216
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$327K
|
-$28.7K
|
-316
|
-8%
|
|
|
1217
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$327K
|
+$324K
|
+3,577
|
New
|
|
|
1218
|
Busey Bank
Urbana,
Illinois
|
$327K
|
-$5.9K
|
-65
|
-2%
|
|
|
1219
|
Essex Financial Services
Essex,
Connecticut
|
$325K
|
+$10.4K
|
+115
|
+3%
|
|
|
1220
|
Avidian Wealth Enterprises
Houston,
Texas
|
$323K
|
-$114K
|
-1,259
|
-26%
|
|
|
1221
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$321K
|
+$2.99K
|
+33
|
+0.9%
|
|
|
1222
|
Old North State Trust
Greensboro,
North Carolina
|
$321K
|
+$78.5K
|
+865
|
+33%
|
|
|
1223
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$321K
|
-$11.2K
|
-124
|
-3%
|
|
|
1224
|
Financial Network Wealth Management
Draper,
Utah
|
$320K
|
+$323K
|
+3,556
|
New
|
|
|
1225
|
Maridea Wealth Management
Brooklyn,
New York
|
$320K
|
+$315K
|
+3,474
|
New
|
|
