|
351
|
TrueWealth LLC
Atlanta,
Georgia
|
$102K
|
–
|
–
|
–
|
|
|
352
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$101K
|
-$3.99K
|
-36
|
-4%
|
|
|
353
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$100K
|
+$443
|
+4
|
+0.4%
|
|
|
354
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$97K
|
-$22.5K
|
-203
|
-19%
|
|
|
355
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$97K
|
–
|
–
|
–
|
|
|
356
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$96K
|
+$94.7K
|
+855
|
+5,344%
|
|
|
357
|
Parallel Advisors
San Francisco,
California
|
$94K
|
–
|
–
|
–
|
|
|
358
|
TCI Wealth Advisors
Tucson,
Arizona
|
$93K
|
–
|
–
|
–
|
|
|
359
|
Global Retirement Partners
San Rafael,
California
|
$90K
|
+$53.5K
|
+483
|
+146%
|
|
|
360
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$86K
|
–
|
–
|
–
|
|
|
361
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$85K
|
–
|
–
|
–
|
|
|
362
|
Squar Milner Financial Services
Irvine,
California
|
$77K
|
+$77.4K
|
+699
|
New
|
|
|
363
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$76K
|
-$2.1K
|
-19
|
-3%
|
|
|
364
|
Sandy Spring Bank
Olney,
Maryland
|
$75K
|
–
|
–
|
–
|
|
|
365
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$69K
|
-$422K
|
-3,809
|
-86%
|
|
|
366
|
Valeo Financial Advisors
Carmel,
Indiana
|
$69K
|
+$221
|
+2
|
+0.3%
|
|
|
367
|
LifePlan Financial Group
Dayton,
Ohio
|
$68K
|
+$5.65K
|
+51
|
+9%
|
|
|
368
|
M&R Capital Management
Summit,
New Jersey
|
$67K
|
–
|
–
|
–
|
|
|
369
|
Asset Dedication LLC
San Francisco,
California
|
$62K
|
–
|
–
|
–
|
|
|
370
|
|
$57.8K
|
+$57.9K
|
+523
|
New
|
|
|
371
|
Icon Wealth Partners
Houston,
Texas
|
$53K
|
+$53K
|
+479
|
New
|
|
|
372
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$52K
|
–
|
–
|
–
|
|
|
373
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$49K
|
+$48.7K
|
+440
|
New
|
|
|
374
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$47K
|
-$16.6K
|
-150
|
-26%
|
|
|
375
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$46K
|
–
|
–
|
–
|
|
