|
326
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$259K
|
–
|
–
|
–
|
|
|
327
|
Calton & Associates
Tampa,
Florida
|
$258K
|
-$50.1K
|
-966
|
-17%
|
|
|
328
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$258K
|
+$241K
|
+4,644
|
New
|
|
|
329
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$257K
|
+$240K
|
+4,626
|
New
|
|
|
330
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$254K
|
–
|
–
|
–
|
|
|
331
|
|
$251K
|
–
|
–
|
–
|
|
|
332
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$250K
|
–
|
–
|
–
|
|
|
333
|
HB Wealth Management
Atlanta,
Georgia
|
$248K
|
+$231K
|
+4,458
|
New
|
|
|
334
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$246K
|
–
|
–
|
–
|
|
|
335
|
Roundview Capital
Princeton,
New Jersey
|
$243K
|
-$4.67K
|
-90
|
-2%
|
|
|
336
|
Legacy Capital Group California
Los Gatos,
California
|
$241K
|
+$225K
|
+4,344
|
New
|
|
|
337
|
Clarity Wealth Advisors
San Jose,
California
|
$238K
|
–
|
–
|
–
|
|
|
338
|
Flagstar Advisors
New York
|
$236K
|
-$24.6K
|
-474
|
-10%
|
|
|
339
|
Pacific Center for Financial Services
San Ramon,
California
|
$236K
|
–
|
–
|
–
|
|
|
340
|
Safeguard Financial
Minocqua,
Wisconsin
|
$236K
|
+$14.9K
|
+288
|
+7%
|
|
|
341
|
Pacific Sun Financial
Los Angeles,
California
|
$232K
|
+$3.11K
|
+60
|
+1%
|
|
|
342
|
TruWealth Advisors
Metairie,
Louisiana
|
$230K
|
–
|
–
|
–
|
|
|
343
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$228K
|
+$212K
|
+4,098
|
New
|
|
|
344
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$226K
|
–
|
–
|
–
|
|
|
345
|
My Personal CFO LLC
Vancouver,
Washington
|
$226K
|
+$3.11K
|
+60
|
+1%
|
|
|
346
|
United Capital Financial Advisors
Irving,
Texas
|
$222K
|
–
|
–
|
–
|
|
|
347
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$222K
|
–
|
–
|
–
|
|
|
348
|
Members Trust
Tampa,
Florida
|
$220K
|
–
|
–
|
–
|
|
|
349
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$219K
|
–
|
–
|
–
|
|
|
350
|
Veracity Capital
Atlanta,
Georgia
|
$219K
|
+$204K
|
+3,942
|
New
|
|
