|
301
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$285K
|
+$42.1K
|
+2,100
|
+20%
|
|
|
302
|
Burney Company
Reston,
Virginia
|
$273K
|
–
|
–
|
–
|
|
|
303
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$271K
|
+$12.2K
|
+610
|
+5%
|
|
|
304
|
First Quadrant
Glendale,
California
|
$271K
|
+$193K
|
+9,600
|
+420%
|
|
|
305
|
|
$270K
|
-$1.48M
|
-73,700
|
-86%
|
|
|
306
|
Calton & Associates
Tampa,
Florida
|
$268K
|
+$4.17K
|
+208
|
+2%
|
|
|
307
|
M&T Bank
Buffalo,
New York
|
$265K
|
+$12.5K
|
+625
|
+6%
|
|
|
308
|
&Partners
Nashville,
Tennessee
|
$263K
|
-$89.3K
|
-4,455
|
-28%
|
|
|
309
|
|
$263K
|
+$231K
|
+11,541
|
New
|
|
|
310
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$261K
|
–
|
–
|
–
|
|
|
311
|
Forum Financial Management
Lombard,
Illinois
|
$256K
|
+$226K
|
+11,264
|
New
|
|
|
312
|
Bridgefront Capital
Austin,
Texas
|
$255K
|
-$181K
|
-9,036
|
-45%
|
|
|
313
|
Alpha Cubed Investments
Irvine,
California
|
$250K
|
–
|
–
|
–
|
|
|
314
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$244K
|
-$35.4K
|
-1,767
|
-14%
|
|
|
315
|
|
$233K
|
-$10K
|
-500
|
-5%
|
|
|
316
|
Versor Investments
New York
|
$230K
|
-$720K
|
-35,919
|
-78%
|
|
|
317
|
Transcend Capital Advisors
Madison,
New Jersey
|
$228K
|
–
|
–
|
–
|
|
|
318
|
ML&R Wealth Management
Austin,
Texas
|
$228K
|
+$201K
|
+10,000
|
New
|
|
|
319
|
Clear Creek Financial Management
Silverdale,
Washington
|
$228K
|
+$201K
|
+10,011
|
New
|
|
|
320
|
Ironwood Investment Management
Boston,
Massachusetts
|
$225K
|
+$198K
|
+9,875
|
New
|
|
|
321
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$217K
|
+$521
|
+26
|
+0.3%
|
|
|
322
|
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
|
$212K
|
+$190K
|
+9,462
|
New
|
|
|
323
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$209K
|
+$184K
|
+9,170
|
New
|
|
|
324
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$207K
|
+$182K
|
+9,099
|
New
|
|
|
325
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$192K
|
-$18.7K
|
-933
|
-10%
|
|
