|
951
|
Charles Schwab Trust
Henderson,
Nevada
|
$245K
|
+$258K
|
+952
|
New
|
|
|
952
|
Valmark Advisers
Akron,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
953
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$240K
|
+$16K
|
+59
|
+6%
|
|
|
954
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$239K
|
+$813
|
+3
|
+0.3%
|
|
|
955
|
New Century Financial Group
Princeton,
New Jersey
|
$237K
|
-$271
|
-1
|
-0.1%
|
|
|
956
|
NBT Bank
Norwich,
New York
|
$237K
|
+$10.3K
|
+38
|
+4%
|
|
|
957
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$237K
|
+$17.9K
|
+66
|
+8%
|
|
|
958
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$236K
|
+$249K
|
+920
|
New
|
|
|
959
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$234K
|
+$271
|
+1
|
+0.1%
|
|
|
960
|
ACAS LLC
Rancho Santa Fe,
California
|
$234K
|
–
|
–
|
–
|
|
|
961
|
Wealthspan Partners
Davenport,
Iowa
|
$232K
|
–
|
–
|
–
|
|
|
962
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$232K
|
–
|
–
|
–
|
|
|
963
|
Tradewinds Capital Management
Bellingham,
Washington
|
$232K
|
–
|
–
|
–
|
|
|
964
|
Burney Company
Reston,
Virginia
|
$231K
|
–
|
–
|
–
|
|
|
965
|
Perennial Investment Advisors
Los Angeles,
California
|
$231K
|
-$32.5K
|
-120
|
-12%
|
|
|
966
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$231K
|
-$31.7K
|
-117
|
-12%
|
|
|
967
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
968
|
LRI Investments
Palm Beach Gardens,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
969
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$230K
|
–
|
–
|
–
|
|
|
970
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$229K
|
–
|
–
|
–
|
|
|
971
|
Avion Wealth
The Woodlands,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
972
|
Briaud Financial Planning
College Station,
Texas
|
$229K
|
+$242K
|
+894
|
New
|
|
|
973
|
Waller Financial Planning Group
Columbus,
Ohio
|
$229K
|
+$271
|
+1
|
+0.1%
|
|
|
974
|
Verum Partners
Charlotte,
North Carolina
|
$229K
|
-$59.3K
|
-219
|
-20%
|
|
|
975
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$229K
|
+$813
|
+3
|
+0.3%
|
|
