|
2651
|
Planned Solutions
Folsom,
California
|
$223K
|
–
|
–
|
–
|
|
|
2652
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$223K
|
-$117K
|
-2,776
|
-33%
|
|
|
2653
|
Chesapeake Asset Management
New York
|
$221K
|
+$27.4K
|
+649
|
+13%
|
|
|
2654
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$220K
|
-$11.7K
|
-278
|
-5%
|
|
|
2655
|
Monterey Private Wealth
Monterey,
California
|
$220K
|
+$232K
|
+5,506
|
New
|
|
|
2656
|
Trilogy Capital
Irvine,
California
|
$220K
|
+$24.3K
|
+575
|
+12%
|
|
|
2657
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$220K
|
-$2.87K
|
-68
|
-1%
|
|
|
2658
|
Dodge & Cox
San Francisco,
California
|
$220K
|
–
|
–
|
–
|
|
|
2659
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$220K
|
+$28K
|
+663
|
+14%
|
|
|
2660
|
Cascade Financial Partners
San Diego,
California
|
$219K
|
+$232K
|
+5,488
|
New
|
|
|
2661
|
Lakeside Advisors
Seattle,
Washington
|
$219K
|
+$28.5K
|
+676
|
+14%
|
|
|
2662
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$219K
|
+$231K
|
+5,483
|
New
|
|
|
2663
|
Pinion Investment Advisors
Wichita,
Kansas
|
$219K
|
-$30.4K
|
-721
|
-12%
|
|
|
2664
|
Optimum Investment Advisors
Chicago,
Illinois
|
$219K
|
-$16.9K
|
-400
|
-7%
|
|
|
2665
|
Westbourne Investments
Alexandria,
Virginia
|
$219K
|
+$231K
|
+5,471
|
New
|
|
|
2666
|
True Link Financial Advisors
San Francisco,
California
|
$218K
|
+$230K
|
+5,463
|
New
|
|
|
2667
|
ERn Financial LLC
Middleton,
Wisconsin
|
$218K
|
-$59.1K
|
-1,402
|
-20%
|
|
|
2668
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$218K
|
-$62.5K
|
-1,482
|
-21%
|
|
|
2669
|
New Age Alpha Advisors
Rye,
New York
|
$218K
|
+$230K
|
+5,446
|
New
|
|
|
2670
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$218K
|
-$10.3K
|
-245
|
-4%
|
|
|
2671
|
New Republic Capital
Charlotte,
North Carolina
|
$217K
|
+$27.4K
|
+650
|
+14%
|
|
|
2672
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$217K
|
-$38.7K
|
-918
|
-14%
|
|
|
2673
|
RFP Financial Group
Atlanta,
Georgia
|
$217K
|
+$13.5K
|
+321
|
+6%
|
|
|
2674
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$216K
|
–
|
–
|
–
|
|
|
2675
|
Meag Munich Ergo
Munich,
Germany
|
$216K
|
–
|
–
|
–
|
|
