|
501
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$441K
|
–
|
–
|
–
|
|
|
502
|
Frank Rimerman Advisors
Palo Alto,
California
|
$435K
|
–
|
–
|
–
|
|
|
503
|
Gradient Investments
Arden Hills,
Minnesota
|
$428K
|
+$201K
|
+3,141
|
+80%
|
|
|
504
|
Becker Capital Management
Portland,
Oregon
|
$426K
|
–
|
–
|
–
|
|
|
505
|
Cladis Investment Advisory
Billings,
Montana
|
$424K
|
-$27.2K
|
-425
|
-6%
|
|
|
506
|
Evergreen Capital Management
Bellevue,
Washington
|
$419K
|
–
|
–
|
–
|
|
|
507
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$418K
|
–
|
–
|
–
|
|
|
508
|
New Dimensions Wealth Management
Allen,
Texas
|
$418K
|
+$441K
|
+6,907
|
New
|
|
|
509
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$416K
|
–
|
–
|
–
|
|
|
510
|
Brookstone Capital Management
Wheaton,
Illinois
|
$407K
|
-$20.3K
|
-317
|
-4%
|
|
|
511
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$406K
|
–
|
–
|
–
|
|
|
512
|
Private Trust Company
Cleveland,
Ohio
|
$405K
|
+$30.2K
|
+473
|
+8%
|
|
|
513
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$404K
|
–
|
–
|
–
|
|
|
514
|
Essential Planning
Portsmouth,
New Hampshire
|
$398K
|
-$33.8M
|
-529,137
|
-99%
|
|
|
515
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$395K
|
+$895
|
+14
|
+0.2%
|
|
|
516
|
Penobscot Wealth Management
Portland,
Maine
|
$394K
|
–
|
–
|
–
|
|
|
517
|
Atria Wealth Solutions
New York
|
$387K
|
-$971K
|
-15,201
|
-70%
|
|
|
518
|
BIP Wealth
Atlanta,
Georgia
|
$386K
|
–
|
–
|
–
|
|
|
519
|
GSB Wealth Management
Guilford,
Connecticut
|
$384K
|
–
|
–
|
–
|
|
|
520
|
Hollencrest Capital Management
Newport Beach,
California
|
$383K
|
-$78.4K
|
-1,227
|
-16%
|
|
|
521
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$381K
|
+$402K
|
+6,295
|
New
|
|
|
522
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$380K
|
+$402K
|
+6,287
|
New
|
|
|
523
|
Rebalance
Palo Alto,
California
|
$379K
|
+$895
|
+14
|
+0.2%
|
|
|
524
|
Signature Resources Capital Management
Newport Beach,
California
|
$378K
|
–
|
–
|
–
|
|
|
525
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$378K
|
–
|
–
|
–
|
|
