|
601
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$314K
|
–
|
–
|
–
|
|
|
602
|
True North Advisors
Dallas,
Texas
|
$313K
|
-$25.3K
|
-408
|
-8%
|
|
|
603
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$312K
|
+$9.29K
|
+150
|
+3%
|
|
|
604
|
Weatherly Asset Management
Del Mar,
California
|
$311K
|
–
|
–
|
–
|
|
|
605
|
Versant Capital Management
Phoenix,
Arizona
|
$309K
|
-$62.6K
|
-1,011
|
-18%
|
|
|
606
|
SageOak Financial
Tulsa,
Oklahoma
|
$309K
|
+$10.4K
|
+168
|
+4%
|
|
|
607
|
Westmount Partners
Los Angeles,
California
|
$306K
|
–
|
–
|
–
|
|
|
608
|
Tyche Wealth Partners
Plano,
Texas
|
$304K
|
–
|
–
|
–
|
|
|
609
|
Financial Insights
Tacoma,
Washington
|
$304K
|
–
|
–
|
–
|
|
|
610
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$303K
|
+$743
|
+12
|
+0.3%
|
|
|
611
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
612
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$291K
|
+$248
|
+4
|
+0.1%
|
|
|
613
|
PDS Planning
Dublin,
Ohio
|
$291K
|
+$743
|
+12
|
+0.3%
|
|
|
614
|
|
$289K
|
+$743
|
+12
|
+0.3%
|
|
|
615
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$288K
|
–
|
–
|
–
|
|
|
616
|
|
$288K
|
–
|
–
|
–
|
|
|
617
|
|
$287K
|
–
|
–
|
–
|
|
|
618
|
BIP Wealth
Atlanta,
Georgia
|
$285K
|
-$132K
|
-2,133
|
-33%
|
|
|
619
|
|
$283K
|
+$190K
|
+3,068
|
+267%
|
|
|
620
|
Redwood Park Advisors
Redwood City,
California
|
$281K
|
+$681
|
+11
|
+0.3%
|
|
|
621
|
Fisher Asset Management
Camas,
Washington
|
$280K
|
+$43.9K
|
+709
|
+20%
|
|
|
622
|
Capstone Capital
Henderson,
Nevada
|
$277K
|
–
|
–
|
–
|
|
|
623
|
Avidian Wealth Enterprises
Houston,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
624
|
Yukon Wealth Management
Overland Park,
Kansas
|
$276K
|
+$255K
|
+4,122
|
New
|
|
|
625
|
Aspiriant LLC
Los Angeles,
California
|
$273K
|
–
|
–
|
–
|
|
