|
226
|
Willow Creek Wealth Management
Sebastopol,
California
|
$655K
|
–
|
–
|
–
|
|
|
227
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$652K
|
+$86
|
+1
|
+0%
|
|
|
228
|
|
$650K
|
-$3.18M
|
-37,087
|
-83%
|
|
|
229
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$650K
|
+$643K
|
+7,502
|
New
|
|
|
230
|
Citadel Advisors
Miami,
Florida
|
$650K
|
+$644K
|
+7,505
|
New
|
|
|
231
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$646K
|
-$62.1K
|
-724
|
-9%
|
|
|
232
|
Great Diamond Partners
Portland,
Maine
|
$639K
|
-$343K
|
-3,995
|
-35%
|
|
|
233
|
WealthShield Partners
Cary,
North Carolina
|
$626K
|
-$446K
|
-5,196
|
-42%
|
|
|
234
|
Cobblestone Capital Advisors
Rochester,
New York
|
$618K
|
–
|
–
|
–
|
|
|
235
|
|
$592K
|
–
|
–
|
–
|
|
|
236
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$589K
|
+$159K
|
+1,855
|
+38%
|
|
|
237
|
Perigon Wealth Management
San Francisco,
California
|
$567K
|
+$19K
|
+222
|
+4%
|
|
|
238
|
West Financial Advisors
Des Moines,
Iowa
|
$559K
|
+$1.29K
|
+15
|
+0.2%
|
|
|
239
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$559K
|
+$295K
|
+3,434
|
+112%
|
|
|
240
|
Advisornet Financial
Minnetonka,
Minnesota
|
$556K
|
+$65.5K
|
+764
|
+14%
|
|
|
241
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$553K
|
-$31K
|
-362
|
-5%
|
|
|
242
|
Old Port Advisors
Portland,
Maine
|
$550K
|
-$32.5K
|
-379
|
-6%
|
|
|
243
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$546K
|
+$20K
|
+233
|
+4%
|
|
|
244
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$544K
|
+$538K
|
+6,279
|
New
|
|
|
245
|
Kesler Norman & Wride
Ogden,
Utah
|
$532K
|
–
|
–
|
–
|
|
|
246
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$514K
|
+$172K
|
+2,001
|
+51%
|
|
|
247
|
VERITY Wealth Advisors
Sausalito,
United States
|
$513K
|
–
|
–
|
–
|
|
|
248
|
First Foundation Advisors
Irvine,
California
|
$493K
|
–
|
–
|
–
|
|
|
249
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$492K
|
+$1.2K
|
+14
|
+0.2%
|
|
|
250
|
Frisch Financial Group
Melville,
New York
|
$490K
|
+$1.11K
|
+13
|
+0.2%
|
|
