|
576
|
Bessemer Group
Woodbridge,
New Jersey
|
$262K
|
–
|
–
|
–
|
|
|
577
|
Bank of the West
Monterey Park,
California
|
$262K
|
+$32.5K
|
+297
|
+14%
|
|
|
578
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$262K
|
+$261K
|
+2,379
|
New
|
|
|
579
|
Freedom Investment Management
Hartford,
Connecticut
|
$261K
|
+$16.4K
|
+150
|
+7%
|
|
|
580
|
MKT Advisors
Escondido,
California
|
$259K
|
+$290K
|
+2,646
|
New
|
|
|
581
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$258K
|
+$110
|
+1
|
+0%
|
|
|
582
|
Orin Green Financial
San Diego,
California
|
$255K
|
–
|
–
|
–
|
|
|
583
|
Kaizen Financial Strategies
Campbell,
California
|
$254K
|
-$32.6K
|
-298
|
-11%
|
|
|
584
|
Allworth Financial
Folsom,
California
|
$253K
|
-$80.3K
|
-733
|
-24%
|
|
|
585
|
KeyBank National Association
Cleveland,
Ohio
|
$252K
|
+$250K
|
+2,286
|
New
|
|
|
586
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$248K
|
-$10.6K
|
-97
|
-4%
|
|
|
587
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$244K
|
–
|
–
|
–
|
|
|
588
|
Hudson Portfolio Management
Garrison,
New York
|
$243K
|
+$242K
|
+2,206
|
New
|
|
|
589
|
Prosperity Planning
Kansas City,
Missouri
|
$242K
|
–
|
–
|
–
|
|
|
590
|
Unionview LLC
Seattle,
Washington
|
$240K
|
+$238K
|
+2,174
|
New
|
|
|
591
|
Aspiriant LLC
Los Angeles,
California
|
$239K
|
–
|
–
|
–
|
|
|
592
|
Neumann Capital Management
Foster City,
California
|
$234K
|
–
|
–
|
–
|
|
|
593
|
Regions Financial Corp
Birmingham,
Alabama
|
$234K
|
–
|
–
|
–
|
|
|
594
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$234K
|
+$232K
|
+2,120
|
New
|
|
|
595
|
Washington Trust Bank
Spokane,
Washington
|
$231K
|
+$230K
|
+2,099
|
New
|
|
|
596
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$229K
|
-$15.3K
|
-140
|
-6%
|
|
|
597
|
Moneywise Inc
Forest,
Virginia
|
$225K
|
+$1.31K
|
+12
|
+0.6%
|
|
|
598
|
My Personal CFO LLC
Vancouver,
Washington
|
$224K
|
+$222K
|
+2,029
|
New
|
|
|
599
|
Detalus Advisors
St. Louis,
Missouri
|
$222K
|
–
|
–
|
–
|
|
|
600
|
Flagstar Advisors
New York
|
$222K
|
+$69.8K
|
+637
|
+46%
|
|
