|
601
|
Financial Perspectives
Minneapolis,
Minnesota
|
$244K
|
+$22.8K
|
+254
|
+11%
|
|
|
602
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$242K
|
–
|
–
|
–
|
|
|
603
|
WesBanco Bank
Wheeling,
West Virginia
|
$241K
|
-$13K
|
-144
|
-5%
|
|
|
604
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$241K
|
+$231K
|
+2,571
|
New
|
|
|
605
|
Orin Green Financial
San Diego,
California
|
$240K
|
–
|
–
|
–
|
|
|
606
|
Wealthfront Advisers
Palo Alto,
California
|
$239K
|
+$230K
|
+2,555
|
New
|
|
|
607
|
Delta Investment Management
San Francisco,
California
|
$239K
|
-$1.89K
|
-21
|
-0.8%
|
|
|
608
|
Lindbrook Capital
Calabasas,
California
|
$238K
|
–
|
–
|
–
|
|
|
609
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$237K
|
–
|
–
|
–
|
|
|
610
|
The Family Firm
Bethesda,
Maryland
|
$236K
|
–
|
–
|
–
|
|
|
611
|
Flagstar Advisors
New York
|
$236K
|
+$226K
|
+2,515
|
New
|
|
|
612
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
613
|
Clarius Group LLC
Seattle,
Washington
|
$235K
|
–
|
–
|
–
|
|
|
614
|
First County Bank
Stamford,
Connecticut
|
$235K
|
-$75.6K
|
-841
|
-25%
|
|
|
615
|
My Personal CFO LLC
Vancouver,
Washington
|
$232K
|
–
|
–
|
–
|
|
|
616
|
Parallel Advisors
San Francisco,
California
|
$232K
|
-$7.46K
|
-83
|
-3%
|
|
|
617
|
Regis Management Company
Menlo Park,
California
|
$231K
|
–
|
–
|
–
|
|
|
618
|
ERn Financial LLC
Middleton,
Wisconsin
|
$231K
|
–
|
–
|
–
|
|
|
619
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$228K
|
-$57.3K
|
-637
|
-21%
|
|
|
620
|
Forum Financial Management
Lombard,
Illinois
|
$228K
|
+$2.97K
|
+33
|
+1%
|
|
|
621
|
Freedom Investment Management
Hartford,
Connecticut
|
$221K
|
+$213K
|
+2,363
|
New
|
|
|
622
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$221K
|
+$212K
|
+2,355
|
New
|
|
|
623
|
Global Financial Private Client
Sarasota,
Florida
|
$216K
|
-$24.3K
|
-270
|
-11%
|
|
|
624
|
CEDRUS
Littleton,
Colorado
|
$215K
|
+$206K
|
+2,294
|
New
|
|
|
625
|
Prosperity Planning
Kansas City,
Missouri
|
$213K
|
+$205K
|
+2,274
|
New
|
|
