|
201
|
Weil Company
San Diego,
California
|
$743K
|
–
|
–
|
–
|
|
|
202
|
FourThought Financial
Venice,
Florida
|
$734K
|
+$696K
|
+8,278
|
New
|
|
|
203
|
Colonial River Investments
Midlothian,
Virginia
|
$733K
|
+$663K
|
+7,881
|
New
|
|
|
204
|
Aspiriant LLC
Los Angeles,
California
|
$731K
|
-$105K
|
-1,245
|
-13%
|
|
|
205
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$729K
|
+$691K
|
+8,217
|
New
|
|
|
206
|
Charles Schwab
San Francisco,
California
|
$724K
|
+$687K
|
+8,165
|
New
|
|
|
207
|
Vivid Financial Management
Orcutt,
California
|
$715K
|
-$6.06K
|
-72
|
-0.9%
|
|
|
208
|
Oppenheimer & Co
New York
|
$699K
|
-$50.6K
|
-602
|
-7%
|
|
|
209
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$697K
|
+$12K
|
+143
|
+2%
|
|
|
210
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$675K
|
-$19.8K
|
-235
|
-3%
|
|
|
211
|
Norris Financial Group
Greenville,
South Carolina
|
$665K
|
-$6.31K
|
-75
|
-1%
|
|
|
212
|
Essex Financial Services
Essex,
Connecticut
|
$665K
|
+$189K
|
+2,243
|
+43%
|
|
|
213
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$654K
|
+$311K
|
+3,700
|
+100%
|
|
|
214
|
9258 Wealth Management
Blue Ash,
Ohio
|
$644K
|
–
|
–
|
–
|
|
|
215
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$630K
|
–
|
–
|
–
|
|
|
216
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$629K
|
+$596K
|
+7,089
|
New
|
|
|
217
|
Linscomb Wealth
Houston,
Texas
|
$614K
|
–
|
–
|
–
|
|
|
218
|
NexWave Capital Partners
New York
|
$607K
|
+$3.11K
|
+37
|
+0.5%
|
|
|
219
|
Trilogy Capital
Irvine,
California
|
$602K
|
+$25.7K
|
+305
|
+5%
|
|
|
220
|
Credit Suisse
Zurich,
Switzerland
|
$590K
|
–
|
–
|
–
|
|
|
221
|
Heron Financial Group
New York
|
$548K
|
-$22.2K
|
-264
|
-4%
|
|
|
222
|
SVB Wealth
Boston,
Massachusetts
|
$546K
|
+$283K
|
+3,362
|
+120%
|
|
|
223
|
Prospera Financial Services
Dallas,
Texas
|
$541K
|
+$479K
|
+5,698
|
+1,469%
|
|
|
224
|
Patten & Patten
Chattanooga,
Tennessee
|
$539K
|
-$58.9K
|
-700
|
-10%
|
|
|
225
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$538K
|
+$1.35K
|
+16
|
+0.3%
|
|
