|
401
|
Clearview Wealth Advisors
Salem,
Oregon
|
$703K
|
+$23.3K
|
+739
|
+4%
|
|
|
402
|
Coldstream Capital Management
Bellevue,
Washington
|
$703K
|
+$25.2K
|
+801
|
+4%
|
|
|
403
|
Y-Intercept (HK)
Hong Kong
|
$700K
|
-$419K
|
-13,313
|
-39%
|
|
|
404
|
Capital Planning
Bellevue,
Washington
|
$699K
|
+$19.5K
|
+620
|
+3%
|
|
|
405
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$686K
|
+$4.88K
|
+155
|
+0.8%
|
|
|
406
|
Summit Financial
Parsippany,
New Jersey
|
$675K
|
+$139K
|
+4,414
|
+28%
|
|
|
407
|
Commerce Bank
Kansas City,
Missouri
|
$675K
|
-$9.99K
|
-317
|
-2%
|
|
|
408
|
Reston Wealth Management
Reston,
Virginia
|
$674K
|
+$12.3K
|
+392
|
+2%
|
|
|
409
|
Falcon Wealth Planning
Ontario,
California
|
$672K
|
–
|
–
|
–
|
|
|
410
|
Vise Technologies
New York
|
$663K
|
+$56.1K
|
+1,780
|
+10%
|
|
|
411
|
Avant Financial Advisors
Austin,
Texas
|
$662K
|
+$6.49K
|
+206
|
+1%
|
|
|
412
|
Abacus Planning Group
Columbia,
South Carolina
|
$659K
|
-$3.31K
|
-105
|
-0.5%
|
|
|
413
|
Elser Financial Planning
Indianapolis,
Indiana
|
$657K
|
-$273K
|
-8,667
|
-31%
|
|
|
414
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$649K
|
-$27.1K
|
-861
|
-4%
|
|
|
415
|
Matthew Hamilton Rosenberg
|
$643K
|
–
|
–
|
–
|
|
|
416
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$638K
|
+$22.7K
|
+719
|
+4%
|
|
|
417
|
Evensky & Katz
Coral Gables,
Florida
|
$626K
|
-$8.63K
|
-274
|
-1%
|
|
|
418
|
DRW Securities
Chicago,
Illinois
|
$620K
|
-$8.51M
|
-270,008
|
-93%
|
|
|
419
|
FF Advisors
Manhattan Beach,
California
|
$618K
|
–
|
–
|
–
|
|
|
420
|
VisionPoint Advisory Group
Dallas,
Texas
|
$611K
|
+$232K
|
+7,375
|
+68%
|
|
|
421
|
BWM Planning
The Woodlands,
Texas
|
$595K
|
–
|
–
|
–
|
|
|
422
|
Coastwise Capital Group
La Jolla,
California
|
$595K
|
+$50.3K
|
+1,597
|
+10%
|
|
|
423
|
Sachetta
Lynnfield,
Massachusetts
|
$593K
|
–
|
–
|
–
|
|
|
424
|
Foster & Motley
Cincinnati,
Ohio
|
$590K
|
-$92.2K
|
-2,928
|
-14%
|
|
|
425
|
Choreo LLC
Rockford,
Illinois
|
$587K
|
-$7.21K
|
-229
|
-1%
|
|
