|
426
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$811K
|
–
|
–
|
–
|
|
|
427
|
My Legacy Advisors
Bend,
Oregon
|
$808K
|
+$19.5K
|
+187
|
+2%
|
|
|
428
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$808K
|
+$12.1K
|
+116
|
+2%
|
|
|
429
|
Adell Harriman & Carpenter
Houston,
Texas
|
$803K
|
–
|
–
|
–
|
|
|
430
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$799K
|
-$7.18K
|
-69
|
-0.9%
|
|
|
431
|
Columbus Macro
New Castle,
Pennsylvania
|
$785K
|
-$3.02K
|
-29
|
-0.4%
|
|
|
432
|
SP Asset Management
Cupertino,
California
|
$780K
|
–
|
–
|
–
|
|
|
433
|
Theory Financial
Fort Collins,
Colorado
|
$780K
|
-$338K
|
-3,246
|
-30%
|
|
|
434
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$778K
|
–
|
–
|
–
|
|
|
435
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$770K
|
+$36.6K
|
+352
|
+5%
|
|
|
436
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$769K
|
+$770K
|
+7,394
|
New
|
|
|
437
|
Certus Wealth Management
Redwood City,
California
|
$769K
|
+$769K
|
+7,389
|
New
|
|
|
438
|
Wealthfront Advisers
Palo Alto,
California
|
$761K
|
-$54.5K
|
-524
|
-7%
|
|
|
439
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$761K
|
–
|
–
|
–
|
|
|
440
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$753K
|
+$753K
|
+7,239
|
New
|
|
|
441
|
AssetMark Inc
Concord,
California
|
$750K
|
+$226K
|
+2,171
|
+43%
|
|
|
442
|
CWA Asset Management Group
Naples,
Florida
|
$746K
|
-$11K
|
-106
|
-1%
|
|
|
443
|
|
$726K
|
+$11.3K
|
+109
|
+2%
|
|
|
444
|
Summit Wealth Partners
Orlando,
Florida
|
$724K
|
+$2.91K
|
+28
|
+0.4%
|
|
|
445
|
XML Financial
Bethesda,
Maryland
|
$717K
|
-$118K
|
-1,132
|
-14%
|
|
|
446
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$716K
|
+$716K
|
+6,879
|
New
|
|
|
447
|
Ascent Group
Virginia Beach,
Virginia
|
$709K
|
-$66.6K
|
-640
|
-9%
|
|
|
448
|
Madison Wealth Partners
Madison,
Wisconsin
|
$707K
|
+$25.3K
|
+243
|
+4%
|
|
|
449
|
Private Trust Company
Cleveland,
Ohio
|
$706K
|
+$577K
|
+5,541
|
+445%
|
|
|
450
|
Wealthspire Advisors (New York)
New York
|
$699K
|
-$198K
|
-1,900
|
-22%
|
|
