|
451
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$813K
|
+$807K
|
+7,799
|
New
|
|
|
452
|
Wealthfront Advisers
Palo Alto,
California
|
$813K
|
+$536K
|
+5,175
|
+198%
|
|
|
453
|
Zacks Investment Management
Chicago,
Illinois
|
$798K
|
-$18.2K
|
-176
|
-2%
|
|
|
454
|
Running Point Capital Advisors
El Segundo,
California
|
$787K
|
-$26.2K
|
-253
|
-3%
|
|
|
455
|
CWA Asset Management Group
Naples,
Florida
|
$787K
|
-$484K
|
-4,675
|
-38%
|
|
|
456
|
Defined Wealth Management
Beaverton,
Oregon
|
$787K
|
+$781K
|
+7,546
|
New
|
|
|
457
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$784K
|
–
|
–
|
–
|
|
|
458
|
SP Asset Management
Cupertino,
California
|
$782K
|
–
|
–
|
–
|
|
|
459
|
Cypress Wealth Services
Palm Desert,
California
|
$780K
|
-$96.9K
|
-936
|
-11%
|
|
|
460
|
Wealth Alliance
Mellville,
New York
|
$775K
|
+$146K
|
+1,413
|
+23%
|
|
|
461
|
Peninsula Wealth
San Francisco,
California
|
$773K
|
+$504K
|
+4,867
|
+191%
|
|
|
462
|
|
$773K
|
-$53.7K
|
-519
|
-7%
|
|
|
463
|
Fiduciary Trust
Boston,
Massachusetts
|
$769K
|
+$1.97K
|
+19
|
+0.3%
|
|
|
464
|
Regal Investment Advisors
Kentwood,
Michigan
|
$768K
|
+$449K
|
+4,337
|
+143%
|
|
|
465
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$762K
|
+$757K
|
+7,310
|
New
|
|
|
466
|
Aviance Capital Partners
Naples,
Florida
|
$752K
|
-$75.9K
|
-733
|
-9%
|
|
|
467
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$750K
|
+$745K
|
+7,193
|
New
|
|
|
468
|
Whittier Trust
South Pasadena,
California
|
$749K
|
-$10.4K
|
-100
|
-1%
|
|
|
469
|
BCGM Wealth Management
Lafayette,
Indiana
|
$748K
|
+$78.8K
|
+761
|
+12%
|
|
|
470
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$742K
|
+$733K
|
+7,078
|
New
|
|
|
471
|
Columbus Macro
New Castle,
Pennsylvania
|
$732K
|
+$218K
|
+2,102
|
+43%
|
|
|
472
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$731K
|
-$3.76M
|
-36,370
|
-84%
|
|
|
473
|
Catalyst Private Wealth
San Mateo,
California
|
$728K
|
-$621K
|
-6,000
|
-46%
|
|
|
474
|
Global Financial Private Client
Sarasota,
Florida
|
$723K
|
+$269K
|
+2,602
|
+60%
|
|
|
475
|
Summit Wealth Partners
Orlando,
Florida
|
$721K
|
-$110K
|
-1,060
|
-13%
|
|
