|
626
|
Newport Capital Group
Red Bank,
New Jersey
|
$305K
|
-$2.68K
|
-22
|
-0.9%
|
|
|
627
|
Wealthfront Advisers
Palo Alto,
California
|
$304K
|
+$305K
|
+2,498
|
New
|
|
|
628
|
SVB Wealth
Boston,
Massachusetts
|
$302K
|
–
|
–
|
–
|
|
|
629
|
Evanson Asset Management
Carmel,
California
|
$300K
|
–
|
–
|
–
|
|
|
630
|
Lockerman Financial Group
Newport Beach,
California
|
$299K
|
-$46.7K
|
-383
|
-13%
|
|
|
631
|
James Reed Financial Services
Cleveland,
Ohio
|
$298K
|
-$6.1K
|
-50
|
-2%
|
|
|
632
|
Quotient Wealth Partners
Dallas,
Texas
|
$298K
|
–
|
–
|
–
|
|
|
633
|
Signature Equity Partners
Columbus,
Ohio
|
$297K
|
+$297K
|
+2,436
|
New
|
|
|
634
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$296K
|
-$64.3K
|
-527
|
-18%
|
|
|
635
|
SkyOak Wealth
Southfield,
Michigan
|
$295K
|
-$61.3K
|
-503
|
-17%
|
|
|
636
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$294K
|
–
|
–
|
–
|
|
|
637
|
Client 1st Advisory Group
Dunedin,
Florida
|
$293K
|
–
|
–
|
–
|
|
|
638
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$292K
|
-$149K
|
-1,224
|
-34%
|
|
|
639
|
Tectonic Advisors
Frisco,
Texas
|
$291K
|
+$366
|
+3
|
+0.1%
|
|
|
640
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$288K
|
+$289K
|
+2,368
|
New
|
|
|
641
|
GM Advisory Group
Melville,
New York
|
$288K
|
-$122
|
-1
|
-0%
|
|
|
642
|
Valued Retirements
Houston,
Texas
|
$287K
|
–
|
–
|
–
|
|
|
643
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$285K
|
–
|
–
|
–
|
|
|
644
|
Sicart Associates
New York
|
$282K
|
–
|
–
|
–
|
|
|
645
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$281K
|
+$39.5K
|
+324
|
+16%
|
|
|
646
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$280K
|
–
|
–
|
–
|
|
|
647
|
Gentry Private Wealth
Wichita,
Kansas
|
$279K
|
–
|
–
|
–
|
|
|
648
|
GoalVest Advisory
New York
|
$279K
|
+$280K
|
+2,293
|
New
|
|
|
649
|
Krilogy Financial
St. Louis,
Missouri
|
$276K
|
+$1.46K
|
+12
|
+0.5%
|
|
|
650
|
Coordinated Financial Services
Denver,
Colorado
|
$273K
|
+$52.5K
|
+431
|
+24%
|
|
