|
876
|
Opes Wealth Management
Menlo Park,
California
|
$300K
|
+$316K
|
+1,168
|
New
|
|
|
877
|
Total Wealth Planning
Cincinnati,
Ohio
|
$300K
|
–
|
–
|
–
|
|
|
878
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$300K
|
-$11.1K
|
-41
|
-3%
|
|
|
879
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
880
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$298K
|
-$44.4K
|
-164
|
-12%
|
|
|
881
|
Csenge Advisory Group
Clearwater,
Florida
|
$297K
|
+$332K
|
+1,224
|
New
|
|
|
882
|
Chevy Chase Trust
Bethesda,
Maryland
|
$297K
|
-$355K
|
-1,309
|
-53%
|
|
|
883
|
Capital International Investors
Los Angeles,
California
|
$296K
|
+$29.5K
|
+109
|
+10%
|
|
|
884
|
PGIM Custom Harvest
Newark,
New Jersey
|
$296K
|
–
|
–
|
–
|
|
|
885
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$294K
|
–
|
–
|
–
|
|
|
886
|
UMB Bank
Kansas City,
Missouri
|
$294K
|
+$11.4K
|
+42
|
+4%
|
|
|
887
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$294K
|
–
|
–
|
–
|
|
|
888
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$293K
|
–
|
–
|
–
|
|
|
889
|
Bouchey Financial Group
Troy,
New York
|
$292K
|
-$24.6K
|
-91
|
-7%
|
|
|
890
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$292K
|
–
|
–
|
–
|
|
|
891
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$292K
|
+$307K
|
+1,135
|
New
|
|
|
892
|
US Financial Advisors
Braintree,
Massachusetts
|
$291K
|
+$56.1K
|
+207
|
+22%
|
|
|
893
|
Zacks Investment Management
Chicago,
Illinois
|
$291K
|
-$72.9K
|
-269
|
-19%
|
|
|
894
|
Triune Financial Partners
Overland Park,
Kansas
|
$289K
|
+$102K
|
+376
|
+50%
|
|
|
895
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$286K
|
–
|
–
|
–
|
|
|
896
|
Prospect Financial Group
Arlington,
Virginia
|
$285K
|
–
|
–
|
–
|
|
|
897
|
Better Money Decisions
Santa Fe,
New Mexico
|
$285K
|
-$14.9K
|
-55
|
-5%
|
|
|
898
|
Disciplined Investments
Tulsa,
Oklahoma
|
$284K
|
+$271
|
+1
|
+0.1%
|
|
|
899
|
XY Planning Network
Bozeman,
Montana
|
$283K
|
+$298K
|
+1,101
|
New
|
|
|
900
|
Altiora Financial Group
Lebanon,
Ohio
|
$283K
|
–
|
–
|
–
|
|
