|
126
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$452K
|
+$451K
|
+7,252
|
New
|
|
|
127
|
Perennial Investment Advisors
Los Angeles,
California
|
$450K
|
–
|
–
|
–
|
|
|
128
|
Brighton Jones LLC
Seattle,
Washington
|
$428K
|
–
|
–
|
–
|
|
|
129
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$423K
|
–
|
–
|
–
|
|
|
130
|
Integral Investment Advisors
Turlock,
California
|
$420K
|
+$418K
|
+6,734
|
New
|
|
|
131
|
CreativeOne Wealth
Overland Park,
Kansas
|
$413K
|
-$76.9K
|
-1,237
|
-16%
|
|
|
132
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$410K
|
+$10.4K
|
+167
|
+3%
|
|
|
133
|
Weaver Consulting Group
Huntington Beach,
California
|
$409K
|
-$16.6K
|
-268
|
-4%
|
|
|
134
|
D.A. Davidson & Co
Great Falls,
Montana
|
$406K
|
–
|
–
|
–
|
|
|
135
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$405K
|
-$1.34M
|
-21,623
|
-77%
|
|
|
136
|
Titus Wealth Management
Larskpur,
California
|
$403K
|
+$994
|
+16
|
+0.2%
|
|
|
137
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$402K
|
+$401K
|
+6,457
|
New
|
|
|
138
|
Mattern Capital Management
Lakewood,
Colorado
|
$398K
|
-$10.9K
|
-176
|
-3%
|
|
|
139
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$393K
|
-$5.53K
|
-89
|
-1%
|
|
|
140
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$391K
|
-$14.4K
|
-232
|
-4%
|
|
|
141
|
Columbia Trust
Portland,
Oregon
|
$391K
|
–
|
–
|
–
|
|
|
142
|
Willow Creek Wealth Management
Sebastopol,
California
|
$384K
|
–
|
–
|
–
|
|
|
143
|
Kestra Advisory Services
Austin,
Texas
|
$364K
|
+$11.2K
|
+180
|
+3%
|
|
|
144
|
55I LLC
Boston,
Massachusetts
|
$360K
|
-$47.5K
|
-765
|
-12%
|
|
|
145
|
Grove Bank & Trust
Miami,
Florida
|
$349K
|
–
|
–
|
–
|
|
|
146
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$346K
|
–
|
–
|
–
|
|
|
147
|
Gould Asset Management
Claremont,
California
|
$344K
|
+$71.1K
|
+1,145
|
+26%
|
|
|
148
|
Creative Planning
Overland Park,
Kansas
|
$340K
|
-$707K
|
-11,375
|
-68%
|
|
|
149
|
Caprin Asset Management
Henrico,
Virginia
|
$324K
|
–
|
–
|
–
|
|
|
150
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$322K
|
-$244K
|
-3,920
|
-43%
|
|
