|
151
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$759K
|
+$752K
|
+13,054
|
New
|
|
|
152
|
Ariston Services Group
San Diego,
California
|
$748K
|
–
|
–
|
–
|
|
|
153
|
Tenon Financial
Metuchen,
New Jersey
|
$744K
|
–
|
–
|
–
|
|
|
154
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$726K
|
-$99.6K
|
-1,730
|
-12%
|
|
|
155
|
Adero Partners
Pleasanton,
California
|
$714K
|
–
|
–
|
–
|
|
|
156
|
Avantax Planning Partners
Dubuque,
Iowa
|
$709K
|
–
|
–
|
–
|
|
|
157
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$703K
|
+$7.2K
|
+125
|
+1%
|
|
|
158
|
Comerica Bank
Dallas,
Texas
|
$682K
|
-$95.9K
|
-1,665
|
-12%
|
|
|
159
|
Bristlecone Advisors
Bellevue,
Washington
|
$678K
|
+$25.2K
|
+438
|
+4%
|
|
|
160
|
Atria Wealth Solutions
New York
|
$671K
|
+$363K
|
+6,304
|
+120%
|
|
|
161
|
Investment Advisory Group
Hanover,
Massachusetts
|
$662K
|
–
|
–
|
–
|
|
|
162
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$660K
|
+$151K
|
+2,615
|
+30%
|
|
|
163
|
Mattern Capital Management
Lakewood,
Colorado
|
$655K
|
+$7.89K
|
+137
|
+1%
|
|
|
164
|
Davidson Investment Advisors
Great Falls,
Montana
|
$645K
|
-$25.2K
|
-437
|
-4%
|
|
|
165
|
Shira Ridge Wealth Management
Larkspur,
California
|
$643K
|
+$136K
|
+2,360
|
+27%
|
|
|
166
|
VERITY Wealth Advisors
Sausalito,
United States
|
$634K
|
–
|
–
|
–
|
|
|
167
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$632K
|
+$125K
|
+2,169
|
+25%
|
|
|
168
|
Instrumental Wealth
Tampa,
Florida
|
$630K
|
+$631K
|
+10,954
|
New
|
|
|
169
|
True Link Financial Advisors
San Francisco,
California
|
$613K
|
–
|
–
|
–
|
|
|
170
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$601K
|
-$23K
|
-400
|
-4%
|
|
|
171
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$581K
|
+$230K
|
+4,000
|
+67%
|
|
|
172
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$576K
|
+$3.86K
|
+67
|
+0.7%
|
|
|
173
|
Financial Advocates Investment Management
Olympia,
Washington
|
$572K
|
-$22.2K
|
-385
|
-4%
|
|
|
174
|
Capital Insight Partners
Scottsdale,
Arizona
|
$565K
|
–
|
–
|
–
|
|
|
175
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$550K
|
–
|
–
|
–
|
|
