|
201
|
BOK Financial Private Wealth
Denver,
Colorado
|
$452K
|
–
|
–
|
–
|
|
|
202
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$446K
|
-$7.49K
|
-133
|
-2%
|
|
|
203
|
Cladis Investment Advisory
Billings,
Montana
|
$444K
|
-$39.4K
|
-700
|
-8%
|
|
|
204
|
Atria Wealth Solutions
New York
|
$438K
|
+$440K
|
+7,821
|
New
|
|
|
205
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$435K
|
+$437K
|
+7,760
|
New
|
|
|
206
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$426K
|
+$507
|
+9
|
+0.1%
|
|
|
207
|
Fort Point Capital Partners
San Francisco,
California
|
$425K
|
–
|
–
|
–
|
|
|
208
|
Parcion Private Wealth
Bellevue,
Washington
|
$407K
|
–
|
–
|
–
|
|
|
209
|
HM Payson & Co
Portland,
Maine
|
$404K
|
+$233K
|
+4,133
|
+135%
|
|
|
210
|
Bridgeworth
Birmingham,
Alabama
|
$395K
|
–
|
–
|
–
|
|
|
211
|
Stone Summit Wealth
Miami,
Florida
|
$380K
|
–
|
–
|
–
|
|
|
212
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$374K
|
–
|
–
|
–
|
|
|
213
|
Rockefeller Capital Management
New York
|
$370K
|
+$372K
|
+6,608
|
New
|
|
|
214
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$368K
|
–
|
–
|
–
|
|
|
215
|
Cross Staff Investments
Pittsford,
New York
|
$364K
|
–
|
–
|
–
|
|
|
216
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$360K
|
+$361K
|
+6,416
|
New
|
|
|
217
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$359K
|
-$45.5K
|
-808
|
-11%
|
|
|
218
|
Fidelity Investments
Boston,
Massachusetts
|
$357K
|
–
|
–
|
–
|
|
|
219
|
American Financial Advisors
Marietta,
Georgia
|
$357K
|
+$282
|
+5
|
+0.1%
|
|
|
220
|
Angeles Wealth Management
Santa Monica,
California
|
$348K
|
+$349K
|
+6,204
|
New
|
|
|
221
|
Brown Advisory
Baltimore,
Maryland
|
$340K
|
-$343K
|
-6,095
|
-50%
|
|
|
222
|
Versant Capital Management
Phoenix,
Arizona
|
$339K
|
+$340K
|
+6,039
|
New
|
|
|
223
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$337K
|
-$158K
|
-2,799
|
-32%
|
|
|
224
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$336K
|
+$337K
|
+5,991
|
New
|
|
|
225
|
Cetera Advisor Networks
El Segundo,
California
|
$330K
|
-$49.6K
|
-881
|
-13%
|
|
