|
401
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$222K
|
–
|
–
|
–
|
|
|
402
|
Wealthspire Advisors (New York)
New York
|
$221K
|
-$69K
|
-1,589
|
-24%
|
|
|
403
|
UMB Bank
Kansas City,
Missouri
|
$219K
|
–
|
–
|
–
|
|
|
404
|
Mason & Associates (California)
Los Angeles,
California
|
$219K
|
–
|
–
|
–
|
|
|
405
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$216K
|
–
|
–
|
–
|
|
|
406
|
One Capital Management
Westlake Village,
California
|
$214K
|
+$210K
|
+4,833
|
New
|
|
|
407
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$211K
|
+$206K
|
+4,748
|
New
|
|
|
408
|
Weatherly Asset Management
Del Mar,
California
|
$206K
|
+$202K
|
+4,643
|
New
|
|
|
409
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$205K
|
+$200K
|
+4,605
|
New
|
|
|
410
|
Westmount Partners
Los Angeles,
California
|
$203K
|
+$198K
|
+4,561
|
New
|
|
|
411
|
Financial Insights
Tacoma,
Washington
|
$202K
|
+$197K
|
+4,536
|
New
|
|
|
412
|
Private Trust Company
Cleveland,
Ohio
|
$195K
|
–
|
–
|
–
|
|
|
413
|
|
$186K
|
+$565
|
+13
|
+0.3%
|
|
|
414
|
|
$186K
|
–
|
–
|
–
|
|
|
415
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$176K
|
+$172K
|
+3,958
|
New
|
|
|
416
|
Gradient Investments
Arden Hills,
Minnesota
|
$175K
|
–
|
–
|
–
|
|
|
417
|
Raleigh Capital Management
Cary,
North Carolina
|
$156K
|
+$478
|
+11
|
+0.3%
|
|
|
418
|
Wells Fargo
San Francisco,
California
|
$154K
|
-$43K
|
-990
|
-22%
|
|
|
419
|
Icon Wealth Partners
Houston,
Texas
|
$151K
|
+$147K
|
+3,390
|
New
|
|
|
420
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$150K
|
–
|
–
|
–
|
|
|
421
|
Glassman Wealth Services
Vienna,
Virginia
|
$139K
|
–
|
–
|
–
|
|
|
422
|
Financial Connections Group
Corte Madera,
California
|
$130K
|
–
|
–
|
–
|
|
|
423
|
Tradition Wealth Management
Edina,
Minnesota
|
$127K
|
+$391
|
+9
|
+0.3%
|
|
|
424
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$119K
|
–
|
–
|
–
|
|
|
425
|
City State Bank
Norwalk,
Iowa
|
$107K
|
–
|
–
|
–
|
|
