|
176
|
Litman Gregory Wealth Management
Larkspur,
California
|
$303K
|
+$44K
|
+903
|
+16%
|
|
|
177
|
Diversified Trust
Memphis,
Tennessee
|
$300K
|
–
|
–
|
–
|
|
|
178
|
Regions Financial Corp
Birmingham,
Alabama
|
$287K
|
+$25.1K
|
+515
|
+9%
|
|
|
179
|
Richard P. Slaughter Associates
Austin,
Texas
|
$284K
|
+$299K
|
+6,130
|
New
|
|
|
180
|
PFG Advisors
Phoenix,
Arizona
|
$277K
|
-$29.3K
|
-602
|
-9%
|
|
|
181
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$270K
|
–
|
–
|
–
|
|
|
182
|
Fort Point Capital Partners
San Francisco,
California
|
$265K
|
-$82.7K
|
-1,698
|
-23%
|
|
|
183
|
My Legacy Advisors
Bend,
Oregon
|
$260K
|
-$61.7K
|
-1,267
|
-18%
|
|
|
184
|
Bangor Savings Bank
Bangor,
Maine
|
$259K
|
–
|
–
|
–
|
|
|
185
|
Spire Wealth Management
Mclean,
Virginia
|
$259K
|
–
|
–
|
–
|
|
|
186
|
Atria Wealth Solutions
New York
|
$256K
|
+$269K
|
+5,520
|
New
|
|
|
187
|
Oakworth Capital
Birmingham,
Alabama
|
$254K
|
–
|
–
|
–
|
|
|
188
|
|
$254K
|
+$22.5K
|
+461
|
+9%
|
|
|
189
|
|
$251K
|
+$50.1K
|
+1,029
|
+24%
|
|
|
190
|
Denver PWM
Denver,
Colorado
|
$248K
|
+$3.8K
|
+78
|
+1%
|
|
|
191
|
Bristlecone Advisors
Bellevue,
Washington
|
$246K
|
-$9.74K
|
-200
|
-4%
|
|
|
192
|
Aprio Wealth Management
Atlanta,
Georgia
|
$244K
|
+$256K
|
+5,247
|
New
|
|
|
193
|
Advisornet Financial
Minnetonka,
Minnesota
|
$240K
|
+$24.5K
|
+502
|
+11%
|
|
|
194
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$239K
|
-$4.82K
|
-99
|
-2%
|
|
|
195
|
AssetMark Inc
Concord,
California
|
$239K
|
+$141K
|
+2,889
|
+128%
|
|
|
196
|
Brewster Financial Planning
Brooklyn,
New York
|
$232K
|
–
|
–
|
–
|
|
|
197
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$231K
|
-$5.36K
|
-110
|
-2%
|
|
|
198
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$229K
|
-$14.1K
|
-290
|
-6%
|
|
|
199
|
R.W. Roge & Company
Bohemia,
New York
|
$229K
|
–
|
–
|
–
|
|
|
200
|
Tradition Wealth Management
Edina,
Minnesota
|
$228K
|
+$49
|
+1
|
+0%
|
|
