|
176
|
Neumann Capital Management
Foster City,
California
|
$1.13M
|
-$12.5K
|
-200
|
-1%
|
|
|
177
|
Virtus Family Office
El Paso,
Texas
|
$1.1M
|
+$1.23M
|
+19,567
|
New
|
|
|
178
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$1.07M
|
+$312K
|
+4,975
|
+35%
|
|
|
179
|
Fidelity Investments
Boston,
Massachusetts
|
$1.07M
|
+$951K
|
+15,178
|
+386%
|
|
|
180
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.03M
|
+$7.65K
|
+122
|
+0.7%
|
|
|
181
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.02M
|
+$506K
|
+8,077
|
+81%
|
|
|
182
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.01M
|
-$2.13M
|
-33,949
|
-65%
|
|
|
183
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1M
|
+$28.8K
|
+459
|
+3%
|
|
|
184
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$1M
|
+$83.5K
|
+1,332
|
+8%
|
|
|
185
|
Brio Consultants
San Francisco,
California
|
$992K
|
+$1.07M
|
+17,063
|
New
|
|
|
186
|
Avantax Planning Partners
Dubuque,
Iowa
|
$978K
|
+$324K
|
+5,174
|
+42%
|
|
|
187
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$966K
|
+$1.08M
|
+17,201
|
New
|
|
|
188
|
WealthSource Partners
San Luis Obispo,
California
|
$965K
|
+$195K
|
+3,108
|
+22%
|
|
|
189
|
Portland Global Advisors
Portland,
Maine
|
$940K
|
+$291K
|
+4,635
|
+38%
|
|
|
190
|
Private Advisor Group
Morristown,
New Jersey
|
$938K
|
+$285K
|
+4,543
|
+37%
|
|
|
191
|
Planning Alternatives
Birmingham,
Michigan
|
$912K
|
+$332K
|
+5,296
|
+48%
|
|
|
192
|
Bank of New York Mellon
New York
|
$887K
|
+$111K
|
+1,775
|
+13%
|
|
|
193
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$881K
|
+$16.2K
|
+259
|
+2%
|
|
|
194
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$879K
|
–
|
–
|
–
|
|
|
195
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$874K
|
+$212K
|
+3,385
|
+28%
|
|
|
196
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$872K
|
-$1.13K
|
-18
|
-0.1%
|
|
|
197
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$856K
|
+$144K
|
+2,300
|
+18%
|
|
|
198
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$854K
|
+$38.7K
|
+618
|
+4%
|
|
|
199
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$852K
|
+$37.7K
|
+602
|
+4%
|
|
|
200
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$852K
|
+$46.8K
|
+747
|
+5%
|
|
