|
201
|
Portland Global Advisors
Portland,
Maine
|
$1.1M
|
–
|
–
|
–
|
|
|
202
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.09M
|
+$89.7K
|
+1,428
|
+9%
|
|
|
203
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.09M
|
-$79.3K
|
-1,263
|
-7%
|
|
|
204
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.08M
|
+$52.4K
|
+834
|
+5%
|
|
|
205
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.08M
|
-$49.5K
|
-789
|
-5%
|
|
|
206
|
Asset Dedication LLC
San Francisco,
California
|
$1.07M
|
+$254K
|
+4,051
|
+33%
|
|
|
207
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.06M
|
+$31.7K
|
+504
|
+3%
|
|
|
208
|
Regatta Capital Group
El Segundo,
California
|
$1.03M
|
-$233K
|
-3,716
|
-19%
|
|
|
209
|
Prudential Financial
Newark,
New Jersey
|
$1.02M
|
+$33.2K
|
+528
|
+4%
|
|
|
210
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.01M
|
+$3.71K
|
+59
|
+0.4%
|
|
|
211
|
UMB Bank
Kansas City,
Missouri
|
$974K
|
–
|
–
|
–
|
|
|
212
|
Mercer Investments
Boston,
Massachusetts
|
$965K
|
+$4.33K
|
+69
|
+0.5%
|
|
|
213
|
Whittier Trust
South Pasadena,
California
|
$964K
|
+$234K
|
+3,725
|
+34%
|
|
|
214
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$963K
|
+$13.6K
|
+217
|
+2%
|
|
|
215
|
Affiance Financial
St. Louis Park,
Minnesota
|
$962K
|
-$31.2K
|
-497
|
-3%
|
|
|
216
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$956K
|
-$41.8K
|
-665
|
-4%
|
|
|
217
|
Planning Alternatives
Birmingham,
Michigan
|
$935K
|
-$127K
|
-2,025
|
-12%
|
|
|
218
|
GW & Wade
Wellesley,
Massachusetts
|
$931K
|
+$323K
|
+5,147
|
+57%
|
|
|
219
|
REDW Wealth
Albuquerque,
New Mexico
|
$915K
|
+$283K
|
+4,504
|
+48%
|
|
|
220
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$915K
|
+$874K
|
+13,912
|
New
|
|
|
221
|
Simmons Bank
Pine Bluff,
Arkansas
|
$901K
|
-$475K
|
-7,564
|
-36%
|
|
|
222
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$900K
|
-$70.8K
|
-1,127
|
-8%
|
|
|
223
|
HB Wealth Management
Atlanta,
Georgia
|
$892K
|
+$34.8K
|
+554
|
+4%
|
|
|
224
|
Mendel Capital Management
Little Rock,
Arkansas
|
$890K
|
+$1.32K
|
+21
|
+0.2%
|
|
|
225
|
Coldstream Capital Management
Bellevue,
Washington
|
$887K
|
+$848K
|
+13,498
|
New
|
|
