|
151
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$1.2M
|
+$1.16M
|
+37,553
|
New
|
|
|
152
|
Omega Financial Group
Santa Barbara,
California
|
$1.2M
|
-$39.9K
|
-1,292
|
-3%
|
|
|
153
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.19M
|
+$55.1K
|
+1,785
|
+5%
|
|
|
154
|
Blue Edge Capital
Richmond,
Virginia
|
$1.19M
|
+$191K
|
+6,199
|
+20%
|
|
|
155
|
|
$1.18M
|
-$558K
|
-18,089
|
-33%
|
|
|
156
|
Idaho Trust Bank
Boise,
Idaho
|
$1.17M
|
-$398K
|
-12,908
|
-26%
|
|
|
157
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.14M
|
-$120K
|
-3,903
|
-10%
|
|
|
158
|
Becker Capital Management
Portland,
Oregon
|
$1.12M
|
–
|
–
|
–
|
|
|
159
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.11M
|
–
|
–
|
–
|
|
|
160
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
-$247
|
-8
|
-0%
|
|
|
161
|
Morling Financial Advisors
Fremont,
California
|
$1.09M
|
-$5.83K
|
-189
|
-0.6%
|
|
|
162
|
Opes Wealth Management
Menlo Park,
California
|
$1.09M
|
+$37.8K
|
+1,225
|
+4%
|
|
|
163
|
Wealth Architects
Mountain View,
California
|
$1.07M
|
-$5.37K
|
-174
|
-0.5%
|
|
|
164
|
Integris Wealth Management
Monterey,
California
|
$1.07M
|
-$158K
|
-5,115
|
-13%
|
|
|
165
|
Objective Capital Management
Pepper Pike,
Ohio
|
$1.06M
|
-$121K
|
-3,926
|
-11%
|
|
|
166
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$1.05M
|
-$67.1K
|
-2,176
|
-6%
|
|
|
167
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.05M
|
+$30.9K
|
+1,001
|
+3%
|
|
|
168
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.04M
|
+$105K
|
+3,389
|
+12%
|
|
|
169
|
Brown Brothers Harriman & Co
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
170
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.02M
|
-$1.12M
|
-36,462
|
-53%
|
|
|
171
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.02M
|
-$1.12M
|
-36,462
|
-53%
|
|
|
172
|
Regatta Capital Group
El Segundo,
California
|
$1.02M
|
-$46.5K
|
-1,507
|
-5%
|
|
|
173
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.02M
|
-$144K
|
-4,679
|
-13%
|
|
|
174
|
Brookstone Capital Management
Wheaton,
Illinois
|
$994K
|
+$3.36K
|
+109
|
+0.4%
|
|
|
175
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$989K
|
+$6.2K
|
+201
|
+0.7%
|
|
