|
176
|
First Horizon Advisors
Memphis,
Tennessee
|
$957K
|
-$339K
|
-10,866
|
-24%
|
|
|
177
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$942K
|
-$134K
|
-4,280
|
-11%
|
|
|
178
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$940K
|
+$1.4K
|
+45
|
+0.1%
|
|
|
179
|
DOHJ LLC
Seattle,
Washington
|
$936K
|
+$160K
|
+5,114
|
+18%
|
|
|
180
|
Liberty Wealth Management
Oakland,
California
|
$931K
|
+$91.1K
|
+2,920
|
+9%
|
|
|
181
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$926K
|
+$61.5K
|
+1,972
|
+6%
|
|
|
182
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$924K
|
+$1.04M
|
+33,387
|
New
|
|
|
183
|
SteelPeak Wealth
Woodland Hills,
California
|
$919K
|
-$53.2K
|
-1,707
|
-5%
|
|
|
184
|
Allworth Financial
Folsom,
California
|
$903K
|
+$195K
|
+6,245
|
+24%
|
|
|
185
|
Regal Investment Advisors
Kentwood,
Michigan
|
$894K
|
+$18K
|
+578
|
+2%
|
|
|
186
|
Brown Brothers Harriman & Co
New York
|
$890K
|
–
|
–
|
–
|
|
|
187
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$885K
|
+$31.4K
|
+1,007
|
+3%
|
|
|
188
|
Mutual Advisors
Omaha,
Nebraska
|
$876K
|
+$668K
|
+21,408
|
+209%
|
|
|
189
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$873K
|
-$982K
|
-31,484
|
-50%
|
|
|
190
|
Neumann Capital Management
Foster City,
California
|
$867K
|
+$25K
|
+800
|
+3%
|
|
|
191
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$864K
|
-$11.9K
|
-381
|
-1%
|
|
|
192
|
PAX Financial Group
San Antonio,
Texas
|
$857K
|
-$46K
|
-1,474
|
-5%
|
|
|
193
|
Rockefeller Capital Management
New York
|
$855K
|
-$1.06M
|
-33,860
|
-52%
|
|
|
194
|
AssetMark Inc
Concord,
California
|
$855K
|
+$92.8K
|
+2,975
|
+11%
|
|
|
195
|
Montecito Bank & Trust
Santa Barbara,
California
|
$853K
|
-$97.8K
|
-3,135
|
-9%
|
|
|
196
|
|
$845K
|
+$912K
|
+29,248
|
+2,283%
|
|
|
197
|
Regatta Capital Group
El Segundo,
California
|
$844K
|
+$4.4K
|
+141
|
+0.5%
|
|
|
198
|
Asset Dedication LLC
San Francisco,
California
|
$843K
|
-$28.9K
|
-926
|
-3%
|
|
|
199
|
Morling Financial Advisors
Fremont,
California
|
$823K
|
+$24K
|
+770
|
+3%
|
|
|
200
|
Wealth Alliance
Mellville,
New York
|
$814K
|
-$580K
|
-18,578
|
-39%
|
|
