|
151
|
Wealthspire Advisors (New York)
New York
|
$2.08M
|
+$415K
|
+4,118
|
+28%
|
|
|
152
|
Webster Bank
Waterbury,
Connecticut
|
$2.07M
|
-$1.8M
|
-17,825
|
-49%
|
|
|
153
|
Bell Investment Advisors
Oakland,
California
|
$2.07M
|
-$105K
|
-1,038
|
-5%
|
|
|
154
|
CGN Advisors
Manhattan,
Kansas
|
$2.05M
|
-$476K
|
-4,723
|
-20%
|
|
|
155
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.04M
|
+$180K
|
+1,787
|
+11%
|
|
|
156
|
Equitable Trust
Nashville,
Tennessee
|
$2.03M
|
-$259K
|
-2,569
|
-12%
|
|
|
157
|
Northland Capital Management
Virginia,
Minnesota
|
$2.02M
|
+$324K
|
+3,210
|
+21%
|
|
|
158
|
Glenview Trust
Louisville,
Kentucky
|
$2.02M
|
+$147K
|
+1,459
|
+9%
|
|
|
159
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.97M
|
-$189K
|
-1,873
|
-9%
|
|
|
160
|
Skyline Advisors
Bellingham,
Washington
|
$1.96M
|
-$133K
|
-1,315
|
-7%
|
|
|
161
|
WealthCollab
Bellevue,
Washington
|
$1.94M
|
+$101
|
+1
|
+0%
|
|
|
162
|
Addison Advisors
Middlebury,
Vermont
|
$1.92M
|
-$15.6K
|
-155
|
-0.9%
|
|
|
163
|
Farnam Financial
Phoenix,
Arizona
|
$1.9M
|
+$628K
|
+6,227
|
+56%
|
|
|
164
|
Fidelity Investments
Boston,
Massachusetts
|
$1.84M
|
+$160K
|
+1,586
|
+10%
|
|
|
165
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.81M
|
-$74K
|
-734
|
-4%
|
|
|
166
|
Everett Harris & Co
Los Angeles,
California
|
$1.75M
|
–
|
–
|
–
|
|
|
167
|
M&T Bank
Buffalo,
New York
|
$1.72M
|
+$31.9K
|
+316
|
+2%
|
|
|
168
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.72M
|
-$169K
|
-1,674
|
-10%
|
|
|
169
|
Arjuna Capital
Durham,
North Carolina
|
$1.71M
|
-$58.3K
|
-578
|
-4%
|
|
|
170
|
UMB Bank
Kansas City,
Missouri
|
$1.71M
|
–
|
–
|
–
|
|
|
171
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.68M
|
+$102K
|
+1,014
|
+7%
|
|
|
172
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.67M
|
-$5.04K
|
-50
|
-0.3%
|
|
|
173
|
Selective Wealth Management
Forest,
Virginia
|
$1.66M
|
+$273K
|
+2,707
|
+22%
|
|
|
174
|
Neuberger Berman Group
New York
|
$1.66M
|
+$537K
|
+5,328
|
+54%
|
|
|
175
|
McLean Asset Management
Tysons,
Virginia
|
$1.64M
|
–
|
–
|
–
|
|
