|
126
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$576K
|
+$14.1K
|
+261
|
+2%
|
|
|
127
|
HB Wealth Management
Atlanta,
Georgia
|
$570K
|
–
|
–
|
–
|
|
|
128
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$564K
|
+$67.1K
|
+1,242
|
+13%
|
|
|
129
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$559K
|
–
|
–
|
–
|
|
|
130
|
Pitcairn
Conshohocken,
Pennsylvania
|
$550K
|
+$568K
|
+10,513
|
New
|
|
|
131
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$549K
|
+$567K
|
+10,494
|
New
|
|
|
132
|
Montecito Bank & Trust
Santa Barbara,
California
|
$547K
|
-$15.3K
|
-284
|
-3%
|
|
|
133
|
Rockefeller Capital Management
New York
|
$546K
|
-$23.3K
|
-431
|
-4%
|
|
|
134
|
Steward Partners Investment Advisory
New York
|
$538K
|
+$208K
|
+3,856
|
+60%
|
|
|
135
|
Boltwood Capital Management
Walnut Creek,
California
|
$528K
|
+$86.4K
|
+1,600
|
+19%
|
|
|
136
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$505K
|
-$11.6K
|
-215
|
-2%
|
|
|
137
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$501K
|
+$594
|
+11
|
+0.1%
|
|
|
138
|
Brighton Jones LLC
Seattle,
Washington
|
$501K
|
-$261K
|
-4,836
|
-34%
|
|
|
139
|
Huntington National Bank
Columbus,
Ohio
|
$495K
|
–
|
–
|
–
|
|
|
140
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$490K
|
+$506K
|
+9,368
|
New
|
|
|
141
|
Newport Capital Group
Red Bank,
New Jersey
|
$488K
|
+$49.7K
|
+920
|
+11%
|
|
|
142
|
Atria Wealth Solutions
New York
|
$488K
|
-$17.1K
|
-316
|
-3%
|
|
|
143
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$483K
|
-$27.1K
|
-502
|
-5%
|
|
|
144
|
VERITY Wealth Advisors
Sausalito,
United States
|
$474K
|
–
|
–
|
–
|
|
|
145
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$468K
|
+$49.1K
|
+909
|
+11%
|
|
|
146
|
Miller Howard Investments
Kingston,
New York
|
$451K
|
+$466K
|
+8,626
|
New
|
|
|
147
|
Auour Investments
Woburn,
Massachusetts
|
$450K
|
+$3.78K
|
+70
|
+0.8%
|
|
|
148
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$450K
|
–
|
–
|
–
|
|
|
149
|
Financial & Tax Architects
St Louis,
Missouri
|
$448K
|
+$157K
|
+2,898
|
+51%
|
|
|
150
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$433K
|
-$8.32K
|
-154
|
-2%
|
|
