|
101
|
Confluence Wealth Management
Portland,
Oregon
|
$1.75M
|
-$234K
|
-4,126
|
-13%
|
|
|
102
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.74M
|
+$584K
|
+10,308
|
+58%
|
|
|
103
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.72M
|
+$165K
|
+2,920
|
+12%
|
|
|
104
|
Cobiz Wealth
Denver,
Colorado
|
$1.7M
|
-$44.3K
|
-782
|
-3%
|
|
|
105
|
Neumann Capital Management
Foster City,
California
|
$1.69M
|
+$30.6K
|
+540
|
+2%
|
|
|
106
|
Bangor Savings Bank
Bangor,
Maine
|
$1.64M
|
+$33.1K
|
+584
|
+2%
|
|
|
107
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.59M
|
+$426K
|
+7,516
|
+41%
|
|
|
108
|
Waverly Advisors
Birmingham,
Alabama
|
$1.58M
|
-$10.1K
|
-178
|
-0.7%
|
|
|
109
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$1.55M
|
-$1.14M
|
-20,170
|
-45%
|
|
|
110
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.53M
|
–
|
–
|
–
|
|
|
111
|
William Blair & Company
Chicago,
Illinois
|
$1.47M
|
-$48.2K
|
-850
|
-3%
|
|
|
112
|
Cetera Advisor Networks
El Segundo,
California
|
$1.44M
|
-$34K
|
-600
|
-3%
|
|
|
113
|
Risk Paradigm Group
Austin,
Texas
|
$1.43M
|
+$299K
|
+5,276
|
+30%
|
|
|
114
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.42M
|
+$1.29M
|
+22,820
|
New
|
|
|
115
|
Security National Trust
Wheeling,
West Virginia
|
$1.37M
|
+$103K
|
+1,820
|
+9%
|
|
|
116
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.33M
|
-$168K
|
-2,960
|
-12%
|
|
|
117
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.32M
|
+$36.8K
|
+650
|
+3%
|
|
|
118
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.27M
|
+$1.7K
|
+30
|
+0.1%
|
|
|
119
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.26M
|
+$68.9K
|
+1,216
|
+6%
|
|
|
120
|
Fidelity Investments
Boston,
Massachusetts
|
$1.18M
|
-$27.9K
|
-492
|
-3%
|
|
|
121
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$1.17M
|
+$176K
|
+3,098
|
+20%
|
|
|
122
|
The Family Firm
Bethesda,
Maryland
|
$1.16M
|
-$81.3K
|
-1,434
|
-7%
|
|
|
123
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.15M
|
+$513K
|
+9,044
|
+96%
|
|
|
124
|
United Capital Financial Advisors
Irving,
Texas
|
$1.09M
|
-$114K
|
-2,020
|
-10%
|
|
|
125
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.05M
|
+$613K
|
+10,810
|
+176%
|
|
