|
176
|
Confluence Wealth Management
Portland,
Oregon
|
$1.54M
|
-$34.5K
|
-420
|
-2%
|
|
|
177
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.52M
|
-$2.14K
|
-26
|
-0.1%
|
|
|
178
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.4M
|
+$10.7K
|
+130
|
+0.8%
|
|
|
179
|
|
$1.4M
|
+$15.6K
|
+190
|
+1%
|
|
|
180
|
|
$1.35M
|
+$1.3M
|
+15,818
|
New
|
|
|
181
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.34M
|
-$1.81K
|
-22
|
-0.1%
|
|
|
182
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.31M
|
-$6.74K
|
-82
|
-0.5%
|
|
|
183
|
Bangor Savings Bank
Bangor,
Maine
|
$1.3M
|
-$93.7K
|
-1,140
|
-7%
|
|
|
184
|
Evercore Wealth Management
New York
|
$1.29M
|
+$1.25M
|
+15,158
|
New
|
|
|
185
|
One Capital Management
Westlake Village,
California
|
$1.29M
|
-$11.2K
|
-136
|
-0.9%
|
|
|
186
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.27M
|
-$2.14K
|
-26
|
-0.2%
|
|
|
187
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.26M
|
+$4.77K
|
+58
|
+0.4%
|
|
|
188
|
Omega Financial Group
Santa Barbara,
California
|
$1.25M
|
+$6.08K
|
+74
|
+0.5%
|
|
|
189
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.23M
|
+$263K
|
+3,204
|
+29%
|
|
|
190
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.22M
|
-$1.48K
|
-18
|
-0.1%
|
|
|
191
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.2M
|
–
|
–
|
–
|
|
|
192
|
Waverly Advisors
Birmingham,
Alabama
|
$1.17M
|
-$121K
|
-1,472
|
-10%
|
|
|
193
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.17M
|
-$32.9K
|
-400
|
-3%
|
|
|
194
|
Belpointe Asset Management
Reno,
Nevada
|
$1.17M
|
+$545K
|
+6,628
|
+94%
|
|
|
195
|
Savant Capital
Rockford,
Illinois
|
$1.15M
|
–
|
–
|
–
|
|
|
196
|
Whittier Trust
South Pasadena,
California
|
$1.15M
|
-$25K
|
-304
|
-2%
|
|
|
197
|
NWAM LLC
Mercer Island,
Washington
|
$1.13M
|
-$15K
|
-182
|
-1%
|
|
|
198
|
Global Retirement Partners
San Rafael,
California
|
$1.13M
|
-$70.3K
|
-856
|
-6%
|
|
|
199
|
Segment Wealth Management
Houston,
Texas
|
$1.12M
|
–
|
–
|
–
|
|
|
200
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.12M
|
–
|
–
|
–
|
|
