|
151
|
|
$12.6M
|
-$507K
|
-3,554
|
-4%
|
|
|
152
|
Atria Wealth Solutions
New York
|
$12.5M
|
-$549K
|
-3,846
|
-4%
|
|
|
153
|
Clear Creek Financial Management
Silverdale,
Washington
|
$12.5M
|
+$11.9M
|
+83,509
|
+3,361%
|
|
|
154
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$12.2M
|
+$2.1M
|
+14,676
|
+21%
|
|
|
155
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$12.1M
|
+$316K
|
+2,211
|
+3%
|
|
|
156
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$11.9M
|
+$53.8K
|
+377
|
+0.5%
|
|
|
157
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.8M
|
+$254K
|
+1,777
|
+2%
|
|
|
158
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$11.7M
|
+$11.5M
|
+80,427
|
New
|
|
|
159
|
Financial Advocates Investment Management
Olympia,
Washington
|
$11.7M
|
-$102K
|
-711
|
-0.9%
|
|
|
160
|
|
$11.5M
|
-$488K
|
-3,420
|
-4%
|
|
|
161
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$11.4M
|
-$42.7K
|
-299
|
-0.4%
|
|
|
162
|
Hancock Whitney
Gulfport,
Mississippi
|
$11.3M
|
+$5.22M
|
+36,581
|
+88%
|
|
|
163
|
Bank of Stockton
Stockton,
California
|
$11.3M
|
-$264K
|
-1,852
|
-2%
|
|
|
164
|
Alera Investment Advisors
Deerfield,
Illinois
|
$11.2M
|
+$35.5K
|
+249
|
+0.3%
|
|
|
165
|
Callan Family Office
Radnor,
Pennsylvania
|
$11.2M
|
+$11M
|
+77,063
|
New
|
|
|
166
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$10.9M
|
+$117K
|
+821
|
+1%
|
|
|
167
|
|
$10.8M
|
-$704K
|
-4,934
|
-9%
|
|
|
168
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10.7M
|
+$177K
|
+1,240
|
+2%
|
|
|
169
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$10.6M
|
-$1.02M
|
-7,177
|
-9%
|
|
|
170
|
ETF Portfolio Partners
Leawood,
Kansas
|
$10.5M
|
+$71.5K
|
+501
|
+0.7%
|
|
|
171
|
Peninsula Wealth
San Francisco,
California
|
$10.5M
|
+$233K
|
+1,633
|
+2%
|
|
|
172
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$10.4M
|
+$168K
|
+1,178
|
+2%
|
|
|
173
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$10.4M
|
–
|
–
|
–
|
|
|
174
|
Prosperity Planning
Kansas City,
Missouri
|
$10.4M
|
–
|
–
|
–
|
|
|
175
|
Tactive Advisors
Jacksonville,
Florida
|
$10.3M
|
+$10.2M
|
+71,268
|
New
|
|
