|
126
|
O'Connor Financial Group
Quincy,
Illinois
|
$363K
|
+$651
|
+5
|
+0.2%
|
|
|
127
|
Cardiff Park Advisors
Carlsbad,
California
|
$362K
|
-$39.1K
|
-300
|
-10%
|
|
|
128
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$348K
|
-$22.7K
|
-174
|
-6%
|
|
|
129
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$342K
|
–
|
–
|
–
|
|
|
130
|
Brown Brothers Harriman & Co
New York
|
$341K
|
–
|
–
|
–
|
|
|
131
|
Garrison Point Advisors
Walnut Creek,
California
|
$338K
|
–
|
–
|
–
|
|
|
132
|
MML Investors Services
Springfield,
Massachusetts
|
$331K
|
+$331K
|
+2,540
|
New
|
|
|
133
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$318K
|
–
|
–
|
–
|
|
|
134
|
Cascade Financial Partners
San Diego,
California
|
$306K
|
–
|
–
|
–
|
|
|
135
|
Boston Family Office
Boston,
Massachusetts
|
$304K
|
-$10.4K
|
-80
|
-3%
|
|
|
136
|
NWAM LLC
Mercer Island,
Washington
|
$298K
|
–
|
–
|
–
|
|
|
137
|
Doliver Advisors
Houston,
Texas
|
$294K
|
-$3.25K
|
-25
|
-1%
|
|
|
138
|
Mutual Advisors
Omaha,
Nebraska
|
$287K
|
+$130
|
+1
|
+0%
|
|
|
139
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$279K
|
–
|
–
|
–
|
|
|
140
|
Wilson & Boucher Capital Management
Moraga,
California
|
$278K
|
–
|
–
|
–
|
|
|
141
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$272K
|
–
|
–
|
–
|
|
|
142
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$272K
|
+$272K
|
+2,090
|
New
|
|
|
143
|
David Wealth Management
Fairfax,
Virginia
|
$269K
|
+$269K
|
+2,067
|
New
|
|
|
144
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$267K
|
–
|
–
|
–
|
|
|
145
|
|
$261K
|
–
|
–
|
–
|
|
|
146
|
Kieckhefer Group
Mequon,
Wisconsin
|
$261K
|
+$260K
|
+2,000
|
New
|
|
|
147
|
World Investment Advisors
Santa Barbara,
California
|
$258K
|
+$25.6K
|
+197
|
+11%
|
|
|
148
|
Acropolis Investment Management
St. Louis,
Missouri
|
$254K
|
–
|
–
|
–
|
|
|
149
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$248K
|
–
|
–
|
–
|
|
|
150
|
Gray Wealth Management
Bangor,
Maine
|
$243K
|
+$4.69K
|
+36
|
+2%
|
|
