|
151
|
Silver Oak Advisory Group
Portland,
Oregon
|
$412K
|
-$12K
|
-77
|
-3%
|
|
|
152
|
Edge Wealth Management
New York
|
$403K
|
-$26.6K
|
-170
|
-6%
|
|
|
153
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$400K
|
–
|
–
|
–
|
|
|
154
|
Rockefeller Capital Management
New York
|
$392K
|
+$377K
|
+2,412
|
New
|
|
|
155
|
Geneos Wealth Management
Englewood,
Colorado
|
$391K
|
–
|
–
|
–
|
|
|
156
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$391K
|
-$11.1K
|
-71
|
-3%
|
|
|
157
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$389K
|
+$939
|
+6
|
+0.3%
|
|
|
158
|
Aspect Partners
Fairfax,
Virginia
|
$381K
|
–
|
–
|
–
|
|
|
159
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$379K
|
–
|
–
|
–
|
|
|
160
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$377K
|
–
|
–
|
–
|
|
|
161
|
Penobscot Wealth Management
Portland,
Maine
|
$375K
|
–
|
–
|
–
|
|
|
162
|
KKM Financial
Chicago,
Illinois
|
$369K
|
+$782
|
+5
|
+0.2%
|
|
|
163
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$369K
|
+$313
|
+2
|
+0.1%
|
|
|
164
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$369K
|
–
|
–
|
–
|
|
|
165
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$367K
|
+$156
|
+1
|
+0%
|
|
|
166
|
SP Asset Management
Cupertino,
California
|
$365K
|
+$782
|
+5
|
+0.2%
|
|
|
167
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$360K
|
–
|
–
|
–
|
|
|
168
|
Yoder Wealth Management
Walnut Creek,
California
|
$356K
|
–
|
–
|
–
|
|
|
169
|
Essex LLC
Deer Park,
Illinois
|
$353K
|
–
|
–
|
–
|
|
|
170
|
Clarity Wealth Advisors
San Jose,
California
|
$344K
|
–
|
–
|
–
|
|
|
171
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$343K
|
–
|
–
|
–
|
|
|
172
|
Allworth Financial
Folsom,
California
|
$343K
|
+$246K
|
+1,572
|
+292%
|
|
|
173
|
Planned Solutions
Folsom,
California
|
$342K
|
–
|
–
|
–
|
|
|
174
|
Certuity
North Palm Beach,
Florida
|
$334K
|
–
|
–
|
–
|
|
|
175
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$334K
|
-$7.04K
|
-45
|
-2%
|
|
