|
51
|
Coldstream Capital Management
Bellevue,
Washington
|
$494K
|
–
|
–
|
–
|
|
|
52
|
Neumann Capital Management
Foster City,
California
|
$480K
|
+$28K
|
+600
|
+6%
|
|
|
53
|
&Partners
Nashville,
Tennessee
|
$451K
|
+$35.8K
|
+767
|
+8%
|
|
|
54
|
Waterloo Capital
Austin,
Texas
|
$441K
|
+$480K
|
+10,279
|
New
|
|
|
55
|
HighTower Advisors
Chicago,
Illinois
|
$406K
|
-$41.3K
|
-884
|
-9%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$405K
|
-$1.03K
|
-22
|
-0.2%
|
|
|
57
|
Continuum Advisory
Eagle,
Idaho
|
$403K
|
+$2.57K
|
+55
|
+0.6%
|
|
|
58
|
IHT Wealth Management
Chicago,
Illinois
|
$384K
|
-$16.1K
|
-345
|
-4%
|
|
|
59
|
Atria Wealth Solutions
New York
|
$384K
|
+$207K
|
+4,426
|
+98%
|
|
|
60
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$370K
|
-$1.12K
|
-24
|
-0.3%
|
|
|
61
|
Institute for Wealth Management
Denver,
Colorado
|
$367K
|
+$192K
|
+4,105
|
+92%
|
|
|
62
|
Central Trust Company
Jefferson City,
Missouri
|
$366K
|
+$25.7K
|
+551
|
+7%
|
|
|
63
|
Simmons Bank
Pine Bluff,
Arkansas
|
$366K
|
–
|
–
|
–
|
|
|
64
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$366K
|
–
|
–
|
–
|
|
|
65
|
Larson Financial Group
St Louis,
Missouri
|
$340K
|
-$28.9K
|
-618
|
-7%
|
|
|
66
|
RVW Wealth
Los Angeles,
California
|
$323K
|
-$17.1K
|
-367
|
-5%
|
|
|
67
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$321K
|
+$55.9K
|
+1,198
|
+19%
|
|
|
68
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$315K
|
+$5.14K
|
+110
|
+2%
|
|
|
69
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$310K
|
-$72.4K
|
-1,551
|
-21%
|
|
|
70
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$305K
|
-$3.36K
|
-72
|
-1%
|
|
|
71
|
Focus Partners Wealth
Boston,
Massachusetts
|
$281K
|
+$23.8K
|
+509
|
+8%
|
|
|
72
|
Trust Company
Manhattan,
Kansas
|
$275K
|
+$23.2K
|
+496
|
+8%
|
|
|
73
|
Golden State Wealth Management
Santa Ana,
California
|
$274K
|
+$2.57K
|
+55
|
+0.9%
|
|
|
74
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$271K
|
-$84.8K
|
-1,816
|
-22%
|
|
|
75
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$271K
|
+$295K
|
+6,318
|
New
|
|
