|
151
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.36M
|
-$344K
|
-2,105
|
-21%
|
|
|
152
|
Stifel Financial
St. Louis,
Missouri
|
$1.35M
|
+$284K
|
+1,737
|
+28%
|
|
|
153
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.32M
|
+$1.25M
|
+7,678
|
New
|
|
|
154
|
Webster Bank
Waterbury,
Connecticut
|
$1.3M
|
–
|
–
|
–
|
|
|
155
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.29M
|
–
|
–
|
–
|
|
|
156
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.29M
|
-$213K
|
-1,307
|
-15%
|
|
|
157
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.26M
|
-$8.16K
|
-50
|
-0.7%
|
|
|
158
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$1.25M
|
+$16K
|
+98
|
+1%
|
|
|
159
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1.24M
|
-$333K
|
-2,039
|
-22%
|
|
|
160
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.24M
|
+$731K
|
+4,477
|
+165%
|
|
|
161
|
Klingman & Associates
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
162
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$1.17M
|
-$15.4K
|
-94
|
-1%
|
|
|
163
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.17M
|
+$453K
|
+2,776
|
+69%
|
|
|
164
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.15M
|
-$529K
|
-3,241
|
-33%
|
|
|
165
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.12M
|
-$43.4K
|
-266
|
-4%
|
|
|
166
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.12M
|
+$290K
|
+1,776
|
+38%
|
|
|
167
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.11M
|
+$817
|
+5
|
+0.1%
|
|
|
168
|
Resource Planning Group
Atlanta,
Georgia
|
$1.11M
|
–
|
–
|
–
|
|
|
169
|
Next Financial Group
Houston,
Texas
|
$1.1M
|
+$15.8K
|
+97
|
+2%
|
|
|
170
|
Evercore Wealth Management
New York
|
$1.08M
|
-$4.08K
|
-25
|
-0.4%
|
|
|
171
|
Mutual Advisors
Omaha,
Nebraska
|
$1.05M
|
-$109K
|
-669
|
-10%
|
|
|
172
|
Allen Investment Management
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
173
|
|
$1.03M
|
+$980K
|
+6,000
|
New
|
|
|
174
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$1.01M
|
+$957K
|
+5,862
|
New
|
|
|
175
|
Rockefeller Capital Management
New York
|
$997K
|
+$3.76K
|
+23
|
+0.4%
|
|
