|
126
|
|
$688K
|
-$830K
|
-33,422
|
-55%
|
|
|
127
|
Rockefeller Capital Management
New York
|
$683K
|
+$1.19K
|
+48
|
+0.2%
|
|
|
128
|
VERITY Wealth Advisors
Sausalito,
United States
|
$658K
|
+$15K
|
+606
|
+2%
|
|
|
129
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$650K
|
+$60.6K
|
+2,440
|
+10%
|
|
|
130
|
One Wealth Advisors
San Francisco,
California
|
$646K
|
-$1.84M
|
-74,226
|
-74%
|
|
|
131
|
US Bancorp
Minneapolis,
Minnesota
|
$644K
|
+$549K
|
+22,121
|
+608%
|
|
|
132
|
Novare Capital Management
Charlotte,
North Carolina
|
$635K
|
+$26.2K
|
+1,055
|
+4%
|
|
|
133
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$630K
|
+$10.3K
|
+414
|
+2%
|
|
|
134
|
Arrow Financial
Glens Falls,
New York
|
$613K
|
–
|
–
|
–
|
|
|
135
|
VestGen Advisors
Inverness,
Illinois
|
$609K
|
+$605K
|
+24,385
|
New
|
|
|
136
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$592K
|
+$12.6K
|
+509
|
+2%
|
|
|
137
|
One Day In July LLC
Burlington,
Vermont
|
$591K
|
-$50K
|
-2,016
|
-8%
|
|
|
138
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$582K
|
-$8.12K
|
-327
|
-1%
|
|
|
139
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$560K
|
+$68.8K
|
+2,772
|
+14%
|
|
|
140
|
Avantax Planning Partners
Dubuque,
Iowa
|
$552K
|
+$10.9K
|
+439
|
+2%
|
|
|
141
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$547K
|
–
|
–
|
–
|
|
|
142
|
Journey Strategic Wealth
Summit,
New Jersey
|
$546K
|
+$45.8K
|
+1,846
|
+9%
|
|
|
143
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$533K
|
-$6.21K
|
-250
|
-1%
|
|
|
144
|
Exchange Bank
Santa Rosa,
California
|
$521K
|
+$62.2K
|
+2,504
|
+14%
|
|
|
145
|
Parallel Advisors
San Francisco,
California
|
$520K
|
+$513K
|
+20,651
|
+11,667%
|
|
|
146
|
Gould Asset Management
Claremont,
California
|
$517K
|
+$79.4K
|
+3,200
|
+18%
|
|
|
147
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$513K
|
+$794
|
+32
|
+0.2%
|
|
|
148
|
Whittier Trust
South Pasadena,
California
|
$506K
|
+$85.6K
|
+3,450
|
+21%
|
|
|
149
|
Keener Financial Planning
Keller,
Texas
|
$501K
|
+$42.7K
|
+1,720
|
+9%
|
|
|
150
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$491K
|
+$32.6K
|
+1,315
|
+7%
|
|
