|
201
|
Arrien Investments
Boise,
Idaho
|
$1.25M
|
–
|
–
|
–
|
|
|
202
|
CVA Family Office
Denver,
Colorado
|
$1.25M
|
-$11.6K
|
-53
|
-0.9%
|
|
|
203
|
Independent Family Office
Albany,
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
204
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.22M
|
+$228K
|
+1,040
|
+23%
|
|
|
205
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.19M
|
+$604K
|
+2,754
|
+103%
|
|
|
206
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
207
|
Neuberger Berman Group
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
208
|
Global Retirement Partners
San Rafael,
California
|
$1.17M
|
+$1.18M
|
+5,364
|
New
|
|
|
209
|
|
$1.15M
|
-$21.5K
|
-98
|
-2%
|
|
|
210
|
ROI Financial Advisors
Beaverton,
Oregon
|
$1.15M
|
-$6.14K
|
-28
|
-0.5%
|
|
|
211
|
MAI Capital Management
Independence,
Ohio
|
$1.14M
|
+$72.3K
|
+330
|
+7%
|
|
|
212
|
CWA Asset Management Group
Naples,
Florida
|
$1.13M
|
–
|
–
|
–
|
|
|
213
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.13M
|
+$69K
|
+315
|
+7%
|
|
|
214
|
MontVue Capital Management
Lynchburg,
Virginia
|
$1.11M
|
-$1.53K
|
-7
|
-0.1%
|
|
|
215
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.1M
|
+$24.3K
|
+111
|
+2%
|
|
|
216
|
Parallel Advisors
San Francisco,
California
|
$1.1M
|
-$11K
|
-50
|
-1%
|
|
|
217
|
Allworth Financial
Folsom,
California
|
$1.1M
|
+$136K
|
+621
|
+14%
|
|
|
218
|
Northern Trust
Chicago,
Illinois
|
$1.08M
|
+$42.1K
|
+192
|
+4%
|
|
|
219
|
Farther Finance Advisors
San Francisco,
California
|
$1.07M
|
+$327K
|
+1,493
|
+44%
|
|
|
220
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$1.02M
|
+$14.2K
|
+65
|
+1%
|
|
|
221
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.02M
|
-$25.4K
|
-116
|
-2%
|
|
|
222
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.02M
|
+$86.1K
|
+393
|
+9%
|
|
|
223
|
Mission Wealth Management
Santa Barbara,
California
|
$1.01M
|
+$241K
|
+1,098
|
+31%
|
|
|
224
|
Comerica Bank
Dallas,
Texas
|
$1M
|
+$27.8K
|
+127
|
+3%
|
|
|
225
|
&Partners
Nashville,
Tennessee
|
$994K
|
+$298K
|
+1,359
|
+43%
|
|
