|
401
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$331K
|
+$30.8K
|
+681
|
+11%
|
|
|
402
|
Commerce Bank
Kansas City,
Missouri
|
$328K
|
+$20.4K
|
+450
|
+7%
|
|
|
403
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$327K
|
–
|
–
|
–
|
|
|
404
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$324K
|
-$42.1K
|
-930
|
-12%
|
|
|
405
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$319K
|
+$302K
|
+6,680
|
New
|
|
|
406
|
Capital CS Group
Irvine,
California
|
$319K
|
–
|
–
|
–
|
|
|
407
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$317K
|
+$1.22K
|
+27
|
+0.4%
|
|
|
408
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$314K
|
-$51.7K
|
-1,142
|
-15%
|
|
|
409
|
Argent Trust Co
Nashville,
Tennessee
|
$313K
|
–
|
–
|
–
|
|
|
410
|
Dearborn Partners
Chicago,
Illinois
|
$312K
|
-$44.8K
|
-990
|
-13%
|
|
|
411
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$309K
|
-$28.6K
|
-632
|
-9%
|
|
|
412
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$309K
|
-$453
|
-10
|
-0.2%
|
|
|
413
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$306K
|
+$291K
|
+6,418
|
New
|
|
|
414
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$306K
|
+$16.3K
|
+360
|
+6%
|
|
|
415
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$304K
|
–
|
–
|
–
|
|
|
416
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$303K
|
–
|
–
|
–
|
|
|
417
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$298K
|
–
|
–
|
–
|
|
|
418
|
Fulcrum Capital
Seattle,
Washington
|
$298K
|
+$283K
|
+6,250
|
New
|
|
|
419
|
Coldstream Capital Management
Bellevue,
Washington
|
$297K
|
+$282K
|
+6,232
|
New
|
|
|
420
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$297K
|
–
|
–
|
–
|
|
|
421
|
Planning Directions
Glen Mills,
Pennsylvania
|
$290K
|
-$7.06K
|
-156
|
-3%
|
|
|
422
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$286K
|
+$10.8K
|
+238
|
+4%
|
|
|
423
|
Charter Research & Investment Group
Southport,
Connecticut
|
$283K
|
–
|
–
|
–
|
|
|
424
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$282K
|
-$30.2K
|
-668
|
-10%
|
|
|
425
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$282K
|
-$5.16K
|
-114
|
-2%
|
|
