|
126
|
Northwest Wealth Management
Spencer,
Iowa
|
$8.51M
|
-$105K
|
-1,072
|
-1%
|
|
|
127
|
Perigon Wealth Management
San Francisco,
California
|
$8.15M
|
-$57.6K
|
-587
|
-0.7%
|
|
|
128
|
Lantern Wealth Advisors
Melville,
New York
|
$8.15M
|
-$1.07M
|
-10,881
|
-11%
|
|
|
129
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$8.03M
|
-$2.61M
|
-26,597
|
-24%
|
|
|
130
|
Family Office Research
Bethesda,
Maryland
|
$7.92M
|
+$8.03M
|
+81,749
|
New
|
|
|
131
|
Brio Consultants
San Francisco,
California
|
$7.83M
|
+$179K
|
+1,824
|
+2%
|
|
|
132
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$7.73M
|
+$1.57M
|
+15,991
|
+25%
|
|
|
133
|
Callan Capital
La Jolla,
California
|
$7.35M
|
-$3.14K
|
-32
|
-0%
|
|
|
134
|
Bayshore Asset Management
Coral Gables,
Florida
|
$7.31M
|
+$176K
|
+1,788
|
+2%
|
|
|
135
|
Auxano Advisors
Bellevue,
Washington
|
$7.14M
|
-$540K
|
-5,504
|
-7%
|
|
|
136
|
Parkshore Wealth Management
Granite Bay,
California
|
$7.08M
|
+$7.17M
|
+73,016
|
New
|
|
|
137
|
Axxcess Wealth Management
Carlsbad,
California
|
$6.98M
|
+$557K
|
+5,669
|
+9%
|
|
|
138
|
Ameriprise
Minneapolis,
Minnesota
|
$6.82M
|
-$74.7K
|
-761
|
-1%
|
|
|
139
|
Vannoy Advisory Group
Austin,
Texas
|
$6.8M
|
–
|
–
|
–
|
|
|
140
|
Ariadne Wealth Management
Santa Barbara,
California
|
$6.71M
|
-$168K
|
-1,711
|
-2%
|
|
|
141
|
Endeavor Private Wealth
Topeka,
Kansas
|
$6.69M
|
+$6.77M
|
+68,981
|
New
|
|
|
142
|
Meredith Wealth Planning
Maryville,
Illinois
|
$6.52M
|
-$13.7K
|
-140
|
-0.2%
|
|
|
143
|
SFG Wealth Management
Towson,
Maryland
|
$6.5M
|
-$402K
|
-4,091
|
-6%
|
|
|
144
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$6.44M
|
+$6.52M
|
+66,439
|
New
|
|
|
145
|
Versant Capital Management
Phoenix,
Arizona
|
$6.31M
|
+$32.5K
|
+331
|
+0.5%
|
|
|
146
|
Holcombe Financial
Atlanta,
Georgia
|
$6.28M
|
+$6.36M
|
+64,797
|
New
|
|
|
147
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$5.95M
|
+$6.03M
|
+61,386
|
New
|
|
|
148
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.87M
|
+$701K
|
+7,138
|
+13%
|
|
|
149
|
Armis Advisers
Atlanta,
Georgia
|
$5.86M
|
+$5.94M
|
+60,458
|
New
|
|
|
150
|
Summit X LLC
Chesterfield,
Missouri
|
$5.69M
|
+$1.2M
|
+12,246
|
+26%
|
|
