|
176
|
BetterWealth
San Jose,
California
|
$12.8M
|
-$119K
|
-1,566
|
-0.9%
|
|
|
177
|
Perigon Wealth Management
San Francisco,
California
|
$12.7M
|
+$7.72M
|
+101,237
|
+150%
|
|
|
178
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$12.5M
|
–
|
–
|
–
|
|
|
179
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$12.4M
|
+$281K
|
+3,683
|
+2%
|
|
|
180
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$12.3M
|
+$444K
|
+5,820
|
+4%
|
|
|
181
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$12.1M
|
+$513K
|
+6,737
|
+4%
|
|
|
182
|
Commerce Bank
Kansas City,
Missouri
|
$12M
|
-$294K
|
-3,854
|
-2%
|
|
|
183
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$11.9M
|
+$660K
|
+8,666
|
+6%
|
|
|
184
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$11.9M
|
+$412K
|
+5,411
|
+4%
|
|
|
185
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11.8M
|
-$1.33M
|
-17,494
|
-10%
|
|
|
186
|
Brewster Financial Planning
Brooklyn,
New York
|
$11.8M
|
-$279K
|
-3,656
|
-2%
|
|
|
187
|
Level Financial Advisors
East Amherst,
New York
|
$11.7M
|
+$7.09K
|
+93
|
+0.1%
|
|
|
188
|
Evolution Advisers
Richmond,
Virginia
|
$11.5M
|
-$55.3K
|
-726
|
-0.5%
|
|
|
189
|
Focus Financial Network
Minneapolis,
Minnesota
|
$11.3M
|
+$717K
|
+9,404
|
+7%
|
|
|
190
|
Comerica Securities
Detroit,
Michigan
|
$11.2M
|
-$410K
|
-5,378
|
-3%
|
|
|
191
|
Victory Capital Management
San Antonio,
Texas
|
$11.2M
|
-$39.6M
|
-519,416
|
-78%
|
|
|
192
|
One Day In July LLC
Burlington,
Vermont
|
$10.9M
|
-$345K
|
-4,523
|
-3%
|
|
|
193
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$10.9M
|
+$2.79M
|
+36,626
|
+34%
|
|
|
194
|
Leavell Investment Management
Mobile,
Alabama
|
$10.7M
|
-$423K
|
-5,550
|
-4%
|
|
|
195
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$10.6M
|
-$191K
|
-2,507
|
-2%
|
|
|
196
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.6M
|
+$2.27M
|
+29,766
|
+27%
|
|
|
197
|
SigFig Wealth Management
San Francisco,
California
|
$10.6M
|
+$223K
|
+2,924
|
+2%
|
|
|
198
|
OLIO Financial Planning
Mclean,
Virginia
|
$10.5M
|
+$1.08M
|
+14,168
|
+11%
|
|
|
199
|
First Merchants Corp
Muncie,
Indiana
|
$10.4M
|
+$271K
|
+3,556
|
+3%
|
|
|
200
|
HeadInvest LLC
Portland,
Maine
|
$10.4M
|
-$639K
|
-8,387
|
-6%
|
|
