|
176
|
Whittier Trust
South Pasadena,
California
|
$4.23M
|
-$72.3K
|
-1,971
|
-2%
|
|
|
177
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.17M
|
+$110K
|
+3,007
|
+3%
|
|
|
178
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$4.16M
|
+$1.09M
|
+29,659
|
+34%
|
|
|
179
|
Steward Partners Investment Advisory
New York
|
$4.16M
|
+$289K
|
+7,870
|
+7%
|
|
|
180
|
RF&L Wealth Management
Acton,
Massachusetts
|
$4.16M
|
+$201K
|
+5,480
|
+5%
|
|
|
181
|
Del-Sette Capital Management
Schenectady,
New York
|
$4.07M
|
-$459K
|
-12,504
|
-10%
|
|
|
182
|
M Financial Asset Management
Portland,
Oregon
|
$4.07M
|
-$481K
|
-13,130
|
-10%
|
|
|
183
|
LAM Group
Lake Oswego,
Oregon
|
$3.99M
|
+$539K
|
+14,685
|
+15%
|
|
|
184
|
|
$3.98M
|
+$207K
|
+5,650
|
+5%
|
|
|
185
|
Perigon Wealth Management
San Francisco,
California
|
$3.96M
|
+$659K
|
+17,969
|
+20%
|
|
|
186
|
EQ Wealth Advisors
Dallas,
Texas
|
$3.94M
|
+$4.07M
|
+111,032
|
New
|
|
|
187
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$3.92M
|
+$4.05M
|
+110,430
|
New
|
|
|
188
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$3.81M
|
+$3.89K
|
+106
|
+0.1%
|
|
|
189
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$3.78M
|
-$73.1K
|
-1,993
|
-2%
|
|
|
190
|
Wealthspire Advisors (New York)
New York
|
$3.73M
|
+$818K
|
+22,318
|
+27%
|
|
|
191
|
Carlson Capital Management
Northfield,
Minnesota
|
$3.72M
|
+$457K
|
+12,468
|
+13%
|
|
|
192
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.69M
|
-$85.8K
|
-2,339
|
-2%
|
|
|
193
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.68M
|
-$59.8K
|
-1,630
|
-2%
|
|
|
194
|
Blue Oak Capital
Menlo Park,
California
|
$3.65M
|
+$3.78M
|
+102,945
|
New
|
|
|
195
|
Spire Wealth Management
Mclean,
Virginia
|
$3.63M
|
+$105K
|
+2,875
|
+3%
|
|
|
196
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$3.58M
|
+$14.9K
|
+407
|
+0.4%
|
|
|
197
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.57M
|
+$344K
|
+9,393
|
+10%
|
|
|
198
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$3.56M
|
+$888K
|
+24,221
|
+32%
|
|
|
199
|
Sterling Wealth Management
Champaign,
Illinois
|
$3.55M
|
+$281K
|
+7,674
|
+8%
|
|
|
200
|
Armbruster Capital Management
Pittsford,
New York
|
$3.55M
|
+$109K
|
+2,973
|
+3%
|
|
