|
126
|
Perigon Wealth Management
San Francisco,
California
|
$2.5M
|
+$274K
|
+5,727
|
+12%
|
|
|
127
|
GeoWealth Management
Chicago,
Illinois
|
$2.47M
|
+$284K
|
+5,936
|
+13%
|
|
|
128
|
CX Institutional
Auburn,
Indiana
|
$2.46M
|
+$4.07K
|
+85
|
+0.2%
|
|
|
129
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.42M
|
+$368K
|
+7,681
|
+18%
|
|
|
130
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.42M
|
-$192
|
-4
|
-0%
|
|
|
131
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.35M
|
+$1.24M
|
+25,938
|
+111%
|
|
|
132
|
Westfuller Advisors
New York
|
$2.32M
|
-$1.54M
|
-32,189
|
-40%
|
|
|
133
|
Brewster Financial Planning
Brooklyn,
New York
|
$2.31M
|
-$7.19K
|
-150
|
-0.3%
|
|
|
134
|
Planning Alternatives
Birmingham,
Michigan
|
$2.29M
|
+$70.9K
|
+1,480
|
+3%
|
|
|
135
|
Beta Wealth Group
San Diego,
California
|
$2.29M
|
+$200K
|
+4,173
|
+10%
|
|
|
136
|
Rockefeller Capital Management
New York
|
$2.2M
|
+$15.4K
|
+321
|
+0.7%
|
|
|
137
|
MGO One Seven
Beachwood,
Ohio
|
$2.17M
|
+$216K
|
+4,515
|
+11%
|
|
|
138
|
SoFi Wealth
San Francisco,
California
|
$2.15M
|
+$506K
|
+10,553
|
+30%
|
|
|
139
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.12M
|
+$104K
|
+2,180
|
+5%
|
|
|
140
|
Aspiriant LLC
Los Angeles,
California
|
$2.12M
|
-$64.6K
|
-1,348
|
-3%
|
|
|
141
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$2.11M
|
+$4.41K
|
+92
|
+0.2%
|
|
|
142
|
&Partners
Nashville,
Tennessee
|
$2.11M
|
+$410K
|
+8,552
|
+24%
|
|
|
143
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$2.09M
|
+$179K
|
+3,734
|
+9%
|
|
|
144
|
Center for Financial Planning
Southfied,
Michigan
|
$2.07M
|
-$87.9K
|
-1,835
|
-4%
|
|
|
145
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$2.04M
|
+$85.8K
|
+1,790
|
+4%
|
|
|
146
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$2.02M
|
+$416K
|
+8,679
|
+26%
|
|
|
147
|
Fort Point Capital Partners
San Francisco,
California
|
$2.01M
|
+$8.67K
|
+181
|
+0.4%
|
|
|
148
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.01M
|
+$28.5K
|
+594
|
+1%
|
|
|
149
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$1.98M
|
+$206K
|
+4,304
|
+12%
|
|
|
150
|
One Day In July LLC
Burlington,
Vermont
|
$1.97M
|
+$258K
|
+5,384
|
+15%
|
|
