|
126
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.75M
|
+$375K
|
+4,143
|
+11%
|
|
|
127
|
Veridan Wealth
West Linn,
Oregon
|
$3.69M
|
+$3.59M
|
+39,643
|
New
|
|
|
128
|
Keel Point
Huntsville,
Alabama
|
$3.57M
|
–
|
–
|
–
|
|
|
129
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$3.56M
|
-$149K
|
-1,645
|
-4%
|
|
|
130
|
Crux Wealth Advisors
Long Beach,
California
|
$3.52M
|
+$506K
|
+5,597
|
+17%
|
|
|
131
|
One Capital Management
Westlake Village,
California
|
$3.47M
|
+$451K
|
+4,984
|
+15%
|
|
|
132
|
Kestra Advisory Services
Austin,
Texas
|
$3.46M
|
-$60.5K
|
-669
|
-2%
|
|
|
133
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.44M
|
–
|
–
|
–
|
|
|
134
|
SageView Advisory Group
Newport Beach,
California
|
$3.4M
|
-$543
|
-6
|
-0%
|
|
|
135
|
Dunhill Financial
London,
United Kingdom
|
$3.38M
|
-$369K
|
-4,079
|
-10%
|
|
|
136
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.35M
|
-$12.8K
|
-141
|
-0.4%
|
|
|
137
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$3.3M
|
+$5.97K
|
+66
|
+0.2%
|
|
|
138
|
Brio Consultants
San Francisco,
California
|
$3.29M
|
+$135K
|
+1,487
|
+4%
|
|
|
139
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$3.28M
|
+$141K
|
+1,563
|
+5%
|
|
|
140
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$3.25M
|
–
|
–
|
–
|
|
|
141
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$3.25M
|
-$2.71K
|
-30
|
-0.1%
|
|
|
142
|
Decker Retirement Planning
Levi,
Utah
|
$3.17M
|
-$195K
|
-2,155
|
-6%
|
|
|
143
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$3.15M
|
+$25.8K
|
+285
|
+0.8%
|
|
|
144
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$3.13M
|
-$15.8K
|
-175
|
-0.5%
|
|
|
145
|
Midwest Trust
Overland Park,
Kansas
|
$3.12M
|
+$25.7K
|
+284
|
+0.9%
|
|
|
146
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.08M
|
+$1.03M
|
+11,417
|
+52%
|
|
|
147
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$3.08M
|
-$7.78K
|
-86
|
-0.3%
|
|
|
148
|
Gould Asset Management
Claremont,
California
|
$3.06M
|
+$107K
|
+1,188
|
+4%
|
|
|
149
|
Sincerus Advisory
New York
|
$3.04M
|
+$22.5K
|
+249
|
+0.8%
|
|
|
150
|
Vision Capital Management
Portland,
Oregon
|
$3.04M
|
-$118K
|
-1,301
|
-4%
|
|
