|
126
|
Perigon Wealth Management
San Francisco,
California
|
$1.75M
|
-$19.1K
|
-610
|
-1%
|
|
|
127
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$1.74M
|
+$3.92K
|
+125
|
+0.2%
|
|
|
128
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.73M
|
+$919K
|
+29,285
|
+115%
|
|
|
129
|
Asset Dedication LLC
San Francisco,
California
|
$1.67M
|
+$3.42K
|
+109
|
+0.2%
|
|
|
130
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.66M
|
-$14.2K
|
-454
|
-0.9%
|
|
|
131
|
DOHJ LLC
Seattle,
Washington
|
$1.62M
|
+$84.6K
|
+2,696
|
+6%
|
|
|
132
|
Idaho Trust Bank
Boise,
Idaho
|
$1.56M
|
+$1.55M
|
+49,446
|
New
|
|
|
133
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.56M
|
+$71K
|
+2,262
|
+5%
|
|
|
134
|
Howland Capital Management
Boston,
Massachusetts
|
$1.53M
|
+$98.5K
|
+3,139
|
+7%
|
|
|
135
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.52M
|
-$15K
|
-478
|
-1%
|
|
|
136
|
SageView Advisory Group
Newport Beach,
California
|
$1.51M
|
-$67.5K
|
-2,151
|
-4%
|
|
|
137
|
Harbour Investments
Madison,
Wisconsin
|
$1.44M
|
+$359K
|
+11,460
|
+34%
|
|
|
138
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.44M
|
-$1.42M
|
-45,153
|
-50%
|
|
|
139
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.43M
|
-$376K
|
-11,977
|
-21%
|
|
|
140
|
Equitable Holdings
New York
|
$1.36M
|
-$13.9K
|
-443
|
-1%
|
|
|
141
|
Omega Financial Group
Santa Barbara,
California
|
$1.36M
|
+$57.2K
|
+1,825
|
+4%
|
|
|
142
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.32M
|
+$61.3K
|
+1,955
|
+5%
|
|
|
143
|
AssetMark Inc
Concord,
California
|
$1.31M
|
+$129K
|
+4,111
|
+11%
|
|
|
144
|
Bank of New York Mellon
New York
|
$1.28M
|
+$111K
|
+3,523
|
+10%
|
|
|
145
|
Cetera Advisors
Denver,
Colorado
|
$1.27M
|
-$164K
|
-5,219
|
-12%
|
|
|
146
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.26M
|
-$114K
|
-3,650
|
-8%
|
|
|
147
|
Rockefeller Capital Management
New York
|
$1.22M
|
+$123K
|
+3,930
|
+11%
|
|
|
148
|
Objective Capital Management
Pepper Pike,
Ohio
|
$1.21M
|
-$101K
|
-3,206
|
-8%
|
|
|
149
|
Colony Group
Boston,
Massachusetts
|
$1.21M
|
-$35.1K
|
-1,120
|
-3%
|
|
|
150
|
KeyBank National Association
Cleveland,
Ohio
|
$1.2M
|
-$132K
|
-4,223
|
-10%
|
|
