|
126
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.63M
|
+$18.5K
|
+531
|
+1%
|
|
|
127
|
Blue Edge Capital
Richmond,
Virginia
|
$1.59M
|
+$159K
|
+4,553
|
+11%
|
|
|
128
|
WCM Investment Management
Laguna Beach,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
129
|
Perigon Wealth Management
San Francisco,
California
|
$1.57M
|
-$673K
|
-19,314
|
-30%
|
|
|
130
|
Omega Financial Group
Santa Barbara,
California
|
$1.51M
|
+$136K
|
+3,915
|
+10%
|
|
|
131
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$1.5M
|
-$33K
|
-948
|
-2%
|
|
|
132
|
Nottingham Advisors
Amherst,
New York
|
$1.46M
|
-$567K
|
-16,281
|
-28%
|
|
|
133
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.44M
|
-$98.4K
|
-2,826
|
-6%
|
|
|
134
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.37M
|
+$23.4K
|
+671
|
+2%
|
|
|
135
|
Greykasell Wealth Strategies
Danville,
California
|
$1.33M
|
+$20.1K
|
+576
|
+2%
|
|
|
136
|
EP Wealth Advisors
Torrance,
California
|
$1.33M
|
-$280K
|
-8,038
|
-17%
|
|
|
137
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.32M
|
-$162K
|
-4,643
|
-11%
|
|
|
138
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.31M
|
+$1.2M
|
+34,585
|
+1,153%
|
|
|
139
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.3M
|
-$15.4K
|
-443
|
-1%
|
|
|
140
|
|
$1.3M
|
+$159K
|
+4,569
|
+14%
|
|
|
141
|
Neumann Capital Management
Foster City,
California
|
$1.3M
|
-$41.8K
|
-1,200
|
-3%
|
|
|
142
|
WealthShield Partners
Cary,
North Carolina
|
$1.27M
|
-$24.4K
|
-702
|
-2%
|
|
|
143
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.27M
|
+$463K
|
+13,302
|
+58%
|
|
|
144
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.26M
|
+$24.6K
|
+705
|
+2%
|
|
|
145
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.26M
|
+$24.6K
|
+705
|
+2%
|
|
|
146
|
XY Planning Network
Bozeman,
Montana
|
$1.26M
|
-$45.9K
|
-1,319
|
-4%
|
|
|
147
|
3EDGE Asset Management
Naples,
Florida
|
$1.25M
|
-$252K
|
-7,237
|
-17%
|
|
|
148
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.23M
|
+$18.4K
|
+527
|
+2%
|
|
|
149
|
Wealth Architects
Mountain View,
California
|
$1.22M
|
+$12.5K
|
+360
|
+1%
|
|
|
150
|
Institute for Wealth Management
Denver,
Colorado
|
$1.21M
|
-$14.2K
|
-407
|
-1%
|
|
