|
126
|
UMB Bank
Kansas City,
Missouri
|
$5.19M
|
+$1.06M
|
+8,511
|
+29%
|
|
|
127
|
Journey Strategic Wealth
Summit,
New Jersey
|
$5.12M
|
-$14.5M
|
-116,449
|
-75%
|
|
|
128
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$5.06M
|
-$285K
|
-2,279
|
-6%
|
|
|
129
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.9M
|
+$336K
|
+2,695
|
+8%
|
|
|
130
|
Perigon Wealth Management
San Francisco,
California
|
$4.9M
|
-$404K
|
-3,234
|
-8%
|
|
|
131
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$4.83M
|
-$211K
|
-1,687
|
-5%
|
|
|
132
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$4.8M
|
-$172K
|
-1,378
|
-4%
|
|
|
133
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$4.79M
|
+$4.42M
|
+35,412
|
New
|
|
|
134
|
KPP Advisory Services
Louisville,
Kentucky
|
$4.77M
|
-$139K
|
-1,117
|
-3%
|
|
|
135
|
Stifel Financial
St. Louis,
Missouri
|
$4.75M
|
+$346K
|
+2,770
|
+9%
|
|
|
136
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$4.6M
|
+$1.01M
|
+8,083
|
+31%
|
|
|
137
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.41M
|
-$488K
|
-3,911
|
-11%
|
|
|
138
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.37M
|
-$23.7K
|
-190
|
-0.6%
|
|
|
139
|
Keystone Wealth Services
Palm Desert,
California
|
$4.37M
|
-$132K
|
-1,059
|
-3%
|
|
|
140
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$4.29M
|
–
|
–
|
–
|
|
|
141
|
Planning Alternatives
Birmingham,
Michigan
|
$4.26M
|
+$22.1K
|
+177
|
+0.6%
|
|
|
142
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.25M
|
–
|
–
|
–
|
|
|
143
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.22M
|
+$317K
|
+2,541
|
+9%
|
|
|
144
|
Integrated Advisors Network
Dallas,
Texas
|
$4.12M
|
-$250K
|
-2,000
|
-6%
|
|
|
145
|
&Partners
Nashville,
Tennessee
|
$4.1M
|
-$173K
|
-1,387
|
-4%
|
|
|
146
|
Rockefeller Capital Management
New York
|
$4.1M
|
-$12.6K
|
-101
|
-0.3%
|
|
|
147
|
WT Wealth Management
Scottsdale,
Arizona
|
$4.06M
|
+$344K
|
+2,752
|
+10%
|
|
|
148
|
HB Wealth Management
Atlanta,
Georgia
|
$4.04M
|
-$22.1K
|
-177
|
-0.6%
|
|
|
149
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$3.82M
|
+$82.3K
|
+659
|
+2%
|
|
|
150
|
IEQ Capital
Foster City,
California
|
$3.81M
|
-$1.77M
|
-14,142
|
-33%
|
|
