|
151
|
Perigon Wealth Management
San Francisco,
California
|
$1.84M
|
+$1.77M
|
+18,060
|
New
|
|
|
152
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$1.83M
|
+$885K
|
+9,031
|
+100%
|
|
|
153
|
Harbour Investments
Madison,
Wisconsin
|
$1.82M
|
+$399K
|
+4,075
|
+30%
|
|
|
154
|
Addison Advisors
Middlebury,
Vermont
|
$1.82M
|
+$49.2K
|
+502
|
+3%
|
|
|
155
|
Northland Capital Management
Virginia,
Minnesota
|
$1.78M
|
+$172K
|
+1,752
|
+11%
|
|
|
156
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.76M
|
-$124K
|
-1,262
|
-7%
|
|
|
157
|
Mission Wealth Management
Santa Barbara,
California
|
$1.75M
|
+$38.9K
|
+397
|
+2%
|
|
|
158
|
Glenview Trust
Louisville,
Kentucky
|
$1.74M
|
-$29.9K
|
-305
|
-2%
|
|
|
159
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$1.73M
|
-$41.4K
|
-422
|
-2%
|
|
|
160
|
WealthCollab
Bellevue,
Washington
|
$1.73M
|
+$63.6K
|
+649
|
+4%
|
|
|
161
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.65M
|
-$32.7K
|
-334
|
-2%
|
|
|
162
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$1.64M
|
–
|
–
|
–
|
|
|
163
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.64M
|
+$1.58M
|
+16,087
|
New
|
|
|
164
|
Everett Harris & Co
Los Angeles,
California
|
$1.63M
|
–
|
–
|
–
|
|
|
165
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.61M
|
-$4.21K
|
-43
|
-0.3%
|
|
|
166
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.59M
|
+$586K
|
+5,982
|
+62%
|
|
|
167
|
Valmark Advisers
Akron,
Ohio
|
$1.58M
|
–
|
–
|
–
|
|
|
168
|
Stifel Financial
St. Louis,
Missouri
|
$1.57M
|
+$101K
|
+1,030
|
+7%
|
|
|
169
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.55M
|
+$3.14K
|
+32
|
+0.2%
|
|
|
170
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.5M
|
+$551K
|
+5,618
|
+62%
|
|
|
171
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.46M
|
-$91.4K
|
-933
|
-6%
|
|
|
172
|
RFG Advisory
Birmingham,
Alabama
|
$1.45M
|
-$208K
|
-2,123
|
-13%
|
|
|
173
|
EP Wealth Advisors
Torrance,
California
|
$1.43M
|
+$169K
|
+1,720
|
+14%
|
|
|
174
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.43M
|
–
|
–
|
–
|
|
|
175
|
Cambridge Associates
Boston,
Massachusetts
|
$1.43M
|
-$40.7K
|
-415
|
-3%
|
|
