|
151
|
Arjuna Capital
Durham,
North Carolina
|
$2.13M
|
-$1.37M
|
-13,056
|
-39%
|
|
|
152
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.13M
|
-$400K
|
-3,811
|
-16%
|
|
|
153
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.12M
|
+$28.9K
|
+275
|
+1%
|
|
|
154
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.12M
|
-$122K
|
-1,160
|
-5%
|
|
|
155
|
Truist Financial
Charlotte,
North Carolina
|
$2.11M
|
-$49.8K
|
-475
|
-2%
|
|
|
156
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$2.07M
|
+$114K
|
+1,083
|
+6%
|
|
|
157
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.07M
|
+$476K
|
+4,541
|
+30%
|
|
|
158
|
West Financial Advisors
Des Moines,
Iowa
|
$2.02M
|
-$222K
|
-2,118
|
-10%
|
|
|
159
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$2.01M
|
+$2.01M
|
+19,174
|
New
|
|
|
160
|
Harbour Investments
Madison,
Wisconsin
|
$1.93M
|
+$58.8K
|
+560
|
+3%
|
|
|
161
|
Perigon Wealth Management
San Francisco,
California
|
$1.92M
|
+$9.13K
|
+87
|
+0.5%
|
|
|
162
|
WealthCollab
Bellevue,
Washington
|
$1.81M
|
+$19.7K
|
+188
|
+1%
|
|
|
163
|
Mission Wealth Management
Santa Barbara,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
164
|
Glenview Trust
Louisville,
Kentucky
|
$1.79M
|
–
|
–
|
–
|
|
|
165
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$1.79M
|
+$5.56K
|
+53
|
+0.3%
|
|
|
166
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$1.73M
|
+$34.1K
|
+325
|
+2%
|
|
|
167
|
Valmark Advisers
Akron,
Ohio
|
$1.7M
|
+$72.1K
|
+687
|
+4%
|
|
|
168
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.69M
|
+$1.89K
|
+18
|
+0.1%
|
|
|
169
|
Everett Harris & Co
Los Angeles,
California
|
$1.68M
|
–
|
–
|
–
|
|
|
170
|
Northland Capital Management
Virginia,
Minnesota
|
$1.67M
|
-$170K
|
-1,622
|
-9%
|
|
|
171
|
Lido Advisors
Los Angeles,
California
|
$1.65M
|
+$1.65M
|
+15,722
|
New
|
|
|
172
|
UMB Bank
Kansas City,
Missouri
|
$1.63M
|
-$380K
|
-3,621
|
-19%
|
|
|
173
|
Stifel Financial
St. Louis,
Missouri
|
$1.63M
|
+$2.62K
|
+25
|
+0.2%
|
|
|
174
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.6M
|
-$38.4K
|
-366
|
-2%
|
|
|
175
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.6M
|
-$102K
|
-970
|
-6%
|
|
