|
151
|
Perigon Wealth Management
San Francisco,
California
|
$2.51M
|
+$46.2K
|
+406
|
+2%
|
|
|
152
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$2.5M
|
-$25.2K
|
-221
|
-1%
|
|
|
153
|
Addison Advisors
Middlebury,
Vermont
|
$2.42M
|
+$328K
|
+2,880
|
+16%
|
|
|
154
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$2.41M
|
-$45.3K
|
-398
|
-2%
|
|
|
155
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.38M
|
+$2.29M
|
+20,112
|
New
|
|
|
156
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.36M
|
-$47.1K
|
-414
|
-2%
|
|
|
157
|
Truist Financial
Charlotte,
North Carolina
|
$2.36M
|
-$33.9K
|
-298
|
-1%
|
|
|
158
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.35M
|
-$117K
|
-1,032
|
-5%
|
|
|
159
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.28M
|
-$403K
|
-3,540
|
-16%
|
|
|
160
|
West Financial Advisors
Des Moines,
Iowa
|
$2.25M
|
-$114K
|
-999
|
-5%
|
|
|
161
|
Wealthspire Advisors (New York)
New York
|
$2.25M
|
+$911
|
+8
|
+0%
|
|
|
162
|
Webster Bank
Waterbury,
Connecticut
|
$2.24M
|
–
|
–
|
–
|
|
|
163
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$2.23M
|
+$1.4M
|
+12,335
|
+191%
|
|
|
164
|
Neuberger Berman Group
New York
|
$2.21M
|
+$405K
|
+3,557
|
+24%
|
|
|
165
|
Equitable Trust
Nashville,
Tennessee
|
$2.19M
|
–
|
–
|
–
|
|
|
166
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.19M
|
+$4.44K
|
+39
|
+0.2%
|
|
|
167
|
Northland Capital Management
Virginia,
Minnesota
|
$2.19M
|
+$2.62K
|
+23
|
+0.1%
|
|
|
168
|
Glenview Trust
Louisville,
Kentucky
|
$2.18M
|
–
|
–
|
–
|
|
|
169
|
Bell Investment Advisors
Oakland,
California
|
$2.14M
|
-$98.9K
|
-869
|
-5%
|
|
|
170
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.12M
|
-$2.62K
|
-23
|
-0.1%
|
|
|
171
|
WealthCollab
Bellevue,
Washington
|
$2.1M
|
–
|
–
|
–
|
|
|
172
|
WhitTier Trust Company
Reno,
Nevada
|
$2.09M
|
+$395K
|
+3,470
|
+25%
|
|
|
173
|
Farnam Financial
Phoenix,
Arizona
|
$2.02M
|
-$32.6K
|
-286
|
-2%
|
|
|
174
|
Skyline Advisors
Bellingham,
Washington
|
$1.97M
|
-$141K
|
-1,237
|
-7%
|
|
|
175
|
Arjuna Capital
Durham,
North Carolina
|
$1.95M
|
+$93.2K
|
+819
|
+5%
|
|
