|
151
|
Perigon Wealth Management
San Francisco,
California
|
$2.34M
|
+$1.43K
|
+12
|
+0.1%
|
|
|
152
|
Clarity Asset Management
Ames,
Iowa
|
$2.31M
|
-$19.5M
|
-164,608
|
-89%
|
|
|
153
|
Mayport LLC
Newton,
Massachusetts
|
$2.28M
|
–
|
–
|
–
|
|
|
154
|
Truist Financial
Charlotte,
North Carolina
|
$2.27M
|
+$61K
|
+514
|
+3%
|
|
|
155
|
Northern Trust
Chicago,
Illinois
|
$2.25M
|
–
|
–
|
–
|
|
|
156
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.2M
|
–
|
–
|
–
|
|
|
157
|
Bell Investment Advisors
Oakland,
California
|
$2.19M
|
+$184K
|
+1,550
|
+9%
|
|
|
158
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.18M
|
-$70.4K
|
-593
|
-3%
|
|
|
159
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.18M
|
+$713
|
+6
|
+0%
|
|
|
160
|
Glenview Trust
Louisville,
Kentucky
|
$2.17M
|
+$100K
|
+845
|
+5%
|
|
|
161
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.15M
|
-$73.9K
|
-622
|
-3%
|
|
|
162
|
Webster Bank
Waterbury,
Connecticut
|
$2.12M
|
–
|
–
|
–
|
|
|
163
|
West Financial Advisors
Des Moines,
Iowa
|
$2.09M
|
-$6.89K
|
-58
|
-0.3%
|
|
|
164
|
Equitable Trust
Nashville,
Tennessee
|
$2.08M
|
–
|
–
|
–
|
|
|
165
|
|
$2.01M
|
+$1.38M
|
+11,640
|
+186%
|
|
|
166
|
WhitTier Trust Company
Reno,
Nevada
|
$2M
|
–
|
–
|
–
|
|
|
167
|
Tortoise Investment Management
White Plains,
New York
|
$1.97M
|
+$74.6K
|
+628
|
+4%
|
|
|
168
|
Arjuna Capital
Durham,
North Carolina
|
$1.96M
|
+$14.3K
|
+120
|
+0.7%
|
|
|
169
|
Addison Advisors
Middlebury,
Vermont
|
$1.96M
|
-$4.16K
|
-35
|
-0.2%
|
|
|
170
|
Parallel Advisors
San Francisco,
California
|
$1.95M
|
-$2.02M
|
-17,033
|
-50%
|
|
|
171
|
Sapient Capital
Indianapolis,
Indiana
|
$1.92M
|
-$885K
|
-7,455
|
-30%
|
|
|
172
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.92M
|
-$95.5K
|
-804
|
-4%
|
|
|
173
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$1.85M
|
+$17.1K
|
+144
|
+0.9%
|
|
|
174
|
Skyline Advisors
Bellingham,
Washington
|
$1.84M
|
-$10.9K
|
-92
|
-0.6%
|
|
|
175
|
WealthCollab
Bellevue,
Washington
|
$1.84M
|
+$15.1K
|
+127
|
+0.8%
|
|
