|
126
|
Parcion Private Wealth
Bellevue,
Washington
|
$239K
|
+$215K
|
+6,999
|
New
|
|
|
127
|
Perigon Wealth Management
San Francisco,
California
|
$231K
|
+$208K
|
+6,774
|
New
|
|
|
128
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$228K
|
+$206K
|
+6,689
|
New
|
|
|
129
|
Spinnaker Trust
Portland,
Maine
|
$227K
|
+$205K
|
+6,664
|
New
|
|
|
130
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$225K
|
+$203K
|
+6,596
|
New
|
|
|
131
|
Apella Capital
West Hartford,
Connecticut
|
$225K
|
+$203K
|
+6,606
|
New
|
|
|
132
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$222K
|
–
|
–
|
–
|
|
|
133
|
Evergreen Capital Management
Bellevue,
Washington
|
$220K
|
+$198K
|
+6,447
|
New
|
|
|
134
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$216K
|
+$18K
|
+587
|
+10%
|
|
|
135
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$205K
|
-$80.7K
|
-2,623
|
-30%
|
|
|
136
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$204K
|
+$184K
|
+5,977
|
New
|
|
|
137
|
Kestra Advisory Services
Austin,
Texas
|
$200K
|
+$180K
|
+5,857
|
New
|
|
|
138
|
AssetMark Inc
Concord,
California
|
$197K
|
-$2.61K
|
-85
|
-1%
|
|
|
139
|
Asset Dedication LLC
San Francisco,
California
|
$188K
|
+$60.1K
|
+1,953
|
+55%
|
|
|
140
|
Parallel Advisors
San Francisco,
California
|
$149K
|
-$359K
|
-11,691
|
-73%
|
|
|
141
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$126K
|
+$7.66K
|
+249
|
+7%
|
|
|
142
|
Addison Advisors
Middlebury,
Vermont
|
$120K
|
+$108K
|
+3,515
|
New
|
|
|
143
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$115K
|
+$400
|
+13
|
+0.4%
|
|
|
144
|
Tower Research Capital (TRC)
New York
|
$111K
|
-$33K
|
-1,072
|
-25%
|
|
|
145
|
Steward Partners Investment Advisory
New York
|
$105K
|
-$25.8K
|
-838
|
-21%
|
|
|
146
|
Valeo Financial Advisors
Carmel,
Indiana
|
$104K
|
+$29.1K
|
+948
|
+45%
|
|
|
147
|
IFP Advisors
Tampa,
Florida
|
$97K
|
-$1.54K
|
-50
|
-2%
|
|
|
148
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$83K
|
+$22.4K
|
+729
|
+43%
|
|
|
149
|
Elm Advisors
Burlingame,
California
|
$83K
|
+$74.4K
|
+2,420
|
New
|
|
|
150
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$81K
|
+$74.1K
|
+2,411
|
New
|
|
