|
201
|
Perigon Wealth Management
San Francisco,
California
|
$3.41M
|
-$693K
|
-30,471
|
-17%
|
|
|
202
|
Clearview Wealth Advisors
Salem,
Oregon
|
$3.37M
|
-$4.48M
|
-197,116
|
-57%
|
|
|
203
|
Summit X LLC
Chesterfield,
Missouri
|
$3.37M
|
-$5.54M
|
-243,816
|
-63%
|
|
|
204
|
Crestmont Private Wealth
Houston,
Texas
|
$3.33M
|
-$8.93K
|
-393
|
-0.3%
|
|
|
205
|
WealthShield Partners
Cary,
North Carolina
|
$3.18M
|
-$3.28M
|
-144,122
|
-51%
|
|
|
206
|
Crabel Capital Management
Los Angeles,
California
|
$3.15M
|
+$3.15M
|
+138,503
|
New
|
|
|
207
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$3.14M
|
-$94K
|
-4,135
|
-3%
|
|
|
208
|
Snowden Capital Advisors
New York
|
$3.06M
|
-$2.53M
|
-111,450
|
-45%
|
|
|
209
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$2.98M
|
+$2.98M
|
+130,960
|
New
|
|
|
210
|
Centurion Wealth Management
Mclean,
Virginia
|
$2.88M
|
+$2.89M
|
+126,962
|
New
|
|
|
211
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.88M
|
-$774K
|
-34,042
|
-21%
|
|
|
212
|
Harbour Investments
Madison,
Wisconsin
|
$2.8M
|
-$1.26M
|
-55,432
|
-31%
|
|
|
213
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$2.77M
|
+$1.34M
|
+58,960
|
+94%
|
|
|
214
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.71M
|
-$303K
|
-13,353
|
-10%
|
|
|
215
|
Level Four Advisory Services
Dallas,
Texas
|
$2.67M
|
+$2.67M
|
+117,509
|
New
|
|
|
216
|
Foster Group
West Des Moines,
Iowa
|
$2.67M
|
+$2.67M
|
+117,396
|
New
|
|
|
217
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$2.58M
|
+$846K
|
+37,231
|
+49%
|
|
|
218
|
Citadel Advisors
Miami,
Florida
|
$2.53M
|
-$642K
|
-28,244
|
-20%
|
|
|
219
|
Keystone Wealth Services
Palm Desert,
California
|
$2.52M
|
-$3.45M
|
-151,941
|
-58%
|
|
|
220
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.52M
|
-$1.78M
|
-78,502
|
-41%
|
|
|
221
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$2.41M
|
-$478K
|
-21,052
|
-17%
|
|
|
222
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$2.35M
|
-$237K
|
-10,427
|
-9%
|
|
|
223
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$2.32M
|
-$23K
|
-1,011
|
-1%
|
|
|
224
|
Leavell Investment Management
Mobile,
Alabama
|
$2.29M
|
-$627K
|
-27,597
|
-22%
|
|
|
225
|
First Pacific Financial
Vancouver,
Washington
|
$2.26M
|
-$6.93K
|
-305
|
-0.3%
|
|
