|
451
|
Perigon Wealth Management
San Francisco,
California
|
$4.25M
|
-$376K
|
-1,818
|
-8%
|
|
|
452
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$4.19M
|
-$260K
|
-1,261
|
-6%
|
|
|
453
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$4.19M
|
-$37.6K
|
-182
|
-0.9%
|
|
|
454
|
1900 Wealth Management
San Antonio,
Texas
|
$4.15M
|
-$4.75K
|
-23
|
-0.1%
|
|
|
455
|
Acropolis Investment Management
St. Louis,
Missouri
|
$4.14M
|
–
|
–
|
–
|
|
|
456
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$4.13M
|
+$26.9K
|
+130
|
+0.7%
|
|
|
457
|
Serenus Wealth Advisors
Santa Monica,
California
|
$4.11M
|
–
|
–
|
–
|
|
|
458
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$4.11M
|
+$4.03M
|
+19,534
|
New
|
|
|
459
|
NBC Securities
Birmingham,
Alabama
|
$4.11M
|
+$259K
|
+1,254
|
+7%
|
|
|
460
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.1M
|
-$1.33M
|
-6,453
|
-25%
|
|
|
461
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$4.07M
|
-$120K
|
-583
|
-3%
|
|
|
462
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$4.07M
|
-$24.4K
|
-118
|
-0.6%
|
|
|
463
|
World Investment Advisors
Santa Barbara,
California
|
$4.06M
|
+$2.06M
|
+9,969
|
+107%
|
|
|
464
|
Wellington Management Group
Boston,
Massachusetts
|
$4.05M
|
+$3.98M
|
+19,268
|
New
|
|
|
465
|
Procyon Advisors
Shelton,
Connecticut
|
$4.02M
|
+$702K
|
+3,400
|
+22%
|
|
|
466
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$3.99M
|
-$150K
|
-725
|
-4%
|
|
|
467
|
Icon Wealth Advisors
Houston,
Texas
|
$3.99M
|
+$314K
|
+1,521
|
+9%
|
|
|
468
|
Dixon Fnancial Services
Lafayette,
California
|
$3.98M
|
–
|
–
|
–
|
|
|
469
|
Fiduciary Financial Group
San Rafael,
California
|
$3.98M
|
-$48.5K
|
-235
|
-1%
|
|
|
470
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.96M
|
+$1.78M
|
+8,622
|
+84%
|
|
|
471
|
Carret Asset Management
New York
|
$3.95M
|
-$9.5K
|
-46
|
-0.2%
|
|
|
472
|
Wealthspan Partners
Davenport,
Iowa
|
$3.95M
|
-$125K
|
-607
|
-3%
|
|
|
473
|
Tocqueville Asset Management
New York
|
$3.93M
|
+$3.07M
|
+14,866
|
+388%
|
|
|
474
|
Golden State Wealth Management
Santa Ana,
California
|
$3.93M
|
-$579K
|
-2,805
|
-13%
|
|
|
475
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$3.93M
|
-$26K
|
-126
|
-0.7%
|
|
