|
501
|
Perigon Wealth Management
San Francisco,
California
|
$1.78M
|
+$26.4K
|
+167
|
+2%
|
|
|
502
|
CFM Wealth Partners
Austin,
Texas
|
$1.77M
|
-$99.3K
|
-627
|
-5%
|
|
|
503
|
Verus Financial Partners
Richmond,
Virginia
|
$1.74M
|
-$63.2K
|
-399
|
-3%
|
|
|
504
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.74M
|
+$343K
|
+2,165
|
+25%
|
|
|
505
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.71M
|
+$1.71M
|
+10,796
|
New
|
|
|
506
|
Wellington Management Group
Boston,
Massachusetts
|
$1.7M
|
-$2.02M
|
-12,745
|
-54%
|
|
|
507
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.7M
|
+$110K
|
+697
|
+7%
|
|
|
508
|
Childress Capital Advisors
Houston,
Texas
|
$1.68M
|
-$2.85M
|
-18,006
|
-63%
|
|
|
509
|
GenWealth Group
Maplewood,
New Jersey
|
$1.68M
|
–
|
–
|
–
|
|
|
510
|
Rinet Company
Boston,
Massachusetts
|
$1.67M
|
+$1.74K
|
+11
|
+0.1%
|
|
|
511
|
Sandy Spring Bank
Olney,
Maryland
|
$1.67M
|
+$209K
|
+1,323
|
+14%
|
|
|
512
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.66M
|
-$4.59K
|
-29
|
-0.3%
|
|
|
513
|
|
$1.64M
|
–
|
–
|
–
|
|
|
514
|
Carret Asset Management
New York
|
$1.63M
|
-$65.5K
|
-414
|
-4%
|
|
|
515
|
Intersect Capital
San Ramon,
California
|
$1.62M
|
+$114K
|
+719
|
+8%
|
|
|
516
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.61M
|
+$388K
|
+2,448
|
+32%
|
|
|
517
|
Watchman Group
Plano,
Texas
|
$1.61M
|
-$15.8K
|
-100
|
-1%
|
|
|
518
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$1.61M
|
+$1.61M
|
+10,163
|
New
|
|
|
519
|
CPWM LLC
Seattle,
Washington
|
$1.61M
|
-$1,000K
|
-6,316
|
-38%
|
|
|
520
|
|
$1.6M
|
-$3.96K
|
-25
|
-0.2%
|
|
|
521
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.6M
|
+$36.1K
|
+228
|
+2%
|
|
|
522
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.59M
|
+$1.59M
|
+10,057
|
New
|
|
|
523
|
True North Advisors
Dallas,
Texas
|
$1.59M
|
-$57K
|
-360
|
-3%
|
|
|
524
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.58M
|
-$2.69K
|
-17
|
-0.2%
|
|
|
525
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.58M
|
–
|
–
|
–
|
|
