|
401
|
Perigon Wealth Management
San Francisco,
California
|
$1.83M
|
+$222K
|
+502
|
+14%
|
|
|
402
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.83M
|
-$2.21K
|
-5
|
-0.1%
|
|
|
403
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.82M
|
–
|
–
|
–
|
|
|
404
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.82M
|
-$34.9K
|
-79
|
-2%
|
|
|
405
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.81M
|
-$23K
|
-52
|
-1%
|
|
|
406
|
Flagstar Advisors
New York
|
$1.81M
|
+$2.21K
|
+5
|
+0.1%
|
|
|
407
|
UMB Bank
Kansas City,
Missouri
|
$1.81M
|
–
|
–
|
–
|
|
|
408
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$1.8M
|
-$57.9K
|
-131
|
-3%
|
|
|
409
|
Atria Investments
Charlotte,
North Carolina
|
$1.8M
|
-$2.06M
|
-4,649
|
-53%
|
|
|
410
|
Venturi Wealth Management
Austin,
Texas
|
$1.79M
|
+$84K
|
+190
|
+5%
|
|
|
411
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.79M
|
–
|
–
|
–
|
|
|
412
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.78M
|
–
|
–
|
–
|
|
|
413
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.77M
|
-$257K
|
-581
|
-13%
|
|
|
414
|
Barber Financial Group
Lenexa,
Kansas
|
$1.76M
|
+$276K
|
+625
|
+19%
|
|
|
415
|
Compass Wealth Management
Guilford,
Connecticut
|
$1.74M
|
+$1.73M
|
+3,922
|
New
|
|
|
416
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.73M
|
-$442
|
-1
|
-0.1%
|
|
|
417
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.73M
|
-$26.5K
|
-60
|
-2%
|
|
|
418
|
Darrow Company
Needham,
Massachusetts
|
$1.72M
|
-$29.2K
|
-66
|
-2%
|
|
|
419
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.71M
|
-$84.5K
|
-191
|
-5%
|
|
|
420
|
Leavell Investment Management
Mobile,
Alabama
|
$1.71M
|
-$19.5K
|
-44
|
-1%
|
|
|
421
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$1.71M
|
–
|
–
|
–
|
|
|
422
|
Caprock Group
Boise,
Idaho
|
$1.7M
|
-$33.2K
|
-75
|
-2%
|
|
|
423
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$1.7M
|
+$1.28M
|
+2,899
|
+307%
|
|
|
424
|
Belpointe Asset Management
Reno,
Nevada
|
$1.7M
|
+$693K
|
+1,568
|
+69%
|
|
|
425
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$1.7M
|
+$1.69M
|
+3,821
|
New
|
|
