|
226
|
Perigon Wealth Management
San Francisco,
California
|
$6.82M
|
-$1.01M
|
-57,342
|
-12%
|
|
|
227
|
Vivaldi Capital Management
Chicago,
Illinois
|
$6.66M
|
+$710K
|
+40,485
|
+11%
|
|
|
228
|
Rockefeller Capital Management
New York
|
$6.64M
|
-$223K
|
-12,729
|
-3%
|
|
|
229
|
Barden Capital Management
Austin,
Texas
|
$6.64M
|
+$1.67M
|
+95,307
|
+32%
|
|
|
230
|
|
$6.63M
|
–
|
–
|
–
|
|
|
231
|
American Money Management
Rancho Santa Fe,
California
|
$6.61M
|
+$378K
|
+21,570
|
+6%
|
|
|
232
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.56M
|
-$34.2K
|
-1,950
|
-0.5%
|
|
|
233
|
CVA Family Office
Denver,
Colorado
|
$6.48M
|
+$222K
|
+12,627
|
+3%
|
|
|
234
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.47M
|
-$280K
|
-15,948
|
-4%
|
|
|
235
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$6.38M
|
-$1.77M
|
-100,695
|
-21%
|
|
|
236
|
Lee Financial
Dallas,
Texas
|
$6.36M
|
+$37.2K
|
+2,121
|
+0.6%
|
|
|
237
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.32M
|
+$594K
|
+33,852
|
+10%
|
|
|
238
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$6.29M
|
-$214K
|
-12,171
|
-3%
|
|
|
239
|
Equitable Holdings
New York
|
$6.28M
|
+$869K
|
+49,524
|
+15%
|
|
|
240
|
Truepoint Inc
Cincinnati,
Ohio
|
$6.21M
|
-$203K
|
-11,544
|
-3%
|
|
|
241
|
Private Advisor Group
Morristown,
New Jersey
|
$6.06M
|
-$1.51M
|
-86,109
|
-19%
|
|
|
242
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$6.03M
|
-$56.7K
|
-3,231
|
-0.9%
|
|
|
243
|
Krilogy Financial
St. Louis,
Missouri
|
$6M
|
+$58.3K
|
+3,324
|
+0.9%
|
|
|
244
|
MBA Advisors
Hermitage,
Pennsylvania
|
$6M
|
+$380K
|
+21,672
|
+6%
|
|
|
245
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$5.94M
|
-$368
|
-21
|
-0%
|
|
|
246
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$5.94M
|
-$124K
|
-7,071
|
-2%
|
|
|
247
|
Paulson Wealth Management
Wheaton,
Illinois
|
$5.88M
|
+$11.5K
|
+657
|
+0.2%
|
|
|
248
|
Red Tortoise LLC
Atlanta,
Georgia
|
$5.88M
|
+$53.9K
|
+3,075
|
+0.9%
|
|
|
249
|
Oakwell Private Wealth Management
Austin,
Texas
|
$5.87M
|
+$579
|
+33
|
+0%
|
|
|
250
|
Gradient Capital Advisors
San Diego,
California
|
$5.84M
|
-$242K
|
-13,773
|
-4%
|
|
