|
176
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.16M
|
-$28.3K
|
-604
|
-2%
|
|
|
177
|
Vision Capital Management
Portland,
Oregon
|
$1.16M
|
+$638K
|
+13,590
|
+128%
|
|
|
178
|
Fiduciary Family Office
Boca Raton,
Florida
|
$1.16M
|
+$1.14M
|
+24,239
|
New
|
|
|
179
|
Perigon Wealth Management
San Francisco,
California
|
$1.14M
|
-$154K
|
-3,274
|
-12%
|
|
|
180
|
Ritholtz Wealth Management
New York
|
$1.13M
|
+$1.45K
|
+31
|
+0.1%
|
|
|
181
|
One Wealth Advisors
San Francisco,
California
|
$1.12M
|
-$1.23M
|
-26,155
|
-53%
|
|
|
182
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.07M
|
+$512K
|
+10,921
|
+94%
|
|
|
183
|
Brown Wealth Management
Naperville,
Illinois
|
$1.07M
|
+$137K
|
+2,918
|
+15%
|
|
|
184
|
Prosperity Planning
Kansas City,
Missouri
|
$1.06M
|
–
|
–
|
–
|
|
|
185
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.06M
|
-$820K
|
-17,468
|
-44%
|
|
|
186
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.05M
|
+$13.2K
|
+282
|
+1%
|
|
|
187
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.04M
|
-$251K
|
-5,340
|
-20%
|
|
|
188
|
Prudential Financial
Newark,
New Jersey
|
$1.03M
|
+$20.3K
|
+433
|
+2%
|
|
|
189
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.02M
|
+$112K
|
+2,385
|
+13%
|
|
|
190
|
TownSquare Capital
Provo,
Utah
|
$1M
|
+$164K
|
+3,504
|
+20%
|
|
|
191
|
Washington Trust
Westerly,
Rhode Island
|
$997K
|
+$979K
|
+20,865
|
New
|
|
|
192
|
Omega Financial Group
Santa Barbara,
California
|
$978K
|
-$12.8K
|
-272
|
-1%
|
|
|
193
|
Investment Partners
New Philadelphia,
Ohio
|
$972K
|
+$19.6K
|
+417
|
+2%
|
|
|
194
|
Mutual Advisors
Omaha,
Nebraska
|
$968K
|
+$12.9K
|
+275
|
+1%
|
|
|
195
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$947K
|
-$139K
|
-2,965
|
-13%
|
|
|
196
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$944K
|
–
|
–
|
–
|
|
|
197
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$912K
|
+$895K
|
+19,074
|
New
|
|
|
198
|
Idaho Trust Bank
Boise,
Idaho
|
$911K
|
-$962K
|
-20,507
|
-52%
|
|
|
199
|
D.A. Davidson & Co
Great Falls,
Montana
|
$899K
|
+$883K
|
+18,815
|
New
|
|
|
200
|
Country Club Bank
Kansas City,
Missouri
|
$897K
|
-$144K
|
-3,078
|
-14%
|
|
