|
176
|
Perigon Wealth Management
San Francisco,
California
|
$9.5M
|
-$1.3M
|
-15,845
|
-12%
|
|
|
177
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$9.43M
|
-$3.23M
|
-39,227
|
-26%
|
|
|
178
|
Beacon Financial Group
Dallas,
Texas
|
$9.24M
|
+$8.21M
|
+99,828
|
+843%
|
|
|
179
|
Tompkins Financial
Ithaca,
New York
|
$9.19M
|
+$866K
|
+10,525
|
+10%
|
|
|
180
|
Proficio Capital Partners
Newton,
Massachusetts
|
$9.17M
|
+$270K
|
+3,278
|
+3%
|
|
|
181
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$9.14M
|
+$653K
|
+7,945
|
+8%
|
|
|
182
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$9.07M
|
+$1.92M
|
+23,362
|
+27%
|
|
|
183
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.05M
|
+$2.85M
|
+34,596
|
+46%
|
|
|
184
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$9.01M
|
+$8.96M
|
+108,957
|
New
|
|
|
185
|
Ancora Advisors
Cleveland,
Ohio
|
$9.01M
|
-$83.9K
|
-1,020
|
-0.9%
|
|
|
186
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.99M
|
-$9.28M
|
-112,878
|
-51%
|
|
|
187
|
Davenport & Co
Richmond,
Virginia
|
$8.76M
|
-$5.29M
|
-64,329
|
-38%
|
|
|
188
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.57M
|
+$478K
|
+5,807
|
+6%
|
|
|
189
|
ADAR1 Capital Management
Austin,
Texas
|
$8.55M
|
+$8.5M
|
+103,337
|
New
|
|
|
190
|
Pure Financial Advisors
San Diego,
California
|
$8.52M
|
+$1.6M
|
+19,483
|
+23%
|
|
|
191
|
World Investment Advisors
Santa Barbara,
California
|
$8.46M
|
+$180K
|
+2,189
|
+2%
|
|
|
192
|
Corebridge Financial
Houston,
Texas
|
$8.46M
|
–
|
–
|
–
|
|
|
193
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$8.45M
|
+$1.88M
|
+22,832
|
+29%
|
|
|
194
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$8.41M
|
+$8.36M
|
+101,599
|
New
|
|
|
195
|
Alterna Wealth Management
Houston,
Texas
|
$8.33M
|
+$921K
|
+11,202
|
+13%
|
|
|
196
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$8.33M
|
+$331K
|
+4,020
|
+4%
|
|
|
197
|
Everstar Asset Management
Mooresville,
North Carolina
|
$8.29M
|
+$1.03M
|
+12,528
|
+14%
|
|
|
198
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.25M
|
-$19.8M
|
-240,287
|
-71%
|
|
|
199
|
LWM Advisors
El Dorado Hills,
California
|
$8.18M
|
-$8.6M
|
-104,532
|
Closed
|
|
|
200
|
Future You Wealth
New York
|
$8.08M
|
+$903K
|
+10,982
|
+13%
|
|
