|
351
|
Perigon Wealth Management
San Francisco,
California
|
$6.24M
|
+$605K
|
+7,611
|
+11%
|
|
|
352
|
Rezny Wealth Management
Fort Myers,
Florida
|
$6.23M
|
–
|
–
|
–
|
|
|
353
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$6.18M
|
+$47.5K
|
+597
|
+0.8%
|
|
|
354
|
Black Diamond Financial
Towson,
Maryland
|
$6.17M
|
-$108K
|
-1,358
|
-2%
|
|
|
355
|
Belpointe Asset Management
Reno,
Nevada
|
$6.17M
|
+$617K
|
+7,751
|
+11%
|
|
|
356
|
Tide Cove Capital Partners
San Diego,
California
|
$6.15M
|
+$67.2K
|
+845
|
+1%
|
|
|
357
|
Sand Hill Global Advisors
Palo Alto,
California
|
$6.09M
|
–
|
–
|
–
|
|
|
358
|
AGF Management
Toronto,
Ontario, Canada
|
$6.09M
|
-$317K
|
-3,980
|
-5%
|
|
|
359
|
Whittier Trust
South Pasadena,
California
|
$6.08M
|
-$279K
|
-3,513
|
-4%
|
|
|
360
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.08M
|
-$32.5K
|
-408
|
-0.5%
|
|
|
361
|
49 Wealth Management
Austin,
Texas
|
$6.05M
|
+$6.02M
|
+75,734
|
New
|
|
|
362
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.99M
|
+$3.58K
|
+45
|
+0.1%
|
|
|
363
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$5.86M
|
+$442K
|
+5,557
|
+8%
|
|
|
364
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$5.86M
|
+$5.6M
|
+70,350
|
+2,376%
|
|
|
365
|
Hobart Private Capital
Charlotte,
North Carolina
|
$5.83M
|
+$748K
|
+9,401
|
+15%
|
|
|
366
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.73M
|
-$681K
|
-8,566
|
-11%
|
|
|
367
|
Traub Capital Management
Needham,
Massachusetts
|
$5.66M
|
+$86.7K
|
+1,090
|
+2%
|
|
|
368
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$5.65M
|
-$724K
|
-9,099
|
-11%
|
|
|
369
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$5.59M
|
+$1.88M
|
+23,617
|
+51%
|
|
|
370
|
|
$5.57M
|
+$259K
|
+3,261
|
+5%
|
|
|
371
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$5.53M
|
+$69.4K
|
+872
|
+1%
|
|
|
372
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$5.52M
|
-$208K
|
-2,614
|
-4%
|
|
|
373
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$5.52M
|
+$329K
|
+4,142
|
+6%
|
|
|
374
|
Phoenix Financial
Givatayim,
Israel
|
$5.52M
|
+$222K
|
+2,789
|
+4%
|
|
|
375
|
Harbour Investments
Madison,
Wisconsin
|
$5.45M
|
+$379K
|
+4,764
|
+8%
|
|
