|
501
|
Perigon Wealth Management
San Francisco,
California
|
$19.1M
|
+$1.98M
|
+33,974
|
+12%
|
|
|
502
|
Bricktown Capital
Detroit,
Michigan
|
$19.1M
|
–
|
–
|
–
|
|
|
503
|
Kearns & Associates
Palos Verdes Estates,
California
|
$18.9M
|
+$374K
|
+6,412
|
+2%
|
|
|
504
|
Portland Global Advisors
Portland,
Maine
|
$18.9M
|
+$829K
|
+14,230
|
+5%
|
|
|
505
|
Telos Capital Management
San Diego,
California
|
$18.9M
|
+$211K
|
+3,623
|
+1%
|
|
|
506
|
Penney Financial
Houston,
Texas
|
$18.9M
|
+$393K
|
+6,742
|
+2%
|
|
|
507
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$18.8M
|
+$1.07M
|
+18,368
|
+6%
|
|
|
508
|
|
$18.8M
|
+$12.2M
|
+209,988
|
+202%
|
|
|
509
|
Fort Point Capital Partners
San Francisco,
California
|
$18.8M
|
-$215K
|
-3,690
|
-1%
|
|
|
510
|
Buck Wealth Strategies
Denver,
Colorado
|
$18.8M
|
+$2.58M
|
+44,286
|
+16%
|
|
|
511
|
Rinkey Investments
San Diego,
California
|
$18.8M
|
+$2.36M
|
+40,421
|
+15%
|
|
|
512
|
Geneos Wealth Management
Englewood,
Colorado
|
$18.7M
|
-$14M
|
-240,820
|
-44%
|
|
|
513
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$18.6M
|
+$214K
|
+3,665
|
+1%
|
|
|
514
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$18.5M
|
-$302K
|
-5,186
|
-2%
|
|
|
515
|
Chilton Capital Management
Houston,
Texas
|
$18.5M
|
-$15.7K
|
-269
|
-0.1%
|
|
|
516
|
Oppenheimer & Co
New York
|
$18.4M
|
+$1.55M
|
+26,659
|
+9%
|
|
|
517
|
Latigo Investments
Fort Lauderdale,
Florida
|
$18.4M
|
–
|
–
|
–
|
|
|
518
|
HT Partners
Centerbrook,
Connecticut
|
$18.3M
|
+$451K
|
+7,739
|
+3%
|
|
|
519
|
Zhang Financial
Portage,
Michigan
|
$18.2M
|
+$2.95M
|
+50,679
|
+20%
|
|
|
520
|
Summit Wealth Group
White River Junction,
Vermont
|
$18M
|
-$392K
|
-6,734
|
-2%
|
|
|
521
|
Concurrent Investment Advisors
Tampa,
Florida
|
$17.9M
|
+$1.26M
|
+21,670
|
+8%
|
|
|
522
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$17.9M
|
-$187K
|
-3,207
|
-1%
|
|
|
523
|
Rareview Capital
Las Vegas,
Nevada
|
$17.9M
|
+$164K
|
+2,818
|
+0.9%
|
|
|
524
|
Axxcess Wealth Management
Carlsbad,
California
|
$17.8M
|
+$2.22M
|
+38,149
|
+15%
|
|
|
525
|
Michael S. Ryan Inc
Latham,
New York
|
$17.7M
|
-$85.1K
|
-1,461
|
-0.5%
|
|
