|
226
|
Perigon Wealth Management
San Francisco,
California
|
$6.71M
|
+$6.65M
|
+113,619
|
New
|
|
|
227
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.68M
|
+$1.94M
|
+33,202
|
+42%
|
|
|
228
|
United Capital Financial Advisors
Irving,
Texas
|
$6.5M
|
-$236K
|
-4,035
|
-4%
|
|
|
229
|
Trek Financial
Scottsdale,
Arizona
|
$6.47M
|
+$1.65M
|
+28,134
|
+35%
|
|
|
230
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$6.38M
|
+$378K
|
+6,455
|
+6%
|
|
|
231
|
Elmwood Wealth Management
Berkeley,
California
|
$6.36M
|
-$3.34M
|
-56,972
|
-35%
|
|
|
232
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$6.32M
|
+$467K
|
+7,967
|
+8%
|
|
|
233
|
Comerica Bank
Dallas,
Texas
|
$6.12M
|
-$490K
|
-8,369
|
-7%
|
|
|
234
|
Heritage Wealth Management (California)
San Diego,
California
|
$6.08M
|
+$34.7K
|
+593
|
+0.6%
|
|
|
235
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.98M
|
-$6.46M
|
-110,252
|
-52%
|
|
|
236
|
DDD Partners
Bellevue,
Washington
|
$5.97M
|
+$893K
|
+15,253
|
+18%
|
|
|
237
|
Disciplined Investments
Tulsa,
Oklahoma
|
$5.95M
|
-$150K
|
-2,557
|
-2%
|
|
|
238
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$5.94M
|
+$5.69M
|
+97,146
|
+2,745%
|
|
|
239
|
Stifel Financial
St. Louis,
Missouri
|
$5.85M
|
-$3.48M
|
-59,461
|
-38%
|
|
|
240
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$5.72M
|
+$314K
|
+5,362
|
+6%
|
|
|
241
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$5.71M
|
-$773K
|
-13,194
|
-12%
|
|
|
242
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$5.59M
|
+$323K
|
+5,518
|
+6%
|
|
|
243
|
American Trust
Lexington,
Kentucky
|
$5.52M
|
-$1.22M
|
-20,784
|
-18%
|
|
|
244
|
Whittier Trust
South Pasadena,
California
|
$5.42M
|
+$1.6M
|
+27,369
|
+42%
|
|
|
245
|
Summit Trail Advisors
New York
|
$5.36M
|
+$673K
|
+11,489
|
+14%
|
|
|
246
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.3M
|
-$46.7K
|
-798
|
-0.9%
|
|
|
247
|
Seven Post Investment Office
San Francisco,
California
|
$5.26M
|
-$15.1K
|
-257
|
-0.3%
|
|
|
248
|
Hara Capital
Bellevue,
Washington
|
$5.15M
|
+$1.35M
|
+22,989
|
+36%
|
|
|
249
|
Simplicity Wealth
Summit,
New Jersey
|
$5.07M
|
-$13.1M
|
-223,599
|
-72%
|
|
|
250
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.05M
|
-$1.12M
|
-19,171
|
-18%
|
|
