|
126
|
Perigon Wealth Management
San Francisco,
California
|
$3.94M
|
+$291K
|
+2,413
|
+8%
|
|
|
127
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.93M
|
+$224K
|
+1,861
|
+6%
|
|
|
128
|
Viewpoint Capital Management
Seattle,
Washington
|
$3.91M
|
+$411K
|
+3,413
|
+12%
|
|
|
129
|
St Louis Trust
Saint Louis,
Missouri
|
$3.88M
|
+$619K
|
+5,136
|
+20%
|
|
|
130
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$3.83M
|
-$98.2K
|
-815
|
-3%
|
|
|
131
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$3.81M
|
+$202K
|
+1,673
|
+6%
|
|
|
132
|
Kestra Advisory Services
Austin,
Texas
|
$3.79M
|
-$246K
|
-2,042
|
-6%
|
|
|
133
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.65M
|
+$3.5M
|
+29,009
|
New
|
|
|
134
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$3.64M
|
–
|
–
|
–
|
|
|
135
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.62M
|
-$195K
|
-1,618
|
-5%
|
|
|
136
|
Swan Capital
Pensacola,
Florida
|
$3.57M
|
-$1.23M
|
-10,178
|
-26%
|
|
|
137
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.57M
|
+$1.14M
|
+9,434
|
+50%
|
|
|
138
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.56M
|
-$110K
|
-910
|
-3%
|
|
|
139
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$3.53M
|
-$2.08M
|
-17,294
|
-38%
|
|
|
140
|
Falcon Wealth Planning
Ontario,
California
|
$3.53M
|
-$5.09M
|
-42,227
|
-60%
|
|
|
141
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.51M
|
-$83.9K
|
-696
|
-2%
|
|
|
142
|
Rebalance
Palo Alto,
California
|
$3.51M
|
+$14.9K
|
+124
|
+0.4%
|
|
|
143
|
Alera Investment Advisors
Deerfield,
Illinois
|
$3.49M
|
-$422K
|
-3,501
|
-11%
|
|
|
144
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.45M
|
+$77K
|
+639
|
+2%
|
|
|
145
|
Atomi Financial Group
New York
|
$3.45M
|
-$603
|
-5
|
-0%
|
|
|
146
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$3.45M
|
+$129K
|
+1,072
|
+4%
|
|
|
147
|
Noble Family Wealth
Clearwater,
Florida
|
$3.41M
|
+$16.3K
|
+135
|
+0.5%
|
|
|
148
|
GFS Advisors
Houston,
Texas
|
$3.4M
|
+$3.05M
|
+25,302
|
+1,533%
|
|
|
149
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$3.29M
|
-$18K
|
-149
|
-0.6%
|
|
|
150
|
Sentinel Trust
Houston,
Texas
|
$3.24M
|
–
|
–
|
–
|
|
