|
401
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$36.9M
|
-$633K
|
-1,888
|
-2%
|
|
|
402
|
Manuka Financial
Richmond,
Virginia
|
$36.8M
|
+$1.66M
|
+4,937
|
+4%
|
|
|
403
|
Bay Colony Advisors
Concord,
Massachusetts
|
$36.6M
|
+$205K
|
+610
|
+0.5%
|
|
|
404
|
One Degree Advisors
San Diego,
California
|
$36.5M
|
+$607K
|
+1,808
|
+2%
|
|
|
405
|
M&T Bank
Buffalo,
New York
|
$36.1M
|
-$431K
|
-1,286
|
-1%
|
|
|
406
|
Integris Wealth Management
Monterey,
California
|
$35.4M
|
+$572K
|
+1,704
|
+2%
|
|
|
407
|
Perigon Wealth Management
San Francisco,
California
|
$35.3M
|
-$8.29M
|
-24,715
|
-18%
|
|
|
408
|
Gryphon Financial Partners
Columbus,
Ohio
|
$35.1M
|
-$1.4M
|
-4,173
|
-4%
|
|
|
409
|
Roundview Capital
Princeton,
New Jersey
|
$35M
|
+$507K
|
+1,512
|
+1%
|
|
|
410
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$34.8M
|
-$4.32M
|
-12,862
|
-11%
|
|
|
411
|
My Personal CFO LLC
Vancouver,
Washington
|
$34.8M
|
-$445K
|
-1,327
|
-1%
|
|
|
412
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$34.8M
|
-$1.92M
|
-5,715
|
-5%
|
|
|
413
|
AlphaCore Capital
La Jolla,
California
|
$34.7M
|
+$4.21M
|
+12,550
|
+13%
|
|
|
414
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$34.6M
|
+$31.5K
|
+94
|
+0.1%
|
|
|
415
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$34.4M
|
+$16M
|
+47,711
|
+80%
|
|
|
416
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$34.3M
|
+$3.11M
|
+9,262
|
+9%
|
|
|
417
|
Clark Asset Management
Stratham,
New Hampshire
|
$34.3M
|
+$4.33M
|
+12,918
|
+14%
|
|
|
418
|
XY Planning Network
Bozeman,
Montana
|
$34.1M
|
-$3.06M
|
-9,123
|
-8%
|
|
|
419
|
Bush Investment Group
Valdosta,
Georgia
|
$34.1M
|
+$1.61M
|
+4,803
|
+5%
|
|
|
420
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$33.8M
|
+$7.56M
|
+22,542
|
+27%
|
|
|
421
|
Weinberger Asset Management
Los Angeles,
California
|
$33.6M
|
-$1.55M
|
-4,627
|
-4%
|
|
|
422
|
KCM Investment Advisors
Greenbrae,
California
|
$33.5M
|
-$11.4K
|
-34
|
-0%
|
|
|
423
|
Advyzon Investment Management
Lisle,
Illinois
|
$33.4M
|
-$674K
|
-2,008
|
-2%
|
|
|
424
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$33.4M
|
-$195K
|
-582
|
-0.6%
|
|
|
425
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$33.3M
|
-$1.16M
|
-3,469
|
-3%
|
|
