|
126
|
TriaGen Wealth Management
Calabasas,
California
|
$1.23M
|
-$59.3K
|
-1,208
|
-5%
|
|
|
127
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.23M
|
-$41.3K
|
-840
|
-3%
|
|
|
128
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.23M
|
-$41.3K
|
-840
|
-3%
|
|
|
129
|
Madrona Financial Services
Everett,
Washington
|
$1.22M
|
+$176K
|
+3,578
|
+17%
|
|
|
130
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.19M
|
-$2.44M
|
-49,624
|
-67%
|
|
|
131
|
WBH Advisory
Baltimore,
Maryland
|
$1.16M
|
-$398K
|
-8,095
|
-26%
|
|
|
132
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.16M
|
-$274K
|
-5,579
|
-19%
|
|
|
133
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.14M
|
-$7.86K
|
-160
|
-0.7%
|
|
|
134
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.12M
|
-$277K
|
-5,647
|
-20%
|
|
|
135
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.11M
|
-$797K
|
-16,218
|
-42%
|
|
|
136
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.11M
|
+$137K
|
+2,798
|
+14%
|
|
|
137
|
Apella Capital
West Hartford,
Connecticut
|
$1.07M
|
-$35.9K
|
-731
|
-3%
|
|
|
138
|
WESCAP Management Group
Glendale,
California
|
$1.06M
|
+$14K
|
+285
|
+1%
|
|
|
139
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$1.04M
|
–
|
–
|
–
|
|
|
140
|
|
$1.04M
|
+$712K
|
+14,494
|
+221%
|
|
|
141
|
Cresset Asset Management
Chicago,
Illinois
|
$1.03M
|
+$11.7K
|
+239
|
+1%
|
|
|
142
|
Steward Partners Investment Advisory
New York
|
$1.03M
|
-$50.8K
|
-1,034
|
-5%
|
|
|
143
|
Private Advisor Group
Morristown,
New Jersey
|
$1.01M
|
+$392K
|
+7,980
|
+63%
|
|
|
144
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1M
|
-$331K
|
-6,746
|
-25%
|
|
|
145
|
AWM Capital
Phoenix,
Arizona
|
$982K
|
+$980K
|
+19,959
|
New
|
|
|
146
|
Lakewood Asset Management
Naperville,
Illinois
|
$979K
|
+$38.6K
|
+786
|
+4%
|
|
|
147
|
Modera Wealth Management
Westwood,
New Jersey
|
$962K
|
+$22K
|
+447
|
+2%
|
|
|
148
|
Klingenstein Fields & Co
New York
|
$950K
|
-$54.1K
|
-1,102
|
-5%
|
|
|
149
|
Gradient Capital Advisors
San Diego,
California
|
$926K
|
-$143K
|
-2,904
|
-13%
|
|
|
150
|
Colony Group
Boston,
Massachusetts
|
$925K
|
-$293K
|
-5,972
|
-24%
|
|
