|
551
|
Perigon Wealth Management
San Francisco,
California
|
$947K
|
+$116K
|
+458
|
+15%
|
|
|
552
|
Liberty Wealth Management
Oakland,
California
|
$940K
|
+$1.78K
|
+7
|
+0.2%
|
|
|
553
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$939K
|
+$905K
|
+3,567
|
New
|
|
|
554
|
|
$936K
|
-$2.5M
|
-9,841
|
-73%
|
|
|
555
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$934K
|
+$324K
|
+1,278
|
+56%
|
|
|
556
|
Bell Investment Advisors
Oakland,
California
|
$933K
|
+$1.78K
|
+7
|
+0.2%
|
|
|
557
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$933K
|
+$3.04K
|
+12
|
+0.3%
|
|
|
558
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$932K
|
-$2.79K
|
-11
|
-0.3%
|
|
|
559
|
Mission Wealth Management
Santa Barbara,
California
|
$929K
|
+$6.85K
|
+27
|
+0.8%
|
|
|
560
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$929K
|
–
|
–
|
–
|
|
|
561
|
Plum Street Advisors
New Orleans,
Louisiana
|
$924K
|
–
|
–
|
–
|
|
|
562
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$922K
|
-$340K
|
-1,340
|
-28%
|
|
|
563
|
Crescent Sterling
Metairie,
Louisiana
|
$922K
|
-$12.7K
|
-50
|
-1%
|
|
|
564
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$919K
|
+$885K
|
+3,489
|
New
|
|
|
565
|
TFC Financial Management
Boston,
Massachusetts
|
$918K
|
+$1.52K
|
+6
|
+0.2%
|
|
|
566
|
KWMG LLC
Overland Park,
Kansas
|
$915K
|
–
|
–
|
–
|
|
|
567
|
Morton Capital Management
Calabasas,
California
|
$907K
|
–
|
–
|
–
|
|
|
568
|
Oakworth Capital
Birmingham,
Alabama
|
$904K
|
–
|
–
|
–
|
|
|
569
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$894K
|
+$761
|
+3
|
+0.1%
|
|
|
570
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$887K
|
+$1.03M
|
+4,071
|
New
|
|
|
571
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$883K
|
-$21.8K
|
-86
|
-3%
|
|
|
572
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$877K
|
–
|
–
|
–
|
|
|
573
|
LongView Wealth Management
Atlanta,
Georgia
|
$876K
|
-$26.6K
|
-105
|
-3%
|
|
|
574
|
Cozad Asset Management
Champaign,
Illinois
|
$875K
|
–
|
–
|
–
|
|
|
575
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$865K
|
-$4.82K
|
-19
|
-0.6%
|
|
