|
176
|
Atria Wealth Solutions
New York
|
$689K
|
+$26.9K
|
+468
|
+4%
|
|
|
177
|
Davidson Investment Advisors
Great Falls,
Montana
|
$668K
|
+$32.7K
|
+569
|
+5%
|
|
|
178
|
Avantax Planning Partners
Dubuque,
Iowa
|
$665K
|
-$33.4K
|
-580
|
-5%
|
|
|
179
|
Instrumental Wealth
Tampa,
Florida
|
$658K
|
+$32.3K
|
+561
|
+5%
|
|
|
180
|
True Link Financial Advisors
San Francisco,
California
|
$656K
|
+$51.8K
|
+900
|
+9%
|
|
|
181
|
Investment Advisory Group
Hanover,
Massachusetts
|
$653K
|
–
|
–
|
–
|
|
|
182
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$651K
|
+$288
|
+5
|
+0%
|
|
|
183
|
Citadel Advisors
Miami,
Florida
|
$625K
|
-$293K
|
-5,092
|
-32%
|
|
|
184
|
VERITY Wealth Advisors
Sausalito,
United States
|
$625K
|
–
|
–
|
–
|
|
|
185
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$623K
|
–
|
–
|
–
|
|
|
186
|
Trace Wealth Advisors
Los Angeles,
California
|
$599K
|
+$601K
|
+10,452
|
New
|
|
|
187
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$590K
|
–
|
–
|
–
|
|
|
188
|
Millennium Management
New York
|
$588K
|
+$590K
|
+10,264
|
New
|
|
|
189
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$586K
|
+$12.8K
|
+222
|
+2%
|
|
|
190
|
Financial Advocates Investment Management
Olympia,
Washington
|
$544K
|
-$19.7K
|
-343
|
-3%
|
|
|
191
|
Integris Wealth Management
Monterey,
California
|
$528K
|
–
|
–
|
–
|
|
|
192
|
Sequoia Financial Advisors
Akron,
Ohio
|
$520K
|
+$522K
|
+9,073
|
New
|
|
|
193
|
Falcon Wealth Planning
Ontario,
California
|
$516K
|
+$253K
|
+4,393
|
+95%
|
|
|
194
|
Brighton Jones LLC
Seattle,
Washington
|
$502K
|
–
|
–
|
–
|
|
|
195
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$497K
|
+$36.7K
|
+638
|
+8%
|
|
|
196
|
Coldstream Capital Management
Bellevue,
Washington
|
$495K
|
+$5.17K
|
+90
|
+1%
|
|
|
197
|
Life Planning Partners
Jacksonville,
Florida
|
$478K
|
+$51.8K
|
+900
|
+12%
|
|
|
198
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$474K
|
+$81.1K
|
+1,410
|
+21%
|
|
|
199
|
IEQ Capital
Foster City,
California
|
$462K
|
-$2.59K
|
-45
|
-0.6%
|
|
|
200
|
Neumann Capital Management
Foster City,
California
|
$458K
|
–
|
–
|
–
|
|
