|
201
|
Capital Insight Partners
Scottsdale,
Arizona
|
$666K
|
-$315K
|
-5,489
|
-32%
|
|
|
202
|
Investment Advisory Group
Hanover,
Massachusetts
|
$655K
|
–
|
–
|
–
|
|
|
203
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$631K
|
-$700K
|
-12,188
|
-53%
|
|
|
204
|
VERITY Wealth Advisors
Sausalito,
United States
|
$627K
|
–
|
–
|
–
|
|
|
205
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$625K
|
–
|
–
|
–
|
|
|
206
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$610K
|
+$84.5K
|
+1,472
|
+16%
|
|
|
207
|
Trace Wealth Advisors
Los Angeles,
California
|
$601K
|
–
|
–
|
–
|
|
|
208
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$597K
|
-$265K
|
-4,622
|
-31%
|
|
|
209
|
Avantax Planning Partners
Dubuque,
Iowa
|
$590K
|
-$12.1K
|
-211
|
-2%
|
|
|
210
|
Pacific Capital Wealth Advisors
Corona,
California
|
$565K
|
–
|
–
|
–
|
|
|
211
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$563K
|
+$562K
|
+9,796
|
New
|
|
|
212
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$555K
|
-$35.8K
|
-624
|
-6%
|
|
|
213
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$554K
|
-$922K
|
-16,065
|
-62%
|
|
|
214
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$532K
|
–
|
–
|
–
|
|
|
215
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$520K
|
–
|
–
|
–
|
|
|
216
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$520K
|
+$188K
|
+3,281
|
+58%
|
|
|
217
|
Savant Capital
Rockford,
Illinois
|
$513K
|
+$57
|
+1
|
+0%
|
|
|
218
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$506K
|
-$71.9K
|
-1,253
|
-12%
|
|
|
219
|
Hamilton Wealth
Encino,
California
|
$498K
|
-$230
|
-4
|
-0%
|
|
|
220
|
Life Planning Partners
Jacksonville,
Florida
|
$479K
|
–
|
–
|
–
|
|
|
221
|
TME Financial
Huntington Beach,
California
|
$474K
|
+$3.9K
|
+68
|
+0.8%
|
|
|
222
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$472K
|
+$243K
|
+4,232
|
+106%
|
|
|
223
|
Modern Wealth Management
Lenexa,
Kansas
|
$471K
|
+$471K
|
+8,203
|
New
|
|
|
224
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$469K
|
–
|
–
|
–
|
|
|
225
|
Union Savings Bank
Litchfield,
Connecticut
|
$457K
|
+$456K
|
+7,947
|
New
|
|
