|
301
|
Wealthspire Advisors (New York)
New York
|
$1.07M
|
+$537K
|
+18,325
|
+113%
|
|
|
302
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$1.06M
|
–
|
–
|
–
|
|
|
303
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.05M
|
-$619K
|
-21,134
|
-39%
|
|
|
304
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.04M
|
+$477K
|
+16,283
|
+94%
|
|
|
305
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.04M
|
-$17.8K
|
-606
|
-2%
|
|
|
306
|
Landing Point Financial Group
Avon,
Ohio
|
$1.02M
|
+$182K
|
+6,210
|
+23%
|
|
|
307
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$999K
|
-$44.1K
|
-1,506
|
-4%
|
|
|
308
|
Evoke Wealth
Los Angeles,
California
|
$984K
|
+$927K
|
+31,643
|
New
|
|
|
309
|
Edge Financial Advisors
Wheaton,
Illinois
|
$977K
|
+$920K
|
+31,419
|
New
|
|
|
310
|
Axxcess Wealth Management
Carlsbad,
California
|
$971K
|
-$62.5K
|
-2,132
|
-6%
|
|
|
311
|
Millstone Evans Group
Boulder,
Colorado
|
$968K
|
-$1.44M
|
-49,313
|
-61%
|
|
|
312
|
Hemington Wealth Management
Falls Church,
Virginia
|
$953K
|
-$1.02K
|
-35
|
-0.1%
|
|
|
313
|
OneAscent Family Office
Birmingham,
Alabama
|
$952K
|
–
|
–
|
–
|
|
|
314
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$944K
|
-$12.7K
|
-435
|
-1%
|
|
|
315
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$941K
|
+$98.3K
|
+3,356
|
+12%
|
|
|
316
|
TCFG Wealth Management
Laguna Niguel,
California
|
$933K
|
+$14.6K
|
+498
|
+2%
|
|
|
317
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$919K
|
+$278K
|
+9,490
|
+47%
|
|
|
318
|
Congress Wealth Management
Boston,
Massachusetts
|
$907K
|
+$74.1K
|
+2,530
|
+9%
|
|
|
319
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$902K
|
-$2.9K
|
-99
|
-0.3%
|
|
|
320
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$899K
|
+$30.1K
|
+1,029
|
+4%
|
|
|
321
|
Balance Wealth
Delaware,
Ohio
|
$880K
|
+$144K
|
+4,930
|
+21%
|
|
|
322
|
Perigon Wealth Management
San Francisco,
California
|
$839K
|
-$343K
|
-11,715
|
-30%
|
|
|
323
|
Northern Trust
Chicago,
Illinois
|
$817K
|
+$769K
|
+26,269
|
New
|
|
|
324
|
Clark Asset Management
Stratham,
New Hampshire
|
$811K
|
+$376K
|
+12,844
|
+97%
|
|
|
325
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$783K
|
+$9.05K
|
+309
|
+1%
|
|
