|
201
|
Values Added Financial
Washington,
District of Columbia
|
$1.44M
|
–
|
–
|
–
|
|
|
202
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$1.4M
|
+$74.9K
|
+978
|
+6%
|
|
|
203
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.4M
|
+$103K
|
+1,339
|
+8%
|
|
|
204
|
|
$1.39M
|
+$96.6K
|
+1,261
|
+8%
|
|
|
205
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.39M
|
-$249K
|
-3,250
|
-16%
|
|
|
206
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.38M
|
+$3.37K
|
+44
|
+0.3%
|
|
|
207
|
Atomi Financial Group
New York
|
$1.35M
|
+$1.3M
|
+16,929
|
New
|
|
|
208
|
Centennial Bank
Conway,
Arkansas
|
$1.35M
|
+$51.7K
|
+675
|
+4%
|
|
|
209
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.35M
|
-$255K
|
-3,324
|
-16%
|
|
|
210
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.35M
|
+$5.97K
|
+78
|
+0.5%
|
|
|
211
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.33M
|
-$114K
|
-1,486
|
-8%
|
|
|
212
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.33M
|
+$1.92K
|
+25
|
+0.1%
|
|
|
213
|
Brown Brothers Harriman & Co
New York
|
$1.31M
|
–
|
–
|
–
|
|
|
214
|
|
$1.3M
|
+$26.7K
|
+348
|
+2%
|
|
|
215
|
Windham Capital Management
Boston,
Massachusetts
|
$1.28M
|
–
|
–
|
–
|
|
|
216
|
Huntington National Bank
Columbus,
Ohio
|
$1.28M
|
–
|
–
|
–
|
|
|
217
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.24M
|
-$104K
|
-1,352
|
-8%
|
|
|
218
|
Regatta Capital Group
El Segundo,
California
|
$1.24M
|
-$76.4K
|
-997
|
-6%
|
|
|
219
|
Sage Advisory Services
Austin,
Texas
|
$1.23M
|
+$14.8K
|
+193
|
+1%
|
|
|
220
|
Asset Dedication LLC
San Francisco,
California
|
$1.22M
|
-$18.4K
|
-240
|
-2%
|
|
|
221
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.22M
|
+$1.17M
|
+15,261
|
New
|
|
|
222
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.17M
|
+$23.5K
|
+307
|
+2%
|
|
|
223
|
Planning Alternatives
Birmingham,
Michigan
|
$1.16M
|
+$4.98K
|
+65
|
+0.4%
|
|
|
224
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.15M
|
+$252K
|
+3,289
|
+30%
|
|
|
225
|
WealthCollab
Bellevue,
Washington
|
$1.15M
|
–
|
–
|
–
|
|
