|
201
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.55M
|
+$58.3K
|
+722
|
+4%
|
|
|
202
|
|
$1.53M
|
+$52.3K
|
+648
|
+4%
|
|
|
203
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.51M
|
+$676K
|
+8,383
|
+83%
|
|
|
204
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.5M
|
-$118K
|
-1,460
|
-7%
|
|
|
205
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.5M
|
+$3.15K
|
+39
|
+0.2%
|
|
|
206
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$1.48M
|
-$114K
|
-1,410
|
-7%
|
|
|
207
|
Williams & Novak
Westlake Village,
California
|
$1.47M
|
-$9.2K
|
-114
|
-0.6%
|
|
|
208
|
Centennial Bank
Conway,
Arkansas
|
$1.45M
|
+$54.5K
|
+675
|
+4%
|
|
|
209
|
|
$1.4M
|
-$201K
|
-2,490
|
-13%
|
|
|
210
|
|
$1.4M
|
+$67.5K
|
+836
|
+5%
|
|
|
211
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.36M
|
-$102K
|
-1,262
|
-7%
|
|
|
212
|
Portland Global Advisors
Portland,
Maine
|
$1.36M
|
-$178K
|
-2,200
|
-12%
|
|
|
213
|
Acadian Asset Management
Boston,
Massachusetts
|
$1.34M
|
+$494K
|
+6,121
|
+59%
|
|
|
214
|
Grimes & Company
Westborough,
Massachusetts
|
$1.34M
|
+$775K
|
+9,603
|
+140%
|
|
|
215
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.34M
|
–
|
–
|
–
|
|
|
216
|
Brown Brothers Harriman & Co
New York
|
$1.34M
|
–
|
–
|
–
|
|
|
217
|
Planning Alternatives
Birmingham,
Michigan
|
$1.33M
|
-$98K
|
-1,215
|
-7%
|
|
|
218
|
CGN Advisors
Manhattan,
Kansas
|
$1.3M
|
-$173K
|
-2,144
|
-12%
|
|
|
219
|
WealthCollab
Bellevue,
Washington
|
$1.29M
|
–
|
–
|
–
|
|
|
220
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.27M
|
-$71.1K
|
-881
|
-5%
|
|
|
221
|
Trilogy Capital
Irvine,
California
|
$1.27M
|
-$2.57M
|
-31,863
|
-67%
|
|
|
222
|
eCIO Inc
Madison,
Wisconsin
|
$1.19M
|
+$1.17M
|
+14,535
|
New
|
|
|
223
|
Omega Financial Group
Santa Barbara,
California
|
$1.18M
|
+$139K
|
+1,723
|
+13%
|
|
|
224
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.18M
|
-$149K
|
-1,847
|
-11%
|
|
|
225
|
Pure Financial Advisors
San Diego,
California
|
$1.15M
|
-$2.58K
|
-32
|
-0.2%
|
|
