|
101
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.26M
|
+$9.65K
|
+271
|
+0.7%
|
|
|
102
|
Crestone Asset Management
Boulder,
Colorado
|
$1.23M
|
-$70.2K
|
-1,973
|
-5%
|
|
|
103
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.19M
|
+$39.6K
|
+1,113
|
+3%
|
|
|
104
|
Whittier Trust
South Pasadena,
California
|
$1.18M
|
+$185K
|
+5,191
|
+17%
|
|
|
105
|
CGN Advisors
Manhattan,
Kansas
|
$1.16M
|
+$605K
|
+16,989
|
+97%
|
|
|
106
|
Portland Global Advisors
Portland,
Maine
|
$1.13M
|
–
|
–
|
–
|
|
|
107
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.07M
|
–
|
–
|
–
|
|
|
108
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.07M
|
-$347K
|
-9,745
|
-23%
|
|
|
109
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.05M
|
+$157K
|
+4,404
|
+15%
|
|
|
110
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.04M
|
+$2.95K
|
+83
|
+0.3%
|
|
|
111
|
Bell Investment Advisors
Oakland,
California
|
$1.03M
|
-$13.2K
|
-371
|
-1%
|
|
|
112
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.01M
|
-$211K
|
-5,925
|
-16%
|
|
|
113
|
Parallel Advisors
San Francisco,
California
|
$979K
|
-$5.66K
|
-159
|
-0.5%
|
|
|
114
|
Congress Wealth Management
Boston,
Massachusetts
|
$976K
|
+$126K
|
+3,529
|
+14%
|
|
|
115
|
GW & Wade
Wellesley,
Massachusetts
|
$974K
|
-$36
|
-1
|
-0%
|
|
|
116
|
Baystate Wealth Management
Boston,
Massachusetts
|
$961K
|
+$15.2K
|
+426
|
+2%
|
|
|
117
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$955K
|
-$288K
|
-8,084
|
-22%
|
|
|
118
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$955K
|
-$288K
|
-8,084
|
-22%
|
|
|
119
|
Affinity Capital Advisors
Berkeley,
California
|
$941K
|
-$226K
|
-6,337
|
-18%
|
|
|
120
|
Well Done LLC
Holland,
Michigan
|
$915K
|
–
|
–
|
–
|
|
|
121
|
Atria Wealth Solutions
New York
|
$893K
|
-$962K
|
-27,018
|
-51%
|
|
|
122
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$885K
|
-$13.9K
|
-390
|
-1%
|
|
|
123
|
Addison Advisors
Middlebury,
Vermont
|
$865K
|
+$86.7K
|
+2,435
|
+10%
|
|
|
124
|
Richard Bernstein Advisors
New York
|
$863K
|
+$913K
|
+25,645
|
New
|
|
|
125
|
Jones Financial Companies
Des Peres,
Missouri
|
$859K
|
+$77.5K
|
+2,178
|
+9%
|
|
