|
101
|
SageView Advisory Group
Newport Beach,
California
|
$2.6M
|
-$7.54M
|
-246,226
|
Closed
|
|
|
102
|
Gould Capital
Tacoma,
Washington
|
$2.55M
|
+$53.9K
|
+1,761
|
+2%
|
|
|
103
|
Hudson Portfolio Management
Garrison,
New York
|
$2.47M
|
+$109K
|
+3,563
|
+5%
|
|
|
104
|
Aries Wealth Management
Portland,
Maine
|
$2.41M
|
–
|
–
|
–
|
|
|
105
|
Norway Savings Bank
Portland,
Maine
|
$2.32M
|
+$11.2K
|
+365
|
+0.5%
|
|
|
106
|
Caitlin John
Brighton,
Michigan
|
$2.26M
|
+$2.26M
|
+73,804
|
New
|
|
|
107
|
Corient Private Wealth
Miami,
Florida
|
$2.14M
|
-$341K
|
-11,146
|
-14%
|
|
|
108
|
Ocean Park Asset Management
Santa Monica,
California
|
$2.11M
|
-$13.1M
|
-429,000
|
-86%
|
|
|
109
|
Elevated Capital Advisors
Sandy,
Utah
|
$2.11M
|
-$1.17M
|
-38,370
|
-36%
|
|
|
110
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.08M
|
-$562K
|
-18,374
|
-21%
|
|
|
111
|
Nilsine Partners
Greenwood Village,
Colorado
|
$2.02M
|
+$37.1K
|
+1,211
|
+2%
|
|
|
112
|
Pictet Asset Management
Carouge,
Switzerland
|
$1.98M
|
-$180K
|
-5,890
|
-8%
|
|
|
113
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.9M
|
+$24K
|
+785
|
+1%
|
|
|
114
|
First National Corp
Rockland,
Massachusetts
|
$1.88M
|
-$199K
|
-6,511
|
-10%
|
|
|
115
|
Range Financial Group
Tigard,
Oregon
|
$1.82M
|
+$94.6K
|
+3,090
|
+5%
|
|
|
116
|
PFG Advisors
Phoenix,
Arizona
|
$1.64M
|
+$92.4K
|
+3,019
|
+6%
|
|
|
117
|
Hilltop Holdings
Dallas,
Texas
|
$1.61M
|
+$23K
|
+751
|
+1%
|
|
|
118
|
IHT Wealth Management
Chicago,
Illinois
|
$1.58M
|
-$73.5K
|
-2,400
|
-4%
|
|
|
119
|
First Trust Advisors
Wheaton,
Illinois
|
$1.56M
|
-$134K
|
-4,389
|
-8%
|
|
|
120
|
Guggenheim Capital
Chicago,
Illinois
|
$1.52M
|
+$59.3K
|
+1,938
|
+4%
|
|
|
121
|
|
$1.51M
|
+$1.51M
|
+49,390
|
New
|
|
|
122
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.45M
|
-$869K
|
-28,386
|
-37%
|
|
|
123
|
Atria Wealth Solutions
New York
|
$1.44M
|
-$1.33M
|
-43,521
|
-48%
|
|
|
124
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.42M
|
+$176K
|
+5,750
|
+14%
|
|
|
125
|
Bank of New York Mellon
New York
|
$1.37M
|
-$301K
|
-9,818
|
-18%
|
|
