|
201
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$675K
|
-$25K
|
-1,135
|
-4%
|
|
|
202
|
Gradient Capital Advisors
San Diego,
California
|
$657K
|
–
|
–
|
–
|
|
|
203
|
Great Diamond Partners
Portland,
Maine
|
$657K
|
+$160K
|
+7,267
|
+32%
|
|
|
204
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$645K
|
+$25.6K
|
+1,161
|
+4%
|
|
|
205
|
Dearborn Partners
Chicago,
Illinois
|
$624K
|
+$19.9K
|
+902
|
+3%
|
|
|
206
|
Redwood Financial Network
Solon,
Ohio
|
$616K
|
+$115K
|
+5,238
|
+23%
|
|
|
207
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$577K
|
+$330K
|
+14,960
|
+131%
|
|
|
208
|
XML Financial
Bethesda,
Maryland
|
$573K
|
+$60.3K
|
+2,736
|
+12%
|
|
|
209
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$569K
|
–
|
–
|
–
|
|
|
210
|
Hills Bank & Trust
North Liberty,
Iowa
|
$567K
|
+$571K
|
+25,900
|
New
|
|
|
211
|
Kestra Private Wealth Services
Austin,
Texas
|
$566K
|
+$57.5K
|
+2,606
|
+11%
|
|
|
212
|
|
$560K
|
+$564K
|
+25,574
|
New
|
|
|
213
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$557K
|
-$272K
|
-12,330
|
-33%
|
|
|
214
|
Hyposwiss Advisors
Geneva,
|
$556K
|
-$22.6K
|
-1,025
|
-4%
|
|
|
215
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$536K
|
+$32.2K
|
+1,462
|
+6%
|
|
|
216
|
CGN Advisors
Manhattan,
Kansas
|
$530K
|
-$278K
|
-12,590
|
-34%
|
|
|
217
|
CFO Capital Management
Fairfield,
Connecticut
|
$526K
|
+$59.1K
|
+2,682
|
+13%
|
|
|
218
|
Stokes Family Office
New Orleans,
Louisiana
|
$522K
|
–
|
–
|
–
|
|
|
219
|
Summitry LLC
Foster City,
California
|
$513K
|
+$517K
|
+23,450
|
New
|
|
|
220
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$511K
|
+$61K
|
+2,766
|
+13%
|
|
|
221
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$478K
|
+$162K
|
+7,337
|
+51%
|
|
|
222
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$472K
|
+$200K
|
+9,049
|
+72%
|
|
|
223
|
Neuberger Berman Group
New York
|
$461K
|
-$27.6K
|
-1,250
|
-6%
|
|
|
224
|
MLP3 LLC
Linwood,
New Jersey
|
$456K
|
+$250K
|
+11,323
|
+119%
|
|
|
225
|
Advisory Services Network
Atlanta,
Georgia
|
$454K
|
-$14.1K
|
-640
|
-3%
|
|
