|
51
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2M
|
+$207K
|
+8,067
|
+12%
|
|
|
52
|
Valmark Advisers
Akron,
Ohio
|
$2M
|
+$135K
|
+5,253
|
+7%
|
|
|
53
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.91M
|
+$262K
|
+10,200
|
+16%
|
|
|
54
|
Spinnaker Trust
Portland,
Maine
|
$1.91M
|
+$240K
|
+9,358
|
+14%
|
|
|
55
|
Blue Square Asset Management
New York
|
$1.88M
|
+$1.11M
|
+43,389
|
+143%
|
|
|
56
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.86M
|
+$35.8K
|
+1,394
|
+2%
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.85M
|
-$102K
|
-3,981
|
-5%
|
|
|
58
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.84M
|
+$62.7K
|
+2,445
|
+4%
|
|
|
59
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.75M
|
-$24.9K
|
-969
|
-1%
|
|
|
60
|
Granite Harbor Advisors
Houston,
Texas
|
$1.62M
|
–
|
–
|
–
|
|
|
61
|
RIA Advisory Group
Des Moines,
Iowa
|
$1.43M
|
+$23.7K
|
+922
|
+2%
|
|
|
62
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$1.39M
|
–
|
–
|
–
|
|
|
63
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.35M
|
-$180K
|
-7,025
|
-12%
|
|
|
64
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.33M
|
+$5.46K
|
+213
|
+0.4%
|
|
|
65
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$1.31M
|
+$57.8K
|
+2,252
|
+5%
|
|
|
66
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.25M
|
–
|
–
|
–
|
|
|
67
|
Lantz Financial
Naperville,
Illinois
|
$1.2M
|
+$100K
|
+3,916
|
+9%
|
|
|
68
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$1.2M
|
+$300K
|
+11,700
|
+33%
|
|
|
69
|
SummitPoint Capital Management
Littleton,
Colorado
|
$1.17M
|
+$1.18M
|
+45,927
|
New
|
|
|
70
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.16M
|
+$73.5K
|
+2,865
|
+7%
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$1.15M
|
+$231
|
+9
|
+0%
|
|
|
72
|
Avail Investment Partners
Lemont,
Pennsylvania
|
$1.15M
|
+$1.15M
|
+44,965
|
New
|
|
|
73
|
Investment Research Partners
Lemont,
Pennsylvania
|
$1.15M
|
+$1.15M
|
+44,965
|
New
|
|
|
74
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.15M
|
+$48.6K
|
+1,894
|
+4%
|
|
|
75
|
Envision Financial Planning
Memphis,
Tennessee
|
$1.14M
|
+$22.1K
|
+862
|
+2%
|
|
