|
801
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.17M
|
+$1.14M
|
+25,013
|
New
|
|
|
802
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.15M
|
+$111K
|
+2,446
|
+11%
|
|
|
803
|
Sensible Money
Scottsdale,
Arizona
|
$1.14M
|
+$1.11M
|
+24,395
|
New
|
|
|
804
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.13M
|
+$728
|
+16
|
+0.1%
|
|
|
805
|
C2C Wealth Management
Scottsdale,
Arizona
|
$1.13M
|
-$67.7K
|
-1,489
|
-6%
|
|
|
806
|
Ancora Advisors
Cleveland,
Ohio
|
$1.12M
|
-$892K
|
-19,604
|
-45%
|
|
|
807
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$1.12M
|
–
|
–
|
–
|
|
|
808
|
Patron Partners
Houston,
Texas
|
$1.11M
|
-$33.6K
|
-739
|
-3%
|
|
|
809
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.09M
|
-$790K
|
-17,373
|
-43%
|
|
|
810
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.09M
|
+$863K
|
+18,985
|
+429%
|
|
|
811
|
Keel Point
Huntsville,
Alabama
|
$1.09M
|
-$193K
|
-4,239
|
-15%
|
|
|
812
|
ICA Group Wealth Management
Denver,
Colorado
|
$1.09M
|
-$436K
|
-9,576
|
-29%
|
|
|
813
|
Boyd Wealth Management
Sacramento,
California
|
$1.08M
|
+$477K
|
+10,482
|
+83%
|
|
|
814
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.07M
|
-$2.73K
|
-60
|
-0.3%
|
|
|
815
|
GeoWealth Management
Chicago,
Illinois
|
$1.07M
|
-$1.08M
|
-23,814
|
-51%
|
|
|
816
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.07M
|
-$39.6K
|
-871
|
-4%
|
|
|
817
|
Quantinno Capital Management
New York
|
$1.06M
|
-$45.2K
|
-994
|
-4%
|
|
|
818
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$1.06M
|
+$1.03M
|
+22,732
|
New
|
|
|
819
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.05M
|
+$255K
|
+5,606
|
+33%
|
|
|
820
|
JGP Wealth Management
Bend,
Oregon
|
$1.04M
|
+$139K
|
+3,067
|
+16%
|
|
|
821
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.04M
|
-$322K
|
-7,078
|
-24%
|
|
|
822
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.04M
|
-$149K
|
-3,281
|
-13%
|
|
|
823
|
Eagle Bay Advisors
New York
|
$1.04M
|
+$1.01M
|
+22,203
|
+28,105%
|
|
|
824
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.04M
|
+$43K
|
+946
|
+4%
|
|
|
825
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.03M
|
-$168K
|
-3,694
|
-14%
|
|
