|
1001
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$894K
|
+$213K
|
+4,397
|
+33%
|
|
|
1002
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$893K
|
-$139K
|
-2,862
|
-14%
|
|
|
1003
|
CGC Financial Services
Lake Oswego,
Oregon
|
$892K
|
+$850K
|
+17,553
|
+21,941%
|
|
|
1004
|
Lake Street Private Wealth
Chicago,
Illinois
|
$891K
|
-$11.9K
|
-246
|
-1%
|
|
|
1005
|
Verum Partners
Charlotte,
North Carolina
|
$887K
|
-$147K
|
-3,028
|
-15%
|
|
|
1006
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$883K
|
-$13.2K
|
-273
|
-2%
|
|
|
1007
|
Vontobel Holding
Zurich,
Switzerland
|
$872K
|
+$14.1K
|
+292
|
+2%
|
|
|
1008
|
Diversified Trust
Memphis,
Tennessee
|
$871K
|
-$91.7K
|
-1,894
|
-10%
|
|
|
1009
|
Cohen Capital Management
Corte Madera,
California
|
$871K
|
–
|
–
|
–
|
|
|
1010
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$866K
|
-$201K
|
-4,150
|
-20%
|
|
|
1011
|
Howe & Rusling
Rochester,
New York
|
$864K
|
+$23.6K
|
+487
|
+3%
|
|
|
1012
|
tru Independence
Portland,
Oregon
|
$863K
|
-$1.03M
|
-21,325
|
-56%
|
|
|
1013
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$861K
|
+$549K
|
+11,336
|
+199%
|
|
|
1014
|
Greenline Partners
New York
|
$857K
|
+$6.93K
|
+143
|
+0.9%
|
|
|
1015
|
MV Capital Management
Bethesda,
Maryland
|
$856K
|
–
|
–
|
–
|
|
|
1016
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$856K
|
+$63.1K
|
+1,303
|
+8%
|
|
|
1017
|
New Republic Capital
Charlotte,
North Carolina
|
$853K
|
-$63.2K
|
-1,304
|
-7%
|
|
|
1018
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$853K
|
-$22.2K
|
-458
|
-3%
|
|
|
1019
|
Cypress Capital Group
Palm Beach,
Florida
|
$850K
|
-$28.5K
|
-589
|
-3%
|
|
|
1020
|
Journey Strategic Wealth
Summit,
New Jersey
|
$849K
|
-$88.6K
|
-1,829
|
-10%
|
|
|
1021
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$845K
|
+$7.85K
|
+162
|
+1%
|
|
|
1022
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$840K
|
+$12.3K
|
+253
|
+2%
|
|
|
1023
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$833K
|
+$4.84K
|
+100
|
+0.6%
|
|
|
1024
|
Redwood Investment Management
Scottsdale,
Arizona
|
$826K
|
+$186K
|
+3,835
|
+31%
|
|
|
1025
|
Clear Creek Financial Management
Silverdale,
Washington
|
$825K
|
+$314K
|
+6,485
|
+66%
|
|
