|
201
|
NBT Bank
Norwich,
New York
|
$3.82M
|
+$474K
|
+7,264
|
+15%
|
|
|
202
|
Mercer Global Advisors
Denver,
Colorado
|
$3.78M
|
+$336K
|
+5,150
|
+10%
|
|
|
203
|
Soltis Investment Advisors
St. George,
Utah
|
$3.77M
|
–
|
–
|
–
|
|
|
204
|
MA Private Wealth
San Carlos,
California
|
$3.73M
|
-$96.3K
|
-1,475
|
-3%
|
|
|
205
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$3.67M
|
+$9.27K
|
+142
|
+0.3%
|
|
|
206
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$3.66M
|
+$68.5K
|
+1,050
|
+2%
|
|
|
207
|
Diversify Advisory Services
Sandy,
Utah
|
$3.65M
|
+$3.52M
|
+53,890
|
New
|
|
|
208
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$3.65M
|
+$3.51M
|
+53,723
|
New
|
|
|
209
|
Creekmur Asset Management
Morton,
Illinois
|
$3.63M
|
-$1.72M
|
-26,374
|
-33%
|
|
|
210
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$3.63M
|
-$84K
|
-1,286
|
-2%
|
|
|
211
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.62M
|
+$1.78M
|
+27,263
|
+104%
|
|
|
212
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$3.57M
|
-$59.5K
|
-911
|
-2%
|
|
|
213
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3.53M
|
+$71K
|
+1,088
|
+2%
|
|
|
214
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$3.5M
|
-$265K
|
-4,056
|
-7%
|
|
|
215
|
Alpha Financial Partners
Lexington,
Kentucky
|
$3.48M
|
+$125K
|
+1,908
|
+4%
|
|
|
216
|
Axiom Investors
Greenwich,
Connecticut
|
$3.47M
|
-$1.42M
|
-21,800
|
-30%
|
|
|
217
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$3.43M
|
-$3K
|
-46
|
-0.1%
|
|
|
218
|
Rather & Kittrell
Knoxville,
Tennessee
|
$3.43M
|
-$132K
|
-2,017
|
-4%
|
|
|
219
|
Integrated Advisors Network
Dallas,
Texas
|
$3.41M
|
+$115K
|
+1,759
|
+4%
|
|
|
220
|
Avantax Advisory Services
Dallas,
Texas
|
$3.36M
|
-$783
|
-12
|
-0%
|
|
|
221
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$3.34M
|
-$98.5K
|
-1,509
|
-3%
|
|
|
222
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.33M
|
-$65
|
-1
|
-0%
|
|
|
223
|
Gryphon Financial Partners
Columbus,
Ohio
|
$3.25M
|
+$97.4K
|
+1,492
|
+3%
|
|
|
224
|
Simplicity Wealth
Summit,
New Jersey
|
$3.23M
|
+$2.84M
|
+43,468
|
+1,066%
|
|
|
225
|
Penobscot Wealth Management
Portland,
Maine
|
$3.22M
|
+$196
|
+3
|
+0%
|
|
