|
201
|
|
$1.36M
|
+$1.39M
|
+29,570
|
New
|
|
|
202
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.35M
|
+$435K
|
+9,280
|
+46%
|
|
|
203
|
|
$1.34M
|
+$136K
|
+2,894
|
+11%
|
|
|
204
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.34M
|
+$372K
|
+7,925
|
+37%
|
|
|
205
|
Peninsula Wealth
San Francisco,
California
|
$1.3M
|
+$1.32M
|
+28,260
|
New
|
|
|
206
|
|
$1.27M
|
+$115K
|
+2,462
|
+10%
|
|
|
207
|
Gentry Private Wealth
Wichita,
Kansas
|
$1.23M
|
-$42.8K
|
-914
|
-3%
|
|
|
208
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.16M
|
-$18.3M
|
-391,411
|
-94%
|
|
|
209
|
Matthew Hamilton Rosenberg
|
$1.14M
|
+$189K
|
+4,032
|
+19%
|
|
|
210
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.14M
|
+$48.4K
|
+1,033
|
+4%
|
|
|
211
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$1.1M
|
+$1.11M
|
+23,769
|
New
|
|
|
212
|
Farther Finance Advisors
San Francisco,
California
|
$1.06M
|
-$399K
|
-8,512
|
-27%
|
|
|
213
|
FWG Holdings
Winter Park,
Florida
|
$1.05M
|
-$10.4K
|
-222
|
-1%
|
|
|
214
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.03M
|
-$414K
|
-8,836
|
-28%
|
|
|
215
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.02M
|
-$204K
|
-4,350
|
-16%
|
|
|
216
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.02M
|
+$371K
|
+7,913
|
+56%
|
|
|
217
|
Wealthspire Advisors (New York)
New York
|
$1.01M
|
-$1.06M
|
-22,661
|
-51%
|
|
|
218
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$978K
|
+$403K
|
+8,595
|
+68%
|
|
|
219
|
GeoWealth Management
Chicago,
Illinois
|
$956K
|
-$68.7K
|
-1,466
|
-7%
|
|
|
220
|
Wayfinding Financial
Lynnwood,
Washington
|
$912K
|
+$113K
|
+2,420
|
+14%
|
|
|
221
|
IMS Capital Management
Portland,
Oregon
|
$906K
|
–
|
–
|
–
|
|
|
222
|
Davenport & Co
Richmond,
Virginia
|
$903K
|
+$247K
|
+5,269
|
+37%
|
|
|
223
|
Coordinated Financial Services
Denver,
Colorado
|
$890K
|
+$906K
|
+19,324
|
New
|
|
|
224
|
CRA Financial Services
Northfield,
New Jersey
|
$829K
|
+$196K
|
+4,187
|
+30%
|
|
|
225
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$818K
|
–
|
–
|
–
|
|
