|
201
|
Momentous Wealth Management
Vancouver,
Washington
|
$15.5M
|
-$970K
|
-38,148
|
-6%
|
|
|
202
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$15.4M
|
-$38K
|
-1,492
|
-0.2%
|
|
|
203
|
Fort Point Capital Partners
San Francisco,
California
|
$15.3M
|
-$140K
|
-5,492
|
-0.9%
|
|
|
204
|
Envision Financial
Brookfield,
Wisconsin
|
$15.3M
|
-$319K
|
-12,543
|
-2%
|
|
|
205
|
|
$15.2M
|
+$763K
|
+29,977
|
+5%
|
|
|
206
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$15M
|
-$1.41M
|
-55,372
|
-8%
|
|
|
207
|
|
$14.9M
|
-$36.5M
|
-1,434,075
|
-70%
|
|
|
208
|
Freestate Advisors
Overland Park,
Kansas
|
$14.8M
|
-$268K
|
-10,549
|
-2%
|
|
|
209
|
Powers Advisory Group
Highland,
Illinois
|
$14.8M
|
+$662K
|
+26,027
|
+5%
|
|
|
210
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.6M
|
+$3.49M
|
+137,148
|
+30%
|
|
|
211
|
Meridian Wealth Management
Lexington,
Kentucky
|
$14.6M
|
+$279K
|
+10,975
|
+2%
|
|
|
212
|
MYeCFO
La Jolla,
California
|
$14.5M
|
-$277K
|
-10,900
|
-2%
|
|
|
213
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$14.5M
|
+$1.37M
|
+54,035
|
+10%
|
|
|
214
|
Zhang Financial
Portage,
Michigan
|
$14.4M
|
+$1.63M
|
+64,051
|
+12%
|
|
|
215
|
RWA Wealth Partners
Newton,
Massachusetts
|
$14.3M
|
+$121K
|
+4,742
|
+0.8%
|
|
|
216
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$14.2M
|
+$400K
|
+15,717
|
+3%
|
|
|
217
|
Seneca Financial Advisors
Rochester,
New York
|
$14.2M
|
-$1.31M
|
-51,632
|
-8%
|
|
|
218
|
Kestra Advisory Services
Austin,
Texas
|
$14.2M
|
+$903K
|
+35,498
|
+7%
|
|
|
219
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$14.1M
|
+$1.39M
|
+54,788
|
+11%
|
|
|
220
|
Power Wealth Management
Alpharetta,
Georgia
|
$14.1M
|
+$285K
|
+11,221
|
+2%
|
|
|
221
|
Denver PWM
Denver,
Colorado
|
$14M
|
-$7.63M
|
-299,874
|
-37%
|
|
|
222
|
Brightwater Advisory
Tampa,
Florida
|
$13.9M
|
+$432K
|
+16,990
|
+3%
|
|
|
223
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$13.9M
|
-$46.3K
|
-1,822
|
-0.3%
|
|
|
224
|
Bell Investment Advisors
Oakland,
California
|
$13.8M
|
-$330K
|
-12,956
|
-2%
|
|
|
225
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$13.8M
|
+$119K
|
+4,681
|
+0.8%
|
|
