|
201
|
WealthCollab
Bellevue,
Washington
|
$2.95M
|
+$165K
|
+6,231
|
+6%
|
|
|
202
|
Summit Financial Strategies
Columbus,
Ohio
|
$2.93M
|
+$70.4K
|
+2,659
|
+2%
|
|
|
203
|
Revisor Wealth Management
Akron,
Ohio
|
$2.84M
|
+$990K
|
+37,426
|
+54%
|
|
|
204
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.83M
|
-$36.5K
|
-1,378
|
-1%
|
|
|
205
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$2.83M
|
+$8.73K
|
+330
|
+0.3%
|
|
|
206
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$2.79M
|
–
|
–
|
–
|
|
|
207
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.74M
|
+$45.4K
|
+1,715
|
+2%
|
|
|
208
|
K2 Financial
Glendora,
California
|
$2.74M
|
+$229K
|
+8,645
|
+9%
|
|
|
209
|
McLean Asset Management
Tysons,
Virginia
|
$2.71M
|
-$160K
|
-6,065
|
-6%
|
|
|
210
|
Comerica Bank
Dallas,
Texas
|
$2.71M
|
+$238K
|
+8,999
|
+10%
|
|
|
211
|
BCGM Wealth Management
Lafayette,
Indiana
|
$2.67M
|
+$48.2K
|
+1,820
|
+2%
|
|
|
212
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.66M
|
+$116K
|
+4,397
|
+5%
|
|
|
213
|
RHS Financial
San Francisco,
California
|
$2.66M
|
+$680K
|
+25,695
|
+35%
|
|
|
214
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.66M
|
-$356K
|
-13,447
|
-12%
|
|
|
215
|
Washington Trust
Westerly,
Rhode Island
|
$2.61M
|
-$34.7K
|
-1,311
|
-1%
|
|
|
216
|
Brown Wealth Management
Naperville,
Illinois
|
$2.57M
|
+$2.55M
|
+96,498
|
New
|
|
|
217
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.56M
|
+$125K
|
+4,722
|
+5%
|
|
|
218
|
Perigon Wealth Management
San Francisco,
California
|
$2.55M
|
+$290K
|
+10,952
|
+13%
|
|
|
219
|
Eagle Bay Advisors
New York
|
$2.48M
|
-$8.36K
|
-316
|
-0.3%
|
|
|
220
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.39M
|
+$100K
|
+3,798
|
+4%
|
|
|
221
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$2.37M
|
+$49.3K
|
+1,864
|
+2%
|
|
|
222
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.36M
|
+$17.1K
|
+645
|
+0.7%
|
|
|
223
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$2.34M
|
-$29.1K
|
-1,100
|
-1%
|
|
|
224
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.33M
|
+$27.7K
|
+1,047
|
+1%
|
|
|
225
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.32M
|
+$563K
|
+21,277
|
+32%
|
|
