|
201
|
CVA Family Office
Denver,
Colorado
|
$2.33M
|
+$151K
|
+6,589
|
+7%
|
|
|
202
|
NWAM LLC
Mercer Island,
Washington
|
$2.32M
|
+$607K
|
+26,503
|
+36%
|
|
|
203
|
Cooper Financial Group
Irvine,
California
|
$2.32M
|
+$249K
|
+10,860
|
+12%
|
|
|
204
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$2.27M
|
-$159K
|
-6,943
|
-7%
|
|
|
205
|
Omega Financial Group
Santa Barbara,
California
|
$2.27M
|
+$5.89K
|
+257
|
+0.3%
|
|
|
206
|
Bangor Savings Bank
Bangor,
Maine
|
$2.26M
|
+$3.46K
|
+151
|
+0.2%
|
|
|
207
|
Zhang Financial
Portage,
Michigan
|
$2.24M
|
+$1.36M
|
+59,260
|
+158%
|
|
|
208
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$2.22M
|
-$278K
|
-12,150
|
-11%
|
|
|
209
|
Diversify Wealth Management
Sandy,
Utah
|
$2.21M
|
-$197K
|
-8,614
|
-8%
|
|
|
210
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.21M
|
-$763K
|
-33,289
|
-26%
|
|
|
211
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.16M
|
+$252K
|
+11,022
|
+13%
|
|
|
212
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$2.16M
|
-$386K
|
-16,845
|
-15%
|
|
|
213
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$2.15M
|
+$34.4K
|
+1,502
|
+1%
|
|
|
214
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$2.07M
|
+$171K
|
+7,485
|
+9%
|
|
|
215
|
RDA Financial Network
Akron,
Iowa
|
$2.07M
|
-$182K
|
-7,955
|
-8%
|
|
|
216
|
AlphaCore Capital
La Jolla,
California
|
$2.07M
|
+$120K
|
+5,227
|
+6%
|
|
|
217
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.06M
|
-$118K
|
-5,156
|
-5%
|
|
|
218
|
Oldfather Financial Services
Kearney,
Nebraska
|
$2.06M
|
+$108K
|
+4,728
|
+6%
|
|
|
219
|
Elios Financial Group
Westlake,
Ohio
|
$2.04M
|
-$14.9K
|
-650
|
-0.7%
|
|
|
220
|
Ballast Advisors
Woodbury,
Minnesota
|
$2.04M
|
+$39K
|
+1,704
|
+2%
|
|
|
221
|
Act Wealth Management
Plano,
Texas
|
$2.03M
|
+$98.8K
|
+4,313
|
+5%
|
|
|
222
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.02M
|
-$118K
|
-5,149
|
-6%
|
|
|
223
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2M
|
-$171K
|
-7,463
|
-8%
|
|
|
224
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2M
|
-$171K
|
-7,463
|
-8%
|
|
|
225
|
Sutton Place Investors
Katonah,
New York
|
$1.99M
|
-$50.7K
|
-2,215
|
-3%
|
|
