|
176
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.19M
|
-$718K
|
-18,965
|
-35%
|
|
|
177
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.15M
|
+$115K
|
+3,044
|
+10%
|
|
|
178
|
Cooper Financial Group
Irvine,
California
|
$1.15M
|
-$9.77K
|
-258
|
-0.8%
|
|
|
179
|
Valicenti Advisory Services
Elmira,
New York
|
$1.1M
|
-$35K
|
-925
|
-3%
|
|
|
180
|
Veritable
Wilmington,
Delaware
|
$1.08M
|
-$115K
|
-3,050
|
-9%
|
|
|
181
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.08M
|
-$61.9K
|
-1,636
|
-5%
|
|
|
182
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.05M
|
-$4.09M
|
-108,064
|
-78%
|
|
|
183
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.04M
|
-$128K
|
-3,372
|
-10%
|
|
|
184
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.03M
|
-$109K
|
-2,888
|
-9%
|
|
|
185
|
Continuum Advisory
Eagle,
Idaho
|
$1.02M
|
-$181K
|
-4,781
|
-14%
|
|
|
186
|
Venturi Wealth Management
Austin,
Texas
|
$1.02M
|
+$1.14M
|
+30,000
|
New
|
|
|
187
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$1.01M
|
+$37.5K
|
+991
|
+3%
|
|
|
188
|
Rockefeller Capital Management
New York
|
$972K
|
-$10.2K
|
-270
|
-0.9%
|
|
|
189
|
Reston Wealth Management
Reston,
Virginia
|
$947K
|
+$10.9K
|
+288
|
+1%
|
|
|
190
|
|
$946K
|
+$1.85K
|
+49
|
+0.2%
|
|
|
191
|
Detalus Advisors
St. Louis,
Missouri
|
$946K
|
+$797K
|
+21,049
|
+312%
|
|
|
192
|
Sovereign Financial Group
Stamford,
Connecticut
|
$935K
|
-$33.8K
|
-893
|
-3%
|
|
|
193
|
Brown Financial Advisory
Fairhope,
Alabama
|
$932K
|
-$336K
|
-8,874
|
-24%
|
|
|
194
|
Claro Advisors
Boston,
Massachusetts
|
$922K
|
–
|
–
|
–
|
|
|
195
|
Stone Summit Wealth
Miami,
Florida
|
$921K
|
+$55.5K
|
+1,466
|
+6%
|
|
|
196
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$919K
|
-$14.3K
|
-379
|
-1%
|
|
|
197
|
Evermay Wealth Management
Arlington,
Virginia
|
$900K
|
+$252K
|
+6,663
|
+34%
|
|
|
198
|
Brookstone Capital Management
Wheaton,
Illinois
|
$899K
|
-$146K
|
-3,844
|
-13%
|
|
|
199
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$897K
|
+$449K
|
+11,862
|
+82%
|
|
|
200
|
Opal Wealth Advisors
Jericho,
New York
|
$895K
|
+$53.1K
|
+1,403
|
+6%
|
|
