|
101
|
Summit Wealth Group
White River Junction,
Vermont
|
$971K
|
-$74.1K
|
-2,943
|
-7%
|
|
|
102
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$963K
|
-$13.3K
|
-527
|
-1%
|
|
|
103
|
|
$933K
|
-$40.6K
|
-1,611
|
-4%
|
|
|
104
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$932K
|
+$37.8K
|
+1,500
|
+4%
|
|
|
105
|
Decker Retirement Planning
Levi,
Utah
|
$931K
|
-$67.1K
|
-2,666
|
-7%
|
|
|
106
|
Franklin Resources
San Mateo,
California
|
$906K
|
+$44.7K
|
+1,773
|
+5%
|
|
|
107
|
CX Institutional
Auburn,
Indiana
|
$880K
|
+$20.2K
|
+801
|
+2%
|
|
|
108
|
Level Financial Advisors
East Amherst,
New York
|
$874K
|
-$41.7K
|
-1,657
|
-5%
|
|
|
109
|
Cantor Fitzgerald Investment Advisors
New York
|
$847K
|
+$21.3K
|
+844
|
+3%
|
|
|
110
|
Fairview Capital Investment Management
Greenbrae,
California
|
$825K
|
–
|
–
|
–
|
|
|
111
|
Novare Capital Management
Charlotte,
North Carolina
|
$762K
|
+$62.1K
|
+2,465
|
+9%
|
|
|
112
|
SageView Advisory Group
Newport Beach,
California
|
$744K
|
+$16.2K
|
+645
|
+2%
|
|
|
113
|
Westfuller Advisors
New York
|
$724K
|
+$6.07K
|
+241
|
+0.8%
|
|
|
114
|
Hardy Reed
Tupelo,
Mississippi
|
$722K
|
+$6.83K
|
+271
|
+1%
|
|
|
115
|
Rockefeller Capital Management
New York
|
$703K
|
+$8.13K
|
+323
|
+1%
|
|
|
116
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$690K
|
+$209K
|
+8,292
|
+43%
|
|
|
117
|
VERITY Wealth Advisors
Sausalito,
United States
|
$666K
|
–
|
–
|
–
|
|
|
118
|
Aprio Wealth Management
Atlanta,
Georgia
|
$662K
|
-$91.2K
|
-3,623
|
-12%
|
|
|
119
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$662K
|
+$41.6K
|
+1,653
|
+7%
|
|
|
120
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$641K
|
+$213K
|
+8,464
|
+50%
|
|
|
121
|
|
$634K
|
-$519K
|
-20,619
|
-45%
|
|
|
122
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$628K
|
+$1.66K
|
+66
|
+0.3%
|
|
|
123
|
Cresset Asset Management
Chicago,
Illinois
|
$624K
|
–
|
–
|
–
|
|
|
124
|
Arrow Financial
Glens Falls,
New York
|
$621K
|
–
|
–
|
–
|
|
|
125
|
Journey Strategic Wealth
Summit,
New Jersey
|
$611K
|
+$54.7K
|
+2,171
|
+10%
|
|
