|
126
|
Summit Wealth Group
White River Junction,
Vermont
|
$930K
|
+$2.85K
|
+114
|
+0.3%
|
|
|
127
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$908K
|
-$181K
|
-7,227
|
-17%
|
|
|
128
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$906K
|
+$62.3K
|
+2,493
|
+7%
|
|
|
129
|
Level Financial Advisors
East Amherst,
New York
|
$881K
|
+$10.4K
|
+415
|
+1%
|
|
|
130
|
Farther Finance Advisors
San Francisco,
California
|
$880K
|
+$356K
|
+14,226
|
+68%
|
|
|
131
|
SigFig Wealth Management
San Francisco,
California
|
$872K
|
+$871K
|
+34,853
|
New
|
|
|
132
|
Arrow Financial
Glens Falls,
New York
|
$863K
|
–
|
–
|
–
|
|
|
133
|
Rockefeller Capital Management
New York
|
$861K
|
+$1.05K
|
+42
|
+0.1%
|
|
|
134
|
TD Private Client Wealth
New York
|
$859K
|
+$39.9K
|
+1,596
|
+5%
|
|
|
135
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$845K
|
+$845K
|
+33,818
|
New
|
|
|
136
|
Fairview Capital Investment Management
Greenbrae,
California
|
$830K
|
–
|
–
|
–
|
|
|
137
|
Steward Partners Investment Advisory
New York
|
$805K
|
+$680K
|
+27,189
|
+541%
|
|
|
138
|
Hardy Reed
Tupelo,
Mississippi
|
$797K
|
+$8.1K
|
+324
|
+1%
|
|
|
139
|
Creative Planning
Overland Park,
Kansas
|
$797K
|
-$145K
|
-5,783
|
-15%
|
|
|
140
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$768K
|
–
|
–
|
–
|
|
|
141
|
LexAurum Advisors
Overland Park,
Kansas
|
$767K
|
+$164K
|
+6,557
|
+27%
|
|
|
142
|
Mason & Associates (California)
Los Angeles,
California
|
$763K
|
+$7.4K
|
+296
|
+1%
|
|
|
143
|
Westfuller Advisors
New York
|
$746K
|
-$184K
|
-7,360
|
-20%
|
|
|
144
|
Eley Financial Management
South Burlington,
Vermont
|
$745K
|
+$30K
|
+1,201
|
+4%
|
|
|
145
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$737K
|
+$76.9K
|
+3,077
|
+12%
|
|
|
146
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$731K
|
+$43.5K
|
+1,741
|
+6%
|
|
|
147
|
Skyline Advisors
Bellingham,
Washington
|
$718K
|
+$718K
|
+28,744
|
New
|
|
|
148
|
Avidian Wealth Enterprises
Houston,
Texas
|
$697K
|
+$87.3K
|
+3,493
|
+14%
|
|
|
149
|
Advisornet Financial
Minnetonka,
Minnesota
|
$693K
|
+$484K
|
+19,349
|
+231%
|
|
|
150
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$678K
|
+$678K
|
+27,130
|
New
|
|
