|
101
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.42M
|
–
|
–
|
–
|
|
|
102
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.42M
|
-$142K
|
-2,406
|
-9%
|
|
|
103
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.39M
|
+$3.24K
|
+55
|
+0.2%
|
|
|
104
|
Libra Wealth
Los Gatos,
California
|
$1.33M
|
+$72.5K
|
+1,230
|
+6%
|
|
|
105
|
Perigon Wealth Management
San Francisco,
California
|
$1.32M
|
+$1.27M
|
+21,477
|
New
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$1.26M
|
+$778K
|
+13,192
|
+181%
|
|
|
107
|
UMB Bank
Kansas City,
Missouri
|
$1.26M
|
–
|
–
|
–
|
|
|
108
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.23M
|
+$8.96K
|
+152
|
+0.8%
|
|
|
109
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.18M
|
-$2.1M
|
-35,571
|
-65%
|
|
|
110
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.17M
|
+$53.3K
|
+904
|
+5%
|
|
|
111
|
Financial Council
Towson,
Maryland
|
$1.16M
|
-$20.2K
|
-343
|
-2%
|
|
|
112
|
Sapient Capital
Indianapolis,
Indiana
|
$1.15M
|
+$735K
|
+12,461
|
+201%
|
|
|
113
|
Hardy Reed
Tupelo,
Mississippi
|
$1.1M
|
+$20.3K
|
+345
|
+2%
|
|
|
114
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.09M
|
+$97.4K
|
+1,651
|
+10%
|
|
|
115
|
WealthCollab
Bellevue,
Washington
|
$1.08M
|
+$105K
|
+1,780
|
+11%
|
|
|
116
|
Family CFO
Los Altos,
California
|
$1.08M
|
+$14.5K
|
+245
|
+1%
|
|
|
117
|
Choreo LLC
Rockford,
Illinois
|
$1.05M
|
–
|
–
|
–
|
|
|
118
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.04M
|
+$6.55K
|
+111
|
+0.6%
|
|
|
119
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.03M
|
+$49K
|
+830
|
+5%
|
|
|
120
|
LexAurum Advisors
Overland Park,
Kansas
|
$967K
|
+$389K
|
+6,597
|
+72%
|
|
|
121
|
Opes Wealth Management
Menlo Park,
California
|
$965K
|
+$18.3K
|
+310
|
+2%
|
|
|
122
|
Corrigan Financial
Middletown,
Rhode Island
|
$942K
|
+$11.7K
|
+198
|
+1%
|
|
|
123
|
Parallel Advisors
San Francisco,
California
|
$919K
|
-$1.53K
|
-26
|
-0.2%
|
|
|
124
|
Amara Financial
San Francisco,
California
|
$919K
|
+$881K
|
+14,933
|
New
|
|
|
125
|
Ramirez Asset Management
New York
|
$910K
|
+$258K
|
+4,379
|
+42%
|
|
