|
126
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.35M
|
-$26.2K
|
-372
|
-2%
|
|
|
127
|
Libra Wealth
Los Gatos,
California
|
$1.33M
|
-$86.5K
|
-1,226
|
-6%
|
|
|
128
|
Addison Advisors
Middlebury,
Vermont
|
$1.32M
|
-$8.68K
|
-123
|
-0.7%
|
|
|
129
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.32M
|
+$7.41K
|
+105
|
+0.6%
|
|
|
130
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.27M
|
-$114K
|
-1,614
|
-8%
|
|
|
131
|
Financial Council
Towson,
Maryland
|
$1.25M
|
-$40.1K
|
-569
|
-3%
|
|
|
132
|
Old Peak Finance
Chapel Hill,
North Carolina
|
$1.24M
|
+$1.22M
|
+17,354
|
New
|
|
|
133
|
CGN Advisors
Manhattan,
Kansas
|
$1.24M
|
-$140K
|
-1,988
|
-10%
|
|
|
134
|
Choreo LLC
Rockford,
Illinois
|
$1.23M
|
–
|
–
|
–
|
|
|
135
|
|
$1.23M
|
-$36.5K
|
-517
|
-3%
|
|
|
136
|
WealthCollab
Bellevue,
Washington
|
$1.21M
|
+$5.5K
|
+78
|
+0.5%
|
|
|
137
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.2M
|
-$37.5K
|
-532
|
-3%
|
|
|
138
|
Family CFO
Los Altos,
California
|
$1.19M
|
+$141
|
+2
|
+0%
|
|
|
139
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$1.17M
|
+$198K
|
+2,800
|
+21%
|
|
|
140
|
Franklin Resources
San Mateo,
California
|
$1.16M
|
+$13.5K
|
+192
|
+1%
|
|
|
141
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.16M
|
+$223K
|
+3,163
|
+24%
|
|
|
142
|
Amara Financial
San Francisco,
California
|
$1.15M
|
-$705
|
-10
|
-0.1%
|
|
|
143
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.15M
|
+$300K
|
+4,258
|
+36%
|
|
|
144
|
Sapient Capital
Indianapolis,
Indiana
|
$1.12M
|
+$52.1K
|
+739
|
+5%
|
|
|
145
|
Skyline Advisors
Bellingham,
Washington
|
$1.11M
|
-$99.9K
|
-1,416
|
-8%
|
|
|
146
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1.11M
|
-$950K
|
-13,463
|
-91%
|
|
|
147
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.1M
|
+$7.97K
|
+113
|
+0.7%
|
|
|
148
|
Harbour Investments
Madison,
Wisconsin
|
$1.08M
|
-$118K
|
-1,667
|
-10%
|
|
|
149
|
Bank of New York Mellon
New York
|
$1.07M
|
-$3.01M
|
-42,715
|
-74%
|
|
|
150
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$1.06M
|
+$3.17K
|
+45
|
+0.3%
|
|
