|
201
|
Ballentine Partners
Waltham,
Massachusetts
|
$317K
|
+$297K
|
+5,741
|
New
|
|
|
202
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$312K
|
+$22.3K
|
+431
|
+8%
|
|
|
203
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$311K
|
-$29.9K
|
-579
|
-9%
|
|
|
204
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$308K
|
-$34.6K
|
-669
|
-11%
|
|
|
205
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$301K
|
+$2.12K
|
+41
|
+0.8%
|
|
|
206
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$301K
|
+$24.9K
|
+482
|
+10%
|
|
|
207
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$299K
|
–
|
–
|
–
|
|
|
208
|
Passive Capital Management
Baltimore,
Maryland
|
$297K
|
+$51.7K
|
+1,000
|
+23%
|
|
|
209
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$288K
|
–
|
–
|
–
|
|
|
210
|
McLean Asset Management
Tysons,
Virginia
|
$286K
|
+$272K
|
+5,262
|
New
|
|
|
211
|
Martel Wealth Advisors
Vancouver,
Washington
|
$286K
|
+$12K
|
+233
|
+5%
|
|
|
212
|
Carson Advisory
Athens,
Georgia
|
$282K
|
-$5.17K
|
-100
|
-2%
|
|
|
213
|
Farther Finance Advisors
San Francisco,
California
|
$281K
|
-$70.4K
|
-1,363
|
-21%
|
|
|
214
|
Level Financial Advisors
East Amherst,
New York
|
$272K
|
–
|
–
|
–
|
|
|
215
|
Lindbrook Capital
Calabasas,
California
|
$270K
|
+$19.6K
|
+380
|
+8%
|
|
|
216
|
Atria Wealth Solutions
New York
|
$270K
|
+$252K
|
+4,883
|
New
|
|
|
217
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$270K
|
–
|
–
|
–
|
|
|
218
|
Stifel Financial
St. Louis,
Missouri
|
$269K
|
+$252K
|
+4,871
|
New
|
|
|
219
|
Bristlecone Advisors
Bellevue,
Washington
|
$269K
|
–
|
–
|
–
|
|
|
220
|
M&T Bank
Buffalo,
New York
|
$268K
|
-$13.3K
|
-257
|
-5%
|
|
|
221
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$267K
|
+$250K
|
+4,830
|
New
|
|
|
222
|
Richard Bernstein Advisors
New York
|
$266K
|
-$59.7K
|
-1,155
|
-19%
|
|
|
223
|
Laurel Wealth Planning
Edina,
Minnesota
|
$258K
|
+$6.1K
|
+118
|
+3%
|
|
|
224
|
United Capital Financial Advisors
Irving,
Texas
|
$258K
|
-$1.86K
|
-36
|
-0.8%
|
|
|
225
|
BBJS Financial Advisors
Seattle,
Washington
|
$253K
|
+$2.38K
|
+46
|
+1%
|
|
