|
126
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.73M
|
+$460K
|
+8,631
|
+21%
|
|
|
127
|
|
$2.73M
|
+$1.52M
|
+28,585
|
+131%
|
|
|
128
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$2.68M
|
-$598K
|
-11,219
|
-18%
|
|
|
129
|
Elm Advisors
Burlingame,
California
|
$2.62M
|
-$7.19K
|
-135
|
-0.3%
|
|
|
130
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$2.62M
|
+$147K
|
+2,753
|
+6%
|
|
|
131
|
Capital One Financial
Mclean,
Virginia
|
$2.59M
|
+$194K
|
+3,634
|
+8%
|
|
|
132
|
BOK Financial
Tulsa,
Oklahoma
|
$2.54M
|
+$1.25M
|
+23,439
|
+99%
|
|
|
133
|
Eagle Global Advisors
Houston,
Texas
|
$2.5M
|
+$68.5K
|
+1,285
|
+3%
|
|
|
134
|
Cerity Partners OCIO
New York
|
$2.5M
|
+$12.1K
|
+228
|
+0.5%
|
|
|
135
|
WealthStone
Columbus,
Ohio
|
$2.41M
|
–
|
–
|
–
|
|
|
136
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.36M
|
+$501K
|
+9,402
|
+28%
|
|
|
137
|
Merriman Wealth Management
Seattle,
Washington
|
$2.34M
|
-$651K
|
-12,228
|
-22%
|
|
|
138
|
Apella Capital
West Hartford,
Connecticut
|
$2.3M
|
+$173K
|
+3,251
|
+8%
|
|
|
139
|
Caprin Asset Management
Henrico,
Virginia
|
$2.25M
|
-$194K
|
-3,648
|
-8%
|
|
|
140
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$2.22M
|
+$2.19M
|
+41,064
|
New
|
|
|
141
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.15M
|
-$462K
|
-8,676
|
-18%
|
|
|
142
|
Lazard Asset Management
New York
|
$2.15M
|
–
|
–
|
–
|
|
|
143
|
Wealthspire Advisors (New York)
New York
|
$2.14M
|
-$756K
|
-14,189
|
-26%
|
|
|
144
|
JBJ Investment Partners
Charleston,
South Carolina
|
$2.08M
|
+$182K
|
+3,425
|
+10%
|
|
|
145
|
Naples Global Advisors
Naples,
Florida
|
$2.05M
|
–
|
–
|
–
|
|
|
146
|
MCF Advisors
Covington,
Kentucky
|
$2.02M
|
+$16.5K
|
+310
|
+0.8%
|
|
|
147
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.01M
|
+$10.8K
|
+203
|
+0.6%
|
|
|
148
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.93M
|
+$25.4K
|
+477
|
+1%
|
|
|
149
|
Bray Capital Advisors
Naples,
Florida
|
$1.93M
|
+$26.6K
|
+500
|
+1%
|
|
|
150
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.83M
|
+$303K
|
+5,692
|
+20%
|
|
