|
326
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.49M
|
–
|
–
|
–
|
|
|
327
|
Holistic Planning
Nacogdoches,
Texas
|
$1.45M
|
-$64.3K
|
-522
|
-4%
|
|
|
328
|
Collective Family Office
York,
Pennsylvania
|
$1.44M
|
–
|
–
|
–
|
|
|
329
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.41M
|
+$3.57K
|
+29
|
+0.3%
|
|
|
330
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.41M
|
+$17K
|
+138
|
+1%
|
|
|
331
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.39M
|
+$199K
|
+1,617
|
+17%
|
|
|
332
|
Fidelity Investments
Boston,
Massachusetts
|
$1.37M
|
+$188K
|
+1,524
|
+17%
|
|
|
333
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.36M
|
+$984K
|
+7,987
|
+308%
|
|
|
334
|
EntreWealth
Austin,
Texas
|
$1.33M
|
+$911K
|
+7,395
|
+264%
|
|
|
335
|
IF Advisors
San Antonio,
Texas
|
$1.28M
|
–
|
–
|
–
|
|
|
336
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.27M
|
+$62K
|
+503
|
+5%
|
|
|
337
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.25M
|
+$68.1K
|
+553
|
+6%
|
|
|
338
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.24M
|
-$320K
|
-2,594
|
-21%
|
|
|
339
|
Aurelius Family Office
Bedford,
New Hampshire
|
$1.24M
|
-$27.7K
|
-225
|
-2%
|
|
|
340
|
Level Four Advisory Services
Dallas,
Texas
|
$1.21M
|
–
|
–
|
–
|
|
|
341
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.19M
|
–
|
–
|
–
|
|
|
342
|
MAI Capital Management
Independence,
Ohio
|
$1.18M
|
+$661K
|
+5,366
|
+140%
|
|
|
343
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.15M
|
+$22.9K
|
+186
|
+2%
|
|
|
344
|
North Capital
Salt Lake City,
Utah
|
$1.13M
|
+$862
|
+7
|
+0.1%
|
|
|
345
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.12M
|
–
|
–
|
–
|
|
|
346
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.12M
|
-$26.4K
|
-214
|
-2%
|
|
|
347
|
Diversify Wealth Management
Sandy,
Utah
|
$1.11M
|
+$548K
|
+4,451
|
+103%
|
|
|
348
|
Diversify Advisory Services
Sandy,
Utah
|
$1.11M
|
+$1.08M
|
+8,752
|
New
|
|
|
349
|
Freedom Day Solutions
Houston,
Texas
|
$1.11M
|
+$1.06M
|
+8,637
|
New
|
|
|
350
|
Cornerstone Capital
Palo Alto,
California
|
$1.07M
|
-$69K
|
-560
|
-6%
|
|
