|
126
|
Precedent Wealth Partners
Houston,
Texas
|
$700K
|
+$175K
|
+4,153
|
+32%
|
|
|
127
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$700K
|
+$730K
|
+17,286
|
New
|
|
|
128
|
Wealthfront Advisers
Palo Alto,
California
|
$694K
|
+$219K
|
+5,190
|
+43%
|
|
|
129
|
Financial Engines Advisors
Santa Clara,
California
|
$666K
|
+$14.8K
|
+351
|
+2%
|
|
|
130
|
|
$641K
|
+$40.4K
|
+956
|
+6%
|
|
|
131
|
Park Avenue Securities
New York
|
$616K
|
+$166K
|
+3,936
|
+35%
|
|
|
132
|
Northcape Wealth Management
Williamsville,
New York
|
$609K
|
-$47.2K
|
-1,118
|
-7%
|
|
|
133
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$602K
|
-$40.1K
|
-950
|
-6%
|
|
|
134
|
Congress Wealth Management
Boston,
Massachusetts
|
$600K
|
+$85
|
+2
|
+0%
|
|
|
135
|
Romano Brothers & Co
Evanston,
Illinois
|
$593K
|
–
|
–
|
–
|
|
|
136
|
Beacon Pointe Advisors
Newport Beach,
California
|
$566K
|
+$29.8K
|
+706
|
+5%
|
|
|
137
|
Cadence Bank
Tupelo,
Mississippi
|
$554K
|
–
|
–
|
–
|
|
|
138
|
Mission Wealth Management
Santa Barbara,
California
|
$539K
|
-$26.9K
|
-636
|
-5%
|
|
|
139
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$529K
|
–
|
–
|
–
|
|
|
140
|
Able Wealth Management
Toms River,
New Jersey
|
$514K
|
+$13.3K
|
+315
|
+3%
|
|
|
141
|
Bank of New York Mellon
New York
|
$509K
|
-$284K
|
-6,726
|
-35%
|
|
|
142
|
Barnes Wealth Management Group
Bakersfield,
California
|
$500K
|
+$522K
|
+12,342
|
New
|
|
|
143
|
Montecito Bank & Trust
Santa Barbara,
California
|
$487K
|
–
|
–
|
–
|
|
|
144
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$484K
|
-$124K
|
-2,938
|
-20%
|
|
|
145
|
Kestra Private Wealth Services
Austin,
Texas
|
$475K
|
+$252K
|
+5,973
|
+104%
|
|
|
146
|
BluePointe Capital Management
Menlo Park,
California
|
$470K
|
-$25.8K
|
-610
|
-5%
|
|
|
147
|
Larson Financial Group
St Louis,
Missouri
|
$448K
|
-$20.9K
|
-495
|
-4%
|
|
|
148
|
South Plains Financial
Lubbock,
Texas
|
$447K
|
+$467K
|
+11,042
|
New
|
|
|
149
|
L.J. Altfest & Co
New York
|
$445K
|
+$6.93K
|
+164
|
+2%
|
|
|
150
|
Rothschild Investment LLC
Chicago,
Illinois
|
$445K
|
+$59.7K
|
+1,413
|
+15%
|
|
