|
601
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.91M
|
–
|
–
|
–
|
|
|
602
|
LJI Wealth Management
Indianapolis,
Indiana
|
$1.87M
|
-$1.43M
|
-35,503
|
-43%
|
|
|
603
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.86M
|
-$1.57M
|
-38,892
|
-45%
|
|
|
604
|
|
$1.85M
|
–
|
–
|
–
|
|
|
605
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$1.85M
|
+$69.8K
|
+1,733
|
+4%
|
|
|
606
|
Oakworth Capital
Birmingham,
Alabama
|
$1.84M
|
-$40
|
-1
|
-0%
|
|
|
607
|
World Investment Advisors
Santa Barbara,
California
|
$1.81M
|
+$132K
|
+3,273
|
+8%
|
|
|
608
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.81M
|
–
|
–
|
–
|
|
|
609
|
Lexington Hill Partners
Dallas,
Texas
|
$1.8M
|
-$133K
|
-3,307
|
-7%
|
|
|
610
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.79M
|
+$4.63K
|
+115
|
+0.3%
|
|
|
611
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.78M
|
-$56.3K
|
-1,397
|
-3%
|
|
|
612
|
Align Financial
Hermantown,
Minnesota
|
$1.77M
|
-$71.1M
|
-1,765,504
|
-97%
|
|
|
613
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1.76M
|
-$1.65K
|
-41
|
-0.1%
|
|
|
614
|
Lido Advisors
Los Angeles,
California
|
$1.71M
|
-$1.82M
|
-45,078
|
-51%
|
|
|
615
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$1.7M
|
+$614K
|
+15,239
|
+53%
|
|
|
616
|
Parallel Advisors
San Francisco,
California
|
$1.7M
|
-$3.46K
|
-86
|
-0.2%
|
|
|
617
|
West Wealth Group
Irvine,
California
|
$1.69M
|
+$1.75M
|
+43,511
|
New
|
|
|
618
|
IMA Advisory Services
Denver,
Colorado
|
$1.67M
|
–
|
–
|
–
|
|
|
619
|
Roundview Capital
Princeton,
New Jersey
|
$1.65M
|
+$4.31K
|
+107
|
+0.3%
|
|
|
620
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$1.59M
|
+$23.7K
|
+588
|
+1%
|
|
|
621
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.54M
|
–
|
–
|
–
|
|
|
622
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$1.53M
|
+$6.45K
|
+160
|
+0.4%
|
|
|
623
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.52M
|
–
|
–
|
–
|
|
|
624
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.52M
|
+$221K
|
+5,491
|
+16%
|
|
|
625
|
Probity Advisors
Dallas,
Texas
|
$1.51M
|
–
|
–
|
–
|
|
