|
276
|
DFPG Investments
Sandy,
Utah
|
$1.27M
|
-$337K
|
-7,211
|
-22%
|
|
|
277
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.26M
|
-$71.2K
|
-1,522
|
-6%
|
|
|
278
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.24M
|
+$234
|
+5
|
+0%
|
|
|
279
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.24M
|
-$6.12K
|
-131
|
-0.5%
|
|
|
280
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.22M
|
-$63.1K
|
-1,350
|
-5%
|
|
|
281
|
WealthCollab
Bellevue,
Washington
|
$1.22M
|
+$1.09M
|
+23,334
|
New
|
|
|
282
|
Mission Wealth Management
Santa Barbara,
California
|
$1.22M
|
-$8.04K
|
-172
|
-0.7%
|
|
|
283
|
Oakworth Capital
Birmingham,
Alabama
|
$1.19M
|
–
|
–
|
–
|
|
|
284
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$1.18M
|
-$28.9K
|
-618
|
-3%
|
|
|
285
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.15M
|
+$245K
|
+5,245
|
+31%
|
|
|
286
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.15M
|
-$76.1K
|
-1,628
|
-7%
|
|
|
287
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.14M
|
+$1.02M
|
+21,758
|
New
|
|
|
288
|
Peirce Capital Management
The Woodlands,
Texas
|
$1.14M
|
+$1.02M
|
+21,731
|
New
|
|
|
289
|
Wealthspan Partners
Davenport,
Iowa
|
$1.11M
|
+$55.5K
|
+1,188
|
+6%
|
|
|
290
|
United Capital Financial Advisors
Irving,
Texas
|
$1.1M
|
-$3.04M
|
-64,942
|
-76%
|
|
|
291
|
Avantax Advisory Services
Dallas,
Texas
|
$1.09M
|
+$281K
|
+6,012
|
+41%
|
|
|
292
|
MB Generational Wealth
Spokane,
Washington
|
$1.09M
|
+$972K
|
+20,795
|
New
|
|
|
293
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.07M
|
+$447K
|
+9,564
|
+87%
|
|
|
294
|
Basso Capital Management
Stamford,
Connecticut
|
$1.06M
|
–
|
–
|
–
|
|
|
295
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.06M
|
+$183K
|
+3,910
|
+24%
|
|
|
296
|
Mutual Advisors
Omaha,
Nebraska
|
$1.06M
|
-$1.49M
|
-31,865
|
-61%
|
|
|
297
|
BOS Asset Management
Springfield,
Illinois
|
$1.05M
|
+$161K
|
+3,442
|
+21%
|
|
|
298
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.04M
|
+$22.3K
|
+476
|
+2%
|
|
|
299
|
Fiducient Advisors
Chicago,
Illinois
|
$1.04M
|
+$3.55K
|
+76
|
+0.4%
|
|
|
300
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.03M
|
-$9.58K
|
-205
|
-1%
|
|
