|
326
|
New Dimensions Wealth Management
Allen,
Texas
|
$1.41M
|
+$1.51M
|
+27,362
|
New
|
|
|
327
|
Northern Trust
Chicago,
Illinois
|
$1.4M
|
-$143K
|
-2,591
|
-9%
|
|
|
328
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.38M
|
-$12.1K
|
-220
|
-0.8%
|
|
|
329
|
|
$1.38M
|
+$1.47M
|
+26,725
|
New
|
|
|
330
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.37M
|
+$215K
|
+3,902
|
+17%
|
|
|
331
|
IFG Advisors
St. Louis,
Missouri
|
$1.34M
|
-$38.5K
|
-700
|
-3%
|
|
|
332
|
Curi RMB Capital
Chicago,
Illinois
|
$1.34M
|
+$715
|
+13
|
+0%
|
|
|
333
|
25 LLC
St. Louis,
Missouri
|
$1.33M
|
+$991
|
+18
|
+0.1%
|
|
|
334
|
Renasant Bank
Tupelo,
Mississippi
|
$1.3M
|
-$46.5K
|
-845
|
-3%
|
|
|
335
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.28M
|
-$146K
|
-2,654
|
-10%
|
|
|
336
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.27M
|
-$111K
|
-2,020
|
-8%
|
|
|
337
|
BetterWealth
San Jose,
California
|
$1.26M
|
-$2.22M
|
-40,303
|
-62%
|
|
|
338
|
Kondo Wealth Advisors
Pasadena,
California
|
$1.21M
|
-$75K
|
-1,362
|
-5%
|
|
|
339
|
Future You Wealth
New York
|
$1.21M
|
–
|
–
|
–
|
|
|
340
|
Fidelity Investments
Boston,
Massachusetts
|
$1.2M
|
+$270K
|
+4,906
|
+27%
|
|
|
341
|
Compass Advisory Group
Melville,
New York
|
$1.2M
|
+$284K
|
+5,162
|
+28%
|
|
|
342
|
Root Financial Partners
Encinitas,
California
|
$1.18M
|
+$637K
|
+11,578
|
+103%
|
|
|
343
|
WealthCollab
Bellevue,
Washington
|
$1.17M
|
-$28.3K
|
-515
|
-2%
|
|
|
344
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.16M
|
+$385
|
+7
|
+0%
|
|
|
345
|
Zhang Financial
Portage,
Michigan
|
$1.16M
|
+$3.25K
|
+59
|
+0.3%
|
|
|
346
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.14M
|
+$250K
|
+4,549
|
+26%
|
|
|
347
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.14M
|
+$255K
|
+4,627
|
+26%
|
|
|
348
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.14M
|
+$164K
|
+2,989
|
+16%
|
|
|
349
|
BOS Asset Management
Springfield,
Illinois
|
$1.14M
|
-$21.7K
|
-394
|
-2%
|
|
|
350
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.13M
|
+$47.5K
|
+864
|
+4%
|
|
