|
326
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.4M
|
-$36K
|
-706
|
-3%
|
|
|
327
|
25 LLC
St. Louis,
Missouri
|
$1.39M
|
-$917
|
-18
|
-0.1%
|
|
|
328
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$1.38M
|
-$93.5K
|
-1,835
|
-7%
|
|
|
329
|
Renasant Bank
Tupelo,
Mississippi
|
$1.37M
|
–
|
–
|
–
|
|
|
330
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.34M
|
+$385K
|
+7,562
|
+44%
|
|
|
331
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.33M
|
-$11K
|
-216
|
-0.9%
|
|
|
332
|
BetterWealth
San Jose,
California
|
$1.3M
|
-$19.5K
|
-382
|
-2%
|
|
|
333
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.29M
|
+$133K
|
+2,616
|
+12%
|
|
|
334
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.28M
|
+$202K
|
+3,959
|
+20%
|
|
|
335
|
Future You Wealth
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
336
|
Natixis Advisors
Boston,
Massachusetts
|
$1.26M
|
+$595K
|
+11,692
|
+101%
|
|
|
337
|
WealthCollab
Bellevue,
Washington
|
$1.24M
|
+$7.95K
|
+156
|
+0.7%
|
|
|
338
|
Fidelity Investments
Boston,
Massachusetts
|
$1.24M
|
-$21.2K
|
-417
|
-2%
|
|
|
339
|
Renaissance Technologies
New York
|
$1.23M
|
+$50.9K
|
+1,000
|
+5%
|
|
|
340
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.22M
|
-$199K
|
-3,902
|
-15%
|
|
|
341
|
Zhang Financial
Portage,
Michigan
|
$1.22M
|
+$4.48K
|
+88
|
+0.4%
|
|
|
342
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.21M
|
-$9.17K
|
-180
|
-0.8%
|
|
|
343
|
Kondo Wealth Advisors
Pasadena,
California
|
$1.2M
|
-$91.8K
|
-1,802
|
-8%
|
|
|
344
|
BOS Asset Management
Springfield,
Illinois
|
$1.2M
|
+$6.88K
|
+135
|
+0.6%
|
|
|
345
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.18M
|
-$145K
|
-2,847
|
-12%
|
|
|
346
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.17M
|
–
|
–
|
–
|
|
|
347
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.15M
|
-$29.1K
|
-572
|
-3%
|
|
|
348
|
&Partners
Nashville,
Tennessee
|
$1.15M
|
+$80.1K
|
+1,572
|
+8%
|
|
|
349
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.14M
|
+$83.4K
|
+1,637
|
+8%
|
|
|
350
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.13M
|
-$57.1K
|
-1,121
|
-5%
|
|
