|
376
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.43M
|
+$14.7K
|
+252
|
+1%
|
|
|
377
|
NerdWallet Wealth Partners
New York
|
$1.4M
|
–
|
–
|
–
|
|
|
378
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.39M
|
-$24K
|
-411
|
-2%
|
|
|
379
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$1.38M
|
-$151K
|
-2,584
|
-10%
|
|
|
380
|
WealthCollab
Bellevue,
Washington
|
$1.37M
|
–
|
–
|
–
|
|
|
381
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.36M
|
+$21.5K
|
+369
|
+2%
|
|
|
382
|
Global Retirement Partners
San Rafael,
California
|
$1.36M
|
+$466K
|
+7,982
|
+54%
|
|
|
383
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.35M
|
+$446K
|
+7,641
|
+52%
|
|
|
384
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.35M
|
-$1.17K
|
-20
|
-0.1%
|
|
|
385
|
Krilogy Financial
St. Louis,
Missouri
|
$1.34M
|
-$72.5K
|
-1,243
|
-6%
|
|
|
386
|
SageView Advisory Group
Newport Beach,
California
|
$1.34M
|
-$24.9K
|
-427
|
-2%
|
|
|
387
|
Kondo Wealth Advisors
Pasadena,
California
|
$1.31M
|
+$27.8K
|
+477
|
+2%
|
|
|
388
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.29M
|
–
|
–
|
–
|
|
|
389
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.27M
|
+$471K
|
+8,067
|
+61%
|
|
|
390
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.26M
|
-$149K
|
-2,555
|
-11%
|
|
|
391
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.22M
|
-$26.6K
|
-456
|
-2%
|
|
|
392
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.21M
|
-$9.45K
|
-162
|
-0.8%
|
|
|
393
|
Compass Advisory Group
Melville,
New York
|
$1.21M
|
+$112K
|
+1,915
|
+10%
|
|
|
394
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.2M
|
+$3.73K
|
+64
|
+0.3%
|
|
|
395
|
Silver Oak Advisory Group
Portland,
Oregon
|
$1.2M
|
+$219K
|
+3,748
|
+23%
|
|
|
396
|
Triumph Capital Management
Denver,
Colorado
|
$1.19M
|
+$1.17M
|
+20,041
|
New
|
|
|
397
|
Black Swift Group
Boulder,
Colorado
|
$1.19M
|
–
|
–
|
–
|
|
|
398
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.19M
|
-$10.3K
|
-176
|
-0.9%
|
|
|
399
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.18M
|
–
|
–
|
–
|
|
|
400
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.14M
|
–
|
–
|
–
|
|
