|
301
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$216K
|
+6,769
|
+22%
|
|
|
302
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.21M
|
+$109K
|
+3,420
|
+10%
|
|
|
303
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.15M
|
+$42.9K
|
+1,345
|
+4%
|
|
|
304
|
Solutions 4 Wealth
Southlake,
Texas
|
$1.14M
|
-$702
|
-22
|
-0.1%
|
|
|
305
|
Wealthspire Advisors (New York)
New York
|
$1.13M
|
–
|
–
|
–
|
|
|
306
|
HB Wealth Management
Atlanta,
Georgia
|
$1.13M
|
-$2.62K
|
-82
|
-0.2%
|
|
|
307
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$1.12M
|
+$332K
|
+10,390
|
+44%
|
|
|
308
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$1.11M
|
–
|
–
|
–
|
|
|
309
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$1.11M
|
+$50.3K
|
+1,577
|
+5%
|
|
|
310
|
Evoke Wealth
Los Angeles,
California
|
$1.1M
|
+$61.1K
|
+1,916
|
+6%
|
|
|
311
|
Landing Point Financial Group
Avon,
Ohio
|
$1.08M
|
+$383
|
+12
|
+0%
|
|
|
312
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.06M
|
-$34.4K
|
-1,077
|
-3%
|
|
|
313
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.05M
|
+$234K
|
+7,333
|
+30%
|
|
|
314
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.05M
|
+$16.7K
|
+523
|
+2%
|
|
|
315
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.01M
|
+$58.7K
|
+1,841
|
+6%
|
|
|
316
|
OneAscent Family Office
Birmingham,
Alabama
|
$1M
|
–
|
–
|
–
|
|
|
317
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$992K
|
+$707K
|
+22,171
|
+274%
|
|
|
318
|
Hemington Wealth Management
Falls Church,
Virginia
|
$973K
|
-$31.3K
|
-980
|
-3%
|
|
|
319
|
HFG Wealth Management
The Woodlands,
Texas
|
$966K
|
+$72.1K
|
+2,261
|
+8%
|
|
|
320
|
Axxcess Wealth Management
Carlsbad,
California
|
$959K
|
-$62.9K
|
-1,970
|
-6%
|
|
|
321
|
TCFG Wealth Management
Laguna Niguel,
California
|
$959K
|
-$24.7K
|
-773
|
-3%
|
|
|
322
|
Brookstone Capital Management
Wheaton,
Illinois
|
$946K
|
+$364K
|
+11,406
|
+65%
|
|
|
323
|
Balance Wealth
Delaware,
Ohio
|
$930K
|
+$2.04K
|
+64
|
+0.2%
|
|
|
324
|
Perigon Wealth Management
San Francisco,
California
|
$885K
|
–
|
–
|
–
|
|
|
325
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$867K
|
-$81.6K
|
-2,557
|
-9%
|
|
