|
951
|
MBL Wealth
Charlotte,
North Carolina
|
$263K
|
+$38.9K
|
+46
|
+17%
|
|
|
952
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$262K
|
+$267K
|
+316
|
New
|
|
|
953
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$261K
|
+$31.3K
|
+37
|
+13%
|
|
|
954
|
Americana Partners
Houston,
Texas
|
$261K
|
+$266K
|
+314
|
New
|
|
|
955
|
S Harris Financial Group
San Antonio,
Texas
|
$258K
|
-$33K
|
-39
|
-11%
|
|
|
956
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$258K
|
-$8.46K
|
-10
|
-3%
|
|
|
957
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$258K
|
+$263K
|
+311
|
New
|
|
|
958
|
R Squared
Central,
Hong Kong
|
$257K
|
+$262K
|
+310
|
New
|
|
|
959
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$257K
|
+$262K
|
+310
|
New
|
|
|
960
|
Greenline Wealth Management
Boca Raton,
Florida
|
$256K
|
+$26.2K
|
+31
|
+11%
|
|
|
961
|
Sovereign's Capital Management
Atlanta,
Georgia
|
$256K
|
-$5.92K
|
-7
|
-2%
|
|
|
962
|
Syon Capital
San Francisco,
California
|
$256K
|
+$261K
|
+308
|
New
|
|
|
963
|
FourThought Financial Partners
Venice,
Florida
|
$255K
|
+$260K
|
+307
|
New
|
|
|
964
|
Grimes & Company
Westborough,
Massachusetts
|
$255K
|
+$846
|
+1
|
+0.3%
|
|
|
965
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$254K
|
-$249K
|
-294
|
-49%
|
|
|
966
|
Keel Point
Huntsville,
Alabama
|
$253K
|
+$20.3K
|
+24
|
+9%
|
|
|
967
|
Wealthspire Advisors (New York)
New York
|
$253K
|
–
|
–
|
–
|
|
|
968
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$252K
|
-$15.2K
|
-18
|
-6%
|
|
|
969
|
Claro Advisors
Boston,
Massachusetts
|
$251K
|
-$199K
|
-235
|
-44%
|
|
|
970
|
Portfolio Design Labs
Encino,
California
|
$251K
|
–
|
–
|
–
|
|
|
971
|
Aspiriant LLC
Los Angeles,
California
|
$251K
|
+$255K
|
+302
|
New
|
|
|
972
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$250K
|
+$20.3K
|
+24
|
+9%
|
|
|
973
|
nVerses Capital
Wellington,
Florida
|
$250K
|
-$60.9K
|
-72
|
-19%
|
|
|
974
|
LSV Asset Management
Chicago,
Illinois
|
$249K
|
–
|
–
|
–
|
|
|
975
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$249K
|
–
|
–
|
–
|
|
