|
226
|
Equitable Holdings
New York
|
$1.69M
|
+$20K
|
+202
|
+1%
|
|
|
227
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.68M
|
-$8.41K
|
-85
|
-0.5%
|
|
|
228
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.68M
|
+$6.43K
|
+65
|
+0.4%
|
|
|
229
|
MAI Capital Management
Independence,
Ohio
|
$1.68M
|
-$8.02K
|
-81
|
-0.5%
|
|
|
230
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.67M
|
+$4.55K
|
+46
|
+0.3%
|
|
|
231
|
Summit Wealth Group
White River Junction,
Vermont
|
$1.66M
|
-$43.9K
|
-444
|
-2%
|
|
|
232
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.64M
|
–
|
–
|
–
|
|
|
233
|
Trilogy Capital
Irvine,
California
|
$1.64M
|
+$126K
|
+1,270
|
+8%
|
|
|
234
|
Pure Financial Advisors
San Diego,
California
|
$1.6M
|
+$23.9K
|
+242
|
+1%
|
|
|
235
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.6M
|
+$27.8K
|
+281
|
+2%
|
|
|
236
|
CGN Advisors
Manhattan,
Kansas
|
$1.59M
|
-$45.3K
|
-458
|
-3%
|
|
|
237
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$1.57M
|
-$5.64K
|
-57
|
-0.3%
|
|
|
238
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.57M
|
+$1.62M
|
+16,380
|
New
|
|
|
239
|
Parallel Advisors
San Francisco,
California
|
$1.55M
|
-$65.5K
|
-662
|
-4%
|
|
|
240
|
Williams & Novak
Westlake Village,
California
|
$1.55M
|
-$30.2K
|
-305
|
-2%
|
|
|
241
|
Portland Global Advisors
Portland,
Maine
|
$1.54M
|
-$22.3K
|
-225
|
-1%
|
|
|
242
|
WealthCollab
Bellevue,
Washington
|
$1.51M
|
–
|
–
|
–
|
|
|
243
|
United Capital Financial Advisors
Irving,
Texas
|
$1.51M
|
-$10.4K
|
-105
|
-0.7%
|
|
|
244
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.5M
|
+$440K
|
+4,442
|
+39%
|
|
|
245
|
Coastline Trust
Providence,
Rhode Island
|
$1.48M
|
+$79.8K
|
+806
|
+5%
|
|
|
246
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.48M
|
-$80.2K
|
-811
|
-5%
|
|
|
247
|
Harbour Investments
Madison,
Wisconsin
|
$1.48M
|
+$23.9K
|
+242
|
+2%
|
|
|
248
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$1.41M
|
+$55.7K
|
+563
|
+4%
|
|
|
249
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.4M
|
+$114K
|
+1,150
|
+8%
|
|
|
250
|
Sage Advisory Services
Austin,
Texas
|
$1.4M
|
-$76.1K
|
-769
|
-5%
|
|
