|
151
|
|
$4.4M
|
-$93K
|
-588
|
-2%
|
|
|
152
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.35M
|
-$135K
|
-852
|
-3%
|
|
|
153
|
Atomi Financial Group
New York
|
$4.32M
|
+$953K
|
+6,026
|
+30%
|
|
|
154
|
SoFi Wealth
San Francisco,
California
|
$4.28M
|
+$481K
|
+3,041
|
+13%
|
|
|
155
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$4.21M
|
-$4.9K
|
-31
|
-0.1%
|
|
|
156
|
Balance Wealth
Delaware,
Ohio
|
$4.2M
|
-$72.9K
|
-461
|
-2%
|
|
|
157
|
Pioneer Wealth Management Group
Austin,
Texas
|
$4.13M
|
+$774K
|
+4,894
|
+24%
|
|
|
158
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.09M
|
+$61.5K
|
+389
|
+2%
|
|
|
159
|
Weil Company
San Diego,
California
|
$4.09M
|
-$360K
|
-2,279
|
-8%
|
|
|
160
|
Jordan Park Group
San Francisco,
California
|
$4.05M
|
–
|
–
|
–
|
|
|
161
|
Moment Partners
San Francisco,
California
|
$4.03M
|
-$36.7K
|
-232
|
-0.9%
|
|
|
162
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$4.03M
|
+$352K
|
+2,227
|
+10%
|
|
|
163
|
Foster Group
West Des Moines,
Iowa
|
$4.03M
|
-$12.8K
|
-81
|
-0.3%
|
|
|
164
|
HB Wealth Management
Atlanta,
Georgia
|
$4.02M
|
+$151K
|
+955
|
+4%
|
|
|
165
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.95M
|
+$7.91K
|
+50
|
+0.2%
|
|
|
166
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.93M
|
+$75.1K
|
+475
|
+2%
|
|
|
167
|
FLC Capital Advisors
Palm Desert,
California
|
$3.81M
|
-$113K
|
-713
|
-3%
|
|
|
168
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.8M
|
+$208K
|
+1,314
|
+6%
|
|
|
169
|
Equitable Holdings
New York
|
$3.78M
|
-$377K
|
-2,385
|
-9%
|
|
|
170
|
MA Private Wealth
San Carlos,
California
|
$3.78M
|
-$3.79K
|
-24
|
-0.1%
|
|
|
171
|
Stifel Financial
St. Louis,
Missouri
|
$3.78M
|
-$167K
|
-1,054
|
-4%
|
|
|
172
|
Wedbush Securities
Los Angeles,
California
|
$3.75M
|
-$21.3K
|
-135
|
-0.6%
|
|
|
173
|
IEQ Capital
Foster City,
California
|
$3.73M
|
+$3K
|
+19
|
+0.1%
|
|
|
174
|
Blue Trust Inc
Alpharetta,
Georgia
|
$3.72M
|
+$173K
|
+1,096
|
+5%
|
|
|
175
|
Citadel Advisors
Miami,
Florida
|
$3.71M
|
+$3.59M
|
+22,696
|
New
|
|
