|
126
|
Sweeney & Michel
Chico,
California
|
$540K
|
-$40K
|
-1,345
|
-7%
|
|
|
127
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$538K
|
+$2.53K
|
+85
|
+0.5%
|
|
|
128
|
Bay Colony Advisors
Concord,
Massachusetts
|
$523K
|
-$3.09K
|
-104
|
-0.7%
|
|
|
129
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$498K
|
+$23.6K
|
+792
|
+6%
|
|
|
130
|
Y-Intercept (HK)
Hong Kong
|
$459K
|
+$402K
|
+13,504
|
New
|
|
|
131
|
Freedom Investment Management
Hartford,
Connecticut
|
$450K
|
-$446
|
-15
|
-0.1%
|
|
|
132
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$441K
|
+$385K
|
+12,964
|
New
|
|
|
133
|
Truist Financial
Charlotte,
North Carolina
|
$429K
|
+$58.4K
|
+1,964
|
+18%
|
|
|
134
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$426K
|
+$372K
|
+12,508
|
New
|
|
|
135
|
LJI Wealth Management
Indianapolis,
Indiana
|
$417K
|
+$2.97K
|
+100
|
+0.8%
|
|
|
136
|
Meridian Wealth Management
Lexington,
Kentucky
|
$414K
|
+$46.8K
|
+1,574
|
+15%
|
|
|
137
|
TrueWealth Advisors
Birmingham,
Alabama
|
$411K
|
–
|
–
|
–
|
|
|
138
|
Fiduciary Trust
Boston,
Massachusetts
|
$409K
|
–
|
–
|
–
|
|
|
139
|
RFG Advisory
Birmingham,
Alabama
|
$402K
|
+$352K
|
+11,831
|
New
|
|
|
140
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$400K
|
–
|
–
|
–
|
|
|
141
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$400K
|
+$208
|
+7
|
+0.1%
|
|
|
142
|
AQR Capital Management
Greenwich,
Connecticut
|
$395K
|
+$346K
|
+11,621
|
New
|
|
|
143
|
Matthew Hamilton Rosenberg
|
$388K
|
–
|
–
|
–
|
|
|
144
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$373K
|
+$216K
|
+7,251
|
+196%
|
|
|
145
|
AA Financial Advisors
Columbus,
Ohio
|
$367K
|
-$307K
|
-10,315
|
-49%
|
|
|
146
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$363K
|
+$317K
|
+10,660
|
New
|
|
|
147
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$359K
|
+$6.04K
|
+203
|
+2%
|
|
|
148
|
LongView Wealth Management
Atlanta,
Georgia
|
$355K
|
+$63K
|
+2,120
|
+23%
|
|
|
149
|
Farther Finance Advisors
San Francisco,
California
|
$350K
|
-$149K
|
-4,998
|
-32%
|
|
|
150
|
Arete Wealth Advisors
Chicago,
Illinois
|
$348K
|
+$304K
|
+10,218
|
New
|
|
