|
126
|
Yeomans Consulting Group
Marietta,
Georgia
|
$1.11M
|
-$6.38K
|
-122
|
-0.6%
|
|
|
127
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.11M
|
+$204K
|
+3,891
|
+22%
|
|
|
128
|
Orcam Financial Group
Encinitas,
California
|
$1.1M
|
+$837
|
+16
|
+0.1%
|
|
|
129
|
Atria Wealth Solutions
New York
|
$1.08M
|
+$837K
|
+16,004
|
+334%
|
|
|
130
|
NWAM LLC
Mercer Island,
Washington
|
$1.08M
|
+$665K
|
+12,722
|
+159%
|
|
|
131
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.07M
|
+$178K
|
+3,398
|
+20%
|
|
|
132
|
William Blair & Company
Chicago,
Illinois
|
$1.07M
|
+$22.9K
|
+438
|
+2%
|
|
|
133
|
Wealthfront Advisers
Palo Alto,
California
|
$1.05M
|
-$79.8K
|
-1,525
|
-7%
|
|
|
134
|
Tortoise Investment Management
White Plains,
New York
|
$1.05M
|
–
|
–
|
–
|
|
|
135
|
Victory Capital Management
San Antonio,
Texas
|
$1.04M
|
-$523K
|
-10,000
|
-33%
|
|
|
136
|
Insigneo Advisory Services
Miami,
Florida
|
$1.04M
|
+$63.2K
|
+1,208
|
+6%
|
|
|
137
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.02M
|
+$1.03M
|
+19,687
|
New
|
|
|
138
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$996K
|
-$11.7K
|
-223
|
-1%
|
|
|
139
|
Jones Financial Companies
Des Peres,
Missouri
|
$995K
|
+$405K
|
+7,748
|
+68%
|
|
|
140
|
IHT Wealth Management
Chicago,
Illinois
|
$992K
|
-$51.8K
|
-990
|
-5%
|
|
|
141
|
Boston Research & Management
Manchester,
Massachusetts
|
$992K
|
–
|
–
|
–
|
|
|
142
|
Caldwell Trust
Venice,
Florida
|
$964K
|
-$26.2K
|
-500
|
-3%
|
|
|
143
|
WealthBridge Capital Management
Westerville,
Ohio
|
$961K
|
+$256K
|
+4,900
|
+36%
|
|
|
144
|
FC Advisory
West Chester,
Pennsylvania
|
$933K
|
+$79.5K
|
+1,520
|
+9%
|
|
|
145
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$929K
|
-$35K
|
-669
|
-4%
|
|
|
146
|
K2 Financial
Glendora,
California
|
$924K
|
+$940K
|
+17,978
|
New
|
|
|
147
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$904K
|
-$123K
|
-2,351
|
-12%
|
|
|
148
|
Baker Avenue Asset Management
San Francisco,
California
|
$897K
|
+$67.1K
|
+1,282
|
+8%
|
|
|
149
|
Narus Financial Partners
Salt Lake City,
Utah
|
$893K
|
+$9.42K
|
+180
|
+1%
|
|
|
150
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$887K
|
-$7.43K
|
-142
|
-0.8%
|
|
