|
751
|
Liberty Wealth Management
Oakland,
California
|
$2.16M
|
-$145K
|
-2,984
|
-7%
|
|
|
752
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$2.16M
|
+$2.07M
|
+42,660
|
New
|
|
|
753
|
Waverly Advisors
Birmingham,
Alabama
|
$2.15M
|
-$135K
|
-2,797
|
-6%
|
|
|
754
|
Prudential plc
London, England,
United Kingdom
|
$2.14M
|
-$1.37M
|
-28,360
|
-40%
|
|
|
755
|
Signal Advisors Wealth
Detroit,
Michigan
|
$2.14M
|
+$2.05M
|
+42,294
|
New
|
|
|
756
|
Apella Capital
West Hartford,
Connecticut
|
$2.14M
|
+$1.36M
|
+28,166
|
+188%
|
|
|
757
|
TownSquare Capital
Provo,
Utah
|
$2.13M
|
-$278K
|
-5,744
|
-12%
|
|
|
758
|
First United Bank & Trust
Oakland,
Maryland
|
$2.13M
|
-$119K
|
-2,452
|
-6%
|
|
|
759
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.12M
|
+$176K
|
+3,625
|
+9%
|
|
|
760
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.12M
|
+$751K
|
+15,495
|
+58%
|
|
|
761
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$2.1M
|
-$257K
|
-5,304
|
-11%
|
|
|
762
|
TFB Advisors
Overland Park,
Kansas
|
$2.09M
|
-$831K
|
-17,155
|
-29%
|
|
|
763
|
Private Trust Company
Cleveland,
Ohio
|
$2.09M
|
-$18.5K
|
-381
|
-0.9%
|
|
|
764
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$2.09M
|
+$2M
|
+41,235
|
New
|
|
|
765
|
Mosley Wealth Management
Anaheim,
California
|
$2.07M
|
+$1.98M
|
+40,954
|
New
|
|
|
766
|
MGO Private Wealth
Irvine,
California
|
$2.07M
|
-$70.5K
|
-1,455
|
-3%
|
|
|
767
|
RF&L Wealth Management
Acton,
Massachusetts
|
$2.06M
|
+$77.5K
|
+1,600
|
+4%
|
|
|
768
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2.06M
|
–
|
–
|
–
|
|
|
769
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.06M
|
-$1.94M
|
-40,090
|
-50%
|
|
|
770
|
Client 1st Advisory Group
Dunedin,
Florida
|
$2.05M
|
-$408K
|
-8,424
|
-17%
|
|
|
771
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$2.05M
|
+$56.7K
|
+1,170
|
+3%
|
|
|
772
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$2.05M
|
+$101K
|
+2,088
|
+5%
|
|
|
773
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$2.05M
|
+$432K
|
+8,915
|
+28%
|
|
|
774
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$2.03M
|
-$71.5K
|
-1,476
|
-4%
|
|
|
775
|
One Day In July LLC
Burlington,
Vermont
|
$2.01M
|
-$97.8K
|
-2,020
|
-5%
|
|
