|
126
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$457K
|
–
|
–
|
–
|
|
|
127
|
GSB Wealth Management
Guilford,
Connecticut
|
$441K
|
-$12.2K
|
-181
|
-3%
|
|
|
128
|
Montag & Associates
Atlanta,
Georgia
|
$438K
|
–
|
–
|
–
|
|
|
129
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$432K
|
-$1.07K
|
-16
|
-0.3%
|
|
|
130
|
NTV Asset Management
Charleston,
West Virginia
|
$431K
|
–
|
–
|
–
|
|
|
131
|
Unique Wealth
Clearwater,
Florida
|
$427K
|
+$1.21K
|
+18
|
+0.3%
|
|
|
132
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$408K
|
–
|
–
|
–
|
|
|
133
|
Corient Private Wealth
Miami,
Florida
|
$386K
|
-$53.7K
|
-800
|
-13%
|
|
|
134
|
Truist Financial
Charlotte,
North Carolina
|
$369K
|
–
|
–
|
–
|
|
|
135
|
Thomasville National Bank
Thomasville,
Georgia
|
$359K
|
-$67
|
-1
|
-0%
|
|
|
136
|
Whittier Trust
South Pasadena,
California
|
$350K
|
–
|
–
|
–
|
|
|
137
|
Weaver Consulting Group
Huntington Beach,
California
|
$345K
|
–
|
–
|
–
|
|
|
138
|
Perigon Wealth Management
San Francisco,
California
|
$339K
|
-$13.5K
|
-201
|
-4%
|
|
|
139
|
Parallel Advisors
San Francisco,
California
|
$336K
|
–
|
–
|
–
|
|
|
140
|
J.W. Cole Advisors
Tampa,
Florida
|
$330K
|
–
|
–
|
–
|
|
|
141
|
|
$325K
|
+$312K
|
+4,646
|
New
|
|
|
142
|
Bank of New York Mellon
New York
|
$325K
|
-$67
|
-1
|
-0%
|
|
|
143
|
WPWealth
Fort Worth,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
144
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$315K
|
+$89.3K
|
+1,330
|
+42%
|
|
|
145
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$311K
|
–
|
–
|
–
|
|
|
146
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$306K
|
+$407K
|
+6,065
|
+220%
|
|
|
147
|
Beacon Pointe Advisors
Newport Beach,
California
|
$300K
|
+$7.12K
|
+106
|
+3%
|
|
|
148
|
Stifel Financial
St. Louis,
Missouri
|
$298K
|
+$33.4K
|
+498
|
+13%
|
|
|
149
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$297K
|
+$21.3K
|
+317
|
+8%
|
|
|
150
|
Strait & Sound Wealth Management
San Francisco,
California
|
$276K
|
+$20.1K
|
+300
|
+8%
|
|
