|
301
|
Sterling Financial Planning
Sparta,
New Jersey
|
$3.67M
|
-$10.8K
|
-73
|
-0.3%
|
|
|
302
|
TrueWealth Advisors
Birmingham,
Alabama
|
$3.67M
|
+$186K
|
+1,258
|
+5%
|
|
|
303
|
Savant Capital
Rockford,
Illinois
|
$3.65M
|
-$380K
|
-2,577
|
-9%
|
|
|
304
|
Renasant Bank
Tupelo,
Mississippi
|
$3.62M
|
-$549K
|
-3,721
|
-12%
|
|
|
305
|
Stegner Investment Associates
Louisville,
Kentucky
|
$3.6M
|
-$106K
|
-721
|
-3%
|
|
|
306
|
Wealthspire Advisors (New York)
New York
|
$3.58M
|
+$175K
|
+1,186
|
+5%
|
|
|
307
|
Prospera Financial Services
Dallas,
Texas
|
$3.54M
|
+$470K
|
+3,185
|
+14%
|
|
|
308
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$3.46M
|
+$295
|
+2
|
+0%
|
|
|
309
|
AJ Wealth Strategies
New York
|
$3.37M
|
+$15.2K
|
+103
|
+0.4%
|
|
|
310
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$3.36M
|
+$364K
|
+2,468
|
+11%
|
|
|
311
|
Seneca House Advisors
Richmond,
Virginia
|
$3.34M
|
+$160K
|
+1,082
|
+5%
|
|
|
312
|
|
$3.33M
|
+$3.57M
|
+24,190
|
New
|
|
|
313
|
Investment Partners
New Philadelphia,
Ohio
|
$3.31M
|
+$30K
|
+203
|
+0.8%
|
|
|
314
|
AllianceBernstein
Nashville,
Tennessee
|
$3.29M
|
+$782K
|
+5,296
|
+28%
|
|
|
315
|
Evercore Wealth Management
New York
|
$3.25M
|
-$27.9K
|
-189
|
-0.8%
|
|
|
316
|
Bank of the West
Monterey Park,
California
|
$3.23M
|
-$2.04M
|
-13,847
|
-37%
|
|
|
317
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$3.23M
|
-$164K
|
-1,108
|
-4%
|
|
|
318
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$3.12M
|
+$1.12M
|
+7,574
|
+50%
|
|
|
319
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$3.1M
|
–
|
–
|
–
|
|
|
320
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.08M
|
-$122K
|
-824
|
-4%
|
|
|
321
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$3.07M
|
-$1.38M
|
-9,363
|
-30%
|
|
|
322
|
ACAS LLC
Rancho Santa Fe,
California
|
$3.01M
|
-$51.4K
|
-348
|
-2%
|
|
|
323
|
Delta Investment Management
San Francisco,
California
|
$2.98M
|
-$8.5M
|
-57,621
|
-73%
|
|
|
324
|
Magnus Financial Group
New York
|
$2.94M
|
+$244K
|
+1,652
|
+8%
|
|
|
325
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$2.93M
|
+$128K
|
+865
|
+4%
|
|
