|
126
|
Family Wealth Partners
Matthews,
North Carolina
|
$447K
|
–
|
–
|
–
|
|
|
127
|
Cardiff Park Advisors
Carlsbad,
California
|
$437K
|
–
|
–
|
–
|
|
|
128
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$421K
|
+$415K
|
+2,667
|
New
|
|
|
129
|
Forefront Wealth Partners
Austin,
Texas
|
$411K
|
+$406K
|
+2,607
|
New
|
|
|
130
|
Garrison Point Advisors
Walnut Creek,
California
|
$408K
|
–
|
–
|
–
|
|
|
131
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$399K
|
+$23K
|
+148
|
+6%
|
|
|
132
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$383K
|
–
|
–
|
–
|
|
|
133
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$378K
|
+$373K
|
+2,396
|
New
|
|
|
134
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$378K
|
+$311
|
+2
|
+0.1%
|
|
|
135
|
Bank of New York Mellon
New York
|
$375K
|
-$7K
|
-45
|
-2%
|
|
|
136
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$370K
|
–
|
–
|
–
|
|
|
137
|
Boston Family Office
Boston,
Massachusetts
|
$368K
|
–
|
–
|
–
|
|
|
138
|
KFA Private Wealth Group
Tysons,
Virginia
|
$361K
|
–
|
–
|
–
|
|
|
139
|
Farther Finance Advisors
San Francisco,
California
|
$355K
|
-$59K
|
-379
|
-14%
|
|
|
140
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$346K
|
+$341K
|
+2,191
|
New
|
|
|
141
|
Silver Grove Financial Group
Orchard Park,
New York
|
$345K
|
–
|
–
|
–
|
|
|
142
|
Silvercrest Asset Management
New York
|
$343K
|
–
|
–
|
–
|
|
|
143
|
Spire Wealth Management
Mclean,
Virginia
|
$333K
|
-$185K
|
-1,191
|
-36%
|
|
|
144
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$330K
|
–
|
–
|
–
|
|
|
145
|
Doliver Advisors
Houston,
Texas
|
$326K
|
-$22.4K
|
-144
|
-7%
|
|
|
146
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$323K
|
–
|
–
|
–
|
|
|
147
|
World Investment Advisors
Santa Barbara,
California
|
$323K
|
–
|
–
|
–
|
|
|
148
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$323K
|
+$319K
|
+2,049
|
New
|
|
|
149
|
NewEdge Advisors
New Orleans,
Louisiana
|
$321K
|
+$293K
|
+1,886
|
+1,257%
|
|
|
150
|
First Horizon Corporation
Memphis,
Tennessee
|
$319K
|
–
|
–
|
–
|
|
