|
126
|
Steward Partners Investment Advisory
New York
|
$1.48M
|
-$201K
|
-3,960
|
-12%
|
|
|
127
|
Truist Financial
Charlotte,
North Carolina
|
$1.47M
|
-$2.24M
|
-44,138
|
-60%
|
|
|
128
|
Michels Family Financial
Fort Worth,
Texas
|
$1.28M
|
-$18.9K
|
-373
|
-1%
|
|
|
129
|
Joel Adams & Associates
Asheville,
North Carolina
|
$1.26M
|
+$436K
|
+8,608
|
+53%
|
|
|
130
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.24M
|
-$217K
|
-4,283
|
-15%
|
|
|
131
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.23M
|
–
|
–
|
–
|
|
|
132
|
One Capital Management
Westlake Village,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
133
|
Citadel Advisors
Miami,
Florida
|
$1.22M
|
+$793K
|
+15,646
|
+189%
|
|
|
134
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
135
|
Planning Alternatives
Birmingham,
Michigan
|
$1.12M
|
-$145K
|
-2,871
|
-12%
|
|
|
136
|
United Capital Financial Advisors
Irving,
Texas
|
$1.1M
|
-$128K
|
-2,520
|
-10%
|
|
|
137
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.1M
|
+$53K
|
+1,047
|
+5%
|
|
|
138
|
JGP Wealth Management
Bend,
Oregon
|
$1.08M
|
+$1.52K
|
+30
|
+0.1%
|
|
|
139
|
Embree Financial Group
Chicago,
Illinois
|
$1.05M
|
+$1.05M
|
+20,683
|
New
|
|
|
140
|
LVZ Inc
Holland,
Michigan
|
$1.03M
|
+$32K
|
+632
|
+3%
|
|
|
141
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$1.03M
|
-$1.86M
|
-36,807
|
-64%
|
|
|
142
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1.03M
|
-$45.4K
|
-896
|
-4%
|
|
|
143
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.02M
|
-$47.4K
|
-935
|
-4%
|
|
|
144
|
WJ Wealth Management
Glendale,
Arizona
|
$995K
|
–
|
–
|
–
|
|
|
145
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$989K
|
-$5.32K
|
-105
|
-0.5%
|
|
|
146
|
Investment Advisory Group
Hanover,
Massachusetts
|
$976K
|
-$1.52K
|
-30
|
-0.2%
|
|
|
147
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$951K
|
-$2.11M
|
-41,611
|
-69%
|
|
|
148
|
Leavell Investment Management
Mobile,
Alabama
|
$947K
|
+$25.3K
|
+500
|
+3%
|
|
|
149
|
Matthew Hamilton Rosenberg
|
$917K
|
-$13.9K
|
-274
|
-1%
|
|
|
150
|
Win Advisors
Palm Beach Gardens,
Florida
|
$895K
|
+$891K
|
+17,584
|
New
|
|
