|
126
|
Trust Company of Toledo
Holland,
Ohio
|
$310K
|
–
|
–
|
–
|
|
|
127
|
OneAscent Financial Services
Birmingham,
Alabama
|
$306K
|
-$338
|
-7
|
-0.1%
|
|
|
128
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$300K
|
-$7.39K
|
-153
|
-2%
|
|
|
129
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$291K
|
+$4.01K
|
+83
|
+1%
|
|
|
130
|
Integrity Wealth Advisors
Ventura,
California
|
$291K
|
-$408K
|
-8,447
|
-59%
|
|
|
131
|
Parsons Capital Management
Providence,
Rhode Island
|
$285K
|
–
|
–
|
–
|
|
|
132
|
Mercer Global Advisors
Denver,
Colorado
|
$270K
|
-$353K
|
-7,307
|
-57%
|
|
|
133
|
Meridian Financial
Holliston,
Massachusetts
|
$268K
|
+$23.9K
|
+495
|
+10%
|
|
|
134
|
MWA Asset Management
Lexington,
Massachusetts
|
$265K
|
-$39.1K
|
-810
|
-13%
|
|
|
135
|
Kestra Private Wealth Services
Austin,
Texas
|
$261K
|
+$13.7K
|
+284
|
+6%
|
|
|
136
|
Miracle Mile Advisors
Los Angeles,
California
|
$257K
|
+$725
|
+15
|
+0.3%
|
|
|
137
|
Principal Securities
Des Moines,
Iowa
|
$252K
|
-$8.79K
|
-182
|
-3%
|
|
|
138
|
Montis Financial
Waltham,
Massachusetts
|
$245K
|
-$41.9K
|
-867
|
-15%
|
|
|
139
|
Titleist Asset Management
San Antonio,
Texas
|
$233K
|
-$4.11K
|
-85
|
-2%
|
|
|
140
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$231K
|
+$676
|
+14
|
+0.3%
|
|
|
141
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$230K
|
+$228K
|
+4,726
|
New
|
|
|
142
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$222K
|
-$1.55K
|
-32
|
-0.7%
|
|
|
143
|
Waverly Advisors
Birmingham,
Alabama
|
$218K
|
–
|
–
|
–
|
|
|
144
|
Nova Wealth Management
Bonita Springs,
Florida
|
$218K
|
+$31.5K
|
+652
|
+17%
|
|
|
145
|
J.W. Cole Advisors
Tampa,
Florida
|
$217K
|
-$69.2K
|
-1,433
|
-24%
|
|
|
146
|
Farther Finance Advisors
San Francisco,
California
|
$216K
|
-$2.46K
|
-51
|
-1%
|
|
|
147
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$207K
|
-$11.6K
|
-241
|
-5%
|
|
|
148
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$203K
|
+$145
|
+3
|
+0.1%
|
|
|
149
|
Lodestone Wealth Management
Spokane,
Washington
|
$191K
|
+$190K
|
+3,925
|
New
|
|
|
150
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$182K
|
+$180K
|
+3,735
|
New
|
|
