|
276
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$1.45M
|
+$1.47M
|
+17,602
|
New
|
|
|
277
|
Rockefeller Capital Management
New York
|
$1.43M
|
-$205K
|
-2,446
|
-12%
|
|
|
278
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$1.42M
|
+$16.5K
|
+197
|
+1%
|
|
|
279
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.41M
|
+$24K
|
+287
|
+2%
|
|
|
280
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.41M
|
-$6.45K
|
-77
|
-0.4%
|
|
|
281
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.39M
|
-$144K
|
-1,725
|
-9%
|
|
|
282
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.37M
|
–
|
–
|
–
|
|
|
283
|
MB Generational Wealth
Spokane,
Washington
|
$1.36M
|
–
|
–
|
–
|
|
|
284
|
Squire Investment Management Company
Orem,
Utah
|
$1.34M
|
+$36.8K
|
+440
|
+3%
|
|
|
285
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.33M
|
+$13.7K
|
+163
|
+1%
|
|
|
286
|
UMB Bank
Kansas City,
Missouri
|
$1.32M
|
-$186K
|
-2,222
|
-12%
|
|
|
287
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.32M
|
-$47.1K
|
-562
|
-3%
|
|
|
288
|
EP Wealth Advisors
Torrance,
California
|
$1.31M
|
+$98.6K
|
+1,177
|
+8%
|
|
|
289
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$1.31M
|
-$144K
|
-1,715
|
-10%
|
|
|
290
|
Forefront Wealth Partners
Austin,
Texas
|
$1.29M
|
+$792K
|
+9,455
|
+153%
|
|
|
291
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.26M
|
-$5.7K
|
-68
|
-0.4%
|
|
|
292
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.25M
|
-$78.3K
|
-935
|
-6%
|
|
|
293
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.25M
|
-$58.8K
|
-702
|
-4%
|
|
|
294
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.25M
|
+$18.5K
|
+221
|
+1%
|
|
|
295
|
Tortoise Investment Management
White Plains,
New York
|
$1.24M
|
-$39.4K
|
-471
|
-3%
|
|
|
296
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.24M
|
-$414K
|
-4,946
|
-25%
|
|
|
297
|
RBF Capital
San Francisco,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
298
|
Magnus Financial Group
New York
|
$1.22M
|
+$45.2K
|
+540
|
+4%
|
|
|
299
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$1.21M
|
-$42.4K
|
-506
|
-3%
|
|
|
300
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.21M
|
+$1.24M
|
+14,749
|
+163,878%
|
|
