|
276
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$1.17M
|
-$138K
|
-2,165
|
-10%
|
|
|
277
|
Keel Point
Huntsville,
Alabama
|
$1.16M
|
-$189K
|
-2,974
|
-13%
|
|
|
278
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.15M
|
+$934K
|
+14,682
|
+347%
|
|
|
279
|
MB Generational Wealth
Spokane,
Washington
|
$1.14M
|
-$306K
|
-4,818
|
-20%
|
|
|
280
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.14M
|
+$2.67K
|
+42
|
+0.2%
|
|
|
281
|
Continuum Advisory
Eagle,
Idaho
|
$1.13M
|
+$27.7K
|
+435
|
+2%
|
|
|
282
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.13M
|
-$1.4M
|
-21,991
|
-54%
|
|
|
283
|
Citadel Advisors
Miami,
Florida
|
$1.11M
|
-$1.62M
|
-25,509
|
-58%
|
|
|
284
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.07M
|
-$220K
|
-3,451
|
-16%
|
|
|
285
|
GEM Asset Management
Plymouth,
Michigan
|
$1.07M
|
–
|
–
|
–
|
|
|
286
|
Parkworth Wealth Management
Los Gatos,
California
|
$1.07M
|
+$1.12M
|
+17,611
|
New
|
|
|
287
|
Atomi Financial Group
New York
|
$1.07M
|
+$472K
|
+7,421
|
+73%
|
|
|
288
|
Tortoise Investment Management
White Plains,
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
289
|
Berkeley Inc
Boise,
Idaho
|
$1.06M
|
-$1.1M
|
-17,260
|
-50%
|
|
|
290
|
Forum Financial Management
Lombard,
Illinois
|
$1.04M
|
–
|
–
|
–
|
|
|
291
|
Rebalance
Palo Alto,
California
|
$1.03M
|
-$315K
|
-4,949
|
-23%
|
|
|
292
|
Rockefeller Capital Management
New York
|
$1.03M
|
-$61.6K
|
-969
|
-5%
|
|
|
293
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.01M
|
-$89.6K
|
-1,408
|
-8%
|
|
|
294
|
Clearstead Advisors
Cleveland,
Ohio
|
$996K
|
+$1.34K
|
+21
|
+0.1%
|
|
|
295
|
|
$963K
|
+$1.01M
|
+15,849
|
New
|
|
|
296
|
Harbor Group
Bedford,
New Hampshire
|
$948K
|
-$1.15K
|
-18
|
-0.1%
|
|
|
297
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$945K
|
-$8.9K
|
-140
|
-0.9%
|
|
|
298
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$943K
|
+$13.1K
|
+206
|
+1%
|
|
|
299
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$918K
|
+$59.2K
|
+930
|
+7%
|
|
|
300
|
BayBridge Capital Group
Pleasanton,
California
|
$912K
|
+$32.9K
|
+517
|
+4%
|
|
