|
276
|
Summit X LLC
Chesterfield,
Missouri
|
$2.3M
|
+$122K
|
+1,147
|
+6%
|
|
|
277
|
|
$2.3M
|
+$123K
|
+1,159
|
+6%
|
|
|
278
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.3M
|
+$243K
|
+2,281
|
+12%
|
|
|
279
|
Welch & Forbes
Boston,
Massachusetts
|
$2.3M
|
-$40K
|
-376
|
-2%
|
|
|
280
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.29M
|
+$356K
|
+3,344
|
+18%
|
|
|
281
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$2.28M
|
–
|
–
|
–
|
|
|
282
|
WealthCollab
Bellevue,
Washington
|
$2.27M
|
-$638
|
-6
|
-0%
|
|
|
283
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.26M
|
-$344K
|
-3,235
|
-13%
|
|
|
284
|
TSA Wealth Management
Houston,
Texas
|
$2.25M
|
+$315K
|
+2,963
|
+16%
|
|
|
285
|
Portside Wealth Group
Provo,
Utah
|
$2.23M
|
+$429K
|
+4,033
|
+24%
|
|
|
286
|
SouthState Corp
Winter Haven,
Florida
|
$2.21M
|
-$129K
|
-1,217
|
-6%
|
|
|
287
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$2.18M
|
-$208K
|
-1,954
|
-9%
|
|
|
288
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.18M
|
+$3.3K
|
+31
|
+0.2%
|
|
|
289
|
Independent Family Office
Albany,
New York
|
$2.17M
|
-$744K
|
-7,000
|
-26%
|
|
|
290
|
TD Private Client Wealth
New York
|
$2.17M
|
-$198K
|
-1,865
|
-8%
|
|
|
291
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.14M
|
-$30K
|
-282
|
-1%
|
|
|
292
|
Retireful LLC
Haslett,
Michigan
|
$2.13M
|
+$2.12M
|
+19,956
|
New
|
|
|
293
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$2.11M
|
+$9.36K
|
+88
|
+0.4%
|
|
|
294
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$2.09M
|
+$13.6K
|
+128
|
+0.7%
|
|
|
295
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.08M
|
-$320K
|
-3,010
|
-13%
|
|
|
296
|
Independent Financial Group
San Diego,
California
|
$2.04M
|
-$547K
|
-5,143
|
-21%
|
|
|
297
|
American Investment Services
Great Barrington,
Massachusetts
|
$2.01M
|
-$1.19M
|
-11,209
|
-37%
|
|
|
298
|
Cannon Financial Strategists
Athens,
Georgia
|
$2.01M
|
+$414K
|
+3,889
|
+26%
|
|
|
299
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$2M
|
-$21.5K
|
-202
|
-1%
|
|
|
300
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.99M
|
+$26.6K
|
+250
|
+1%
|
|
