|
526
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$1.26M
|
+$219K
|
+2,493
|
+21%
|
|
|
527
|
Natixis Advisors
Boston,
Massachusetts
|
$1.26M
|
-$224K
|
-2,543
|
-15%
|
|
|
528
|
Arrow Investment Advisors
Laurel,
Maryland
|
$1.25M
|
–
|
–
|
–
|
|
|
529
|
Matrix Trust Company
Denver,
Colorado
|
$1.25M
|
–
|
–
|
–
|
|
|
530
|
E&G Advisors
Houston,
Texas
|
$1.24M
|
-$44K
|
-500
|
-3%
|
|
|
531
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$1.23M
|
+$1.25M
|
+14,220
|
New
|
|
|
532
|
CCG Wealth Management
San Diego,
California
|
$1.23M
|
+$797K
|
+9,068
|
+179%
|
|
|
533
|
United Advisor Group
Cincinnati,
Ohio
|
$1.22M
|
+$2.81K
|
+32
|
+0.2%
|
|
|
534
|
Fidelity Investments
Boston,
Massachusetts
|
$1.21M
|
+$164K
|
+1,862
|
+15%
|
|
|
535
|
Vise Technologies
New York
|
$1.21M
|
–
|
–
|
–
|
|
|
536
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$1.21M
|
-$50K
|
-569
|
-4%
|
|
|
537
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.21M
|
-$193K
|
-2,197
|
-14%
|
|
|
538
|
Helium Advisors
Everett,
Washington
|
$1.2M
|
+$61.8K
|
+703
|
+5%
|
|
|
539
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.18M
|
-$153K
|
-1,744
|
-11%
|
|
|
540
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.18M
|
-$1.47M
|
-16,692
|
-55%
|
|
|
541
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.18M
|
-$731K
|
-8,320
|
-38%
|
|
|
542
|
NerdWallet Wealth Partners
New York
|
$1.18M
|
+$1.19M
|
+13,563
|
New
|
|
|
543
|
Ascent Group
Virginia Beach,
Virginia
|
$1.17M
|
-$324K
|
-3,681
|
-21%
|
|
|
544
|
William Blair & Company
Chicago,
Illinois
|
$1.16M
|
+$74.7K
|
+850
|
+7%
|
|
|
545
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$1.16M
|
+$349K
|
+3,965
|
+42%
|
|
|
546
|
Integrity Advisory Solutions
Dallas,
Texas
|
$1.16M
|
+$52.5K
|
+597
|
+5%
|
|
|
547
|
Dymon Asia Capital (Singapore)
Singapore
|
$1.14M
|
+$288K
|
+3,274
|
+33%
|
|
|
548
|
GDS Wealth Management
Flower Mound,
Texas
|
$1.12M
|
+$264
|
+3
|
+0%
|
|
|
549
|
Westwood Holdings Group
Dallas,
Texas
|
$1.11M
|
-$1.52M
|
-17,237
|
-57%
|
|
|
550
|
Stansberry Asset Management
Westlake,
Texas
|
$1.11M
|
-$4.61M
|
-52,451
|
-80%
|
|
