|
351
|
XY Planning Network
Bozeman,
Montana
|
$1.17M
|
-$360K
|
-7,137
|
-23%
|
|
|
352
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$1.17M
|
+$3.27K
|
+65
|
+0.3%
|
|
|
353
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.17M
|
+$225K
|
+4,469
|
+24%
|
|
|
354
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$1.16M
|
-$10.3K
|
-204
|
-0.9%
|
|
|
355
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$1.16M
|
-$25.2K
|
-500
|
-2%
|
|
|
356
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$1.14M
|
+$43.6K
|
+866
|
+4%
|
|
|
357
|
Northern Trust
Chicago,
Illinois
|
$1.11M
|
-$151
|
-3
|
-0%
|
|
|
358
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.1M
|
+$9.27K
|
+184
|
+0.9%
|
|
|
359
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.09M
|
-$484K
|
-9,614
|
-31%
|
|
|
360
|
Vicus Capital
State College,
Pennsylvania
|
$1.08M
|
+$101K
|
+1,997
|
+10%
|
|
|
361
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.06M
|
+$38.3K
|
+761
|
+4%
|
|
|
362
|
Wedbush Securities
Los Angeles,
California
|
$1.05M
|
-$17.7K
|
-352
|
-2%
|
|
|
363
|
Segment Wealth Management
Houston,
Texas
|
$1.04M
|
-$73.3K
|
-1,455
|
-7%
|
|
|
364
|
Integrity Wealth Advisors
Ventura,
California
|
$1.04M
|
-$28.1K
|
-557
|
-3%
|
|
|
365
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$1.03M
|
-$2.42M
|
-47,935
|
-70%
|
|
|
366
|
Retireful LLC
Haslett,
Michigan
|
$1.03M
|
+$1.03M
|
+20,496
|
New
|
|
|
367
|
Elevation Capital Advisory
Bend,
Oregon
|
$1.02M
|
+$1.02M
|
+20,215
|
New
|
|
|
368
|
EP Wealth Advisors
Torrance,
California
|
$1.02M
|
-$79.1K
|
-1,569
|
-7%
|
|
|
369
|
Aprio Wealth Management
Atlanta,
Georgia
|
$993K
|
+$140K
|
+2,780
|
+16%
|
|
|
370
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$983K
|
+$463K
|
+9,191
|
+89%
|
|
|
371
|
Magnus Financial Group
New York
|
$982K
|
-$2.92M
|
-57,940
|
-75%
|
|
|
372
|
Fiduciary Alliance
Greenville,
South Carolina
|
$980K
|
+$21.6K
|
+428
|
+2%
|
|
|
373
|
ASL Financial
Los Gatos,
California
|
$976K
|
-$60.2K
|
-1,195
|
-6%
|
|
|
374
|
Cambiar Investors
Denver,
Colorado
|
$970K
|
-$358K
|
-7,101
|
-27%
|
|
|
375
|
Vise Technologies
New York
|
$945K
|
–
|
–
|
–
|
|
