|
701
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$1.09M
|
–
|
–
|
–
|
|
|
702
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.08M
|
+$20.2K
|
+293
|
+2%
|
|
|
703
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.08M
|
–
|
–
|
–
|
|
|
704
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.07M
|
–
|
–
|
–
|
|
|
705
|
Trevian Wealth Management
Weston,
Massachusetts
|
$1.07M
|
-$1.8M
|
-26,042
|
-64%
|
|
|
706
|
One Degree Advisors
San Diego,
California
|
$1.06M
|
-$12.8K
|
-185
|
-1%
|
|
|
707
|
Procyon Advisors
Shelton,
Connecticut
|
$1.05M
|
+$8.28K
|
+120
|
+0.8%
|
|
|
708
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.05M
|
-$30.9K
|
-448
|
-3%
|
|
|
709
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.04M
|
-$57.1K
|
-827
|
-5%
|
|
|
710
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.03M
|
-$232K
|
-3,363
|
-19%
|
|
|
711
|
Rik Saylor Financial
Fairfield,
Ohio
|
$1.03M
|
+$345
|
+5
|
+0%
|
|
|
712
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.03M
|
+$26.5K
|
+384
|
+3%
|
|
|
713
|
SignatureFD
Atlanta,
Georgia
|
$1.03M
|
+$25.4K
|
+368
|
+3%
|
|
|
714
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.02M
|
-$106K
|
-1,537
|
-10%
|
|
|
715
|
Wealth Architects
Mountain View,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
716
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.02M
|
+$555K
|
+8,044
|
+129%
|
|
|
717
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$1.02M
|
-$5.52K
|
-80
|
-0.6%
|
|
|
718
|
Mayport LLC
Newton,
Massachusetts
|
$1.02M
|
+$6.9K
|
+100
|
+0.7%
|
|
|
719
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.01M
|
-$54.6K
|
-791
|
-5%
|
|
|
720
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.01M
|
+$193K
|
+2,801
|
+25%
|
|
|
721
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.01M
|
+$32.6K
|
+472
|
+3%
|
|
|
722
|
Davis Capital Management
Jacksonville,
Florida
|
$1.01M
|
+$972K
|
+14,083
|
New
|
|
|
723
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1M
|
+$69
|
+1
|
+0%
|
|
|
724
|
Choreo LLC
Rockford,
Illinois
|
$1M
|
-$513K
|
-7,437
|
-35%
|
|
|
725
|
Oxford Financial Group
Carmel,
Indiana
|
$1M
|
–
|
–
|
–
|
|
