|
126
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.81M
|
-$50.5K
|
-385
|
-3%
|
|
|
127
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.79M
|
-$174K
|
-1,329
|
-9%
|
|
|
128
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.77M
|
+$1.7M
|
+12,971
|
New
|
|
|
129
|
Claris Advisors
St. Louis,
Missouri
|
$1.75M
|
–
|
–
|
–
|
|
|
130
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.71M
|
+$223K
|
+1,700
|
+16%
|
|
|
131
|
Diversified Trust
Memphis,
Tennessee
|
$1.7M
|
-$187K
|
-1,427
|
-10%
|
|
|
132
|
NCM Capital Management
Ramsey,
New Jersey
|
$1.7M
|
+$262
|
+2
|
+0%
|
|
|
133
|
10Elms LLP
Tulsa,
Oklahoma
|
$1.69M
|
+$16.7K
|
+127
|
+1%
|
|
|
134
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.68M
|
-$448K
|
-3,416
|
-22%
|
|
|
135
|
True Link Financial Advisors
San Francisco,
California
|
$1.66M
|
–
|
–
|
–
|
|
|
136
|
MA Private Wealth
San Carlos,
California
|
$1.63M
|
-$1.97K
|
-15
|
-0.1%
|
|
|
137
|
Warner Financial
Bethesda,
Maryland
|
$1.6M
|
+$3.02K
|
+23
|
+0.2%
|
|
|
138
|
COFG Advisors
Oak Brook,
Illinois
|
$1.58M
|
+$1.51M
|
+11,547
|
New
|
|
|
139
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$1.58M
|
+$8.92K
|
+68
|
+0.6%
|
|
|
140
|
SageView Advisory Group
Newport Beach,
California
|
$1.57M
|
-$45.1K
|
-344
|
-3%
|
|
|
141
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1.57M
|
-$30.7K
|
-234
|
-2%
|
|
|
142
|
Harbour Investments
Madison,
Wisconsin
|
$1.51M
|
-$87.9K
|
-670
|
-6%
|
|
|
143
|
Truist Financial
Charlotte,
North Carolina
|
$1.5M
|
+$131K
|
+1,002
|
+10%
|
|
|
144
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.48M
|
-$181K
|
-1,378
|
-11%
|
|
|
145
|
Stifel Financial
St. Louis,
Missouri
|
$1.45M
|
-$34.4K
|
-262
|
-2%
|
|
|
146
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.42M
|
+$25.8K
|
+197
|
+2%
|
|
|
147
|
Comerica Bank
Dallas,
Texas
|
$1.4M
|
-$329K
|
-2,507
|
-20%
|
|
|
148
|
Client 1st Advisory Group
Dunedin,
Florida
|
$1.38M
|
-$13.6K
|
-104
|
-1%
|
|
|
149
|
Atria Investments
Charlotte,
North Carolina
|
$1.34M
|
+$313K
|
+2,388
|
+32%
|
|
|
150
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$1.34M
|
+$13.9K
|
+106
|
+1%
|
|
