|
151
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$957K
|
+$16.5K
|
+156
|
+2%
|
|
|
152
|
One Wealth Advisors
San Francisco,
California
|
$942K
|
-$64.8K
|
-614
|
-7%
|
|
|
153
|
Vision Capital Management
Portland,
Oregon
|
$937K
|
–
|
–
|
–
|
|
|
154
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$937K
|
-$336K
|
-3,185
|
-27%
|
|
|
155
|
IEQ Capital
Foster City,
California
|
$924K
|
-$292K
|
-2,768
|
-25%
|
|
|
156
|
Farther Finance Advisors
San Francisco,
California
|
$890K
|
-$190K
|
-1,799
|
-18%
|
|
|
157
|
Transcend Capital Advisors
Madison,
New Jersey
|
$888K
|
+$53K
|
+502
|
+7%
|
|
|
158
|
Atria Wealth Solutions
New York
|
$886K
|
+$97.3K
|
+922
|
+13%
|
|
|
159
|
MB Generational Wealth
Spokane,
Washington
|
$879K
|
-$1.37K
|
-13
|
-0.2%
|
|
|
160
|
Northern Trust
Chicago,
Illinois
|
$878K
|
+$38.4K
|
+364
|
+5%
|
|
|
161
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$868K
|
-$42.1K
|
-399
|
-5%
|
|
|
162
|
United Capital Financial Advisors
Irving,
Texas
|
$832K
|
+$43.9K
|
+416
|
+6%
|
|
|
163
|
Atria Investments
Charlotte,
North Carolina
|
$829K
|
+$29.2K
|
+277
|
+4%
|
|
|
164
|
Cypress Wealth Services
Palm Desert,
California
|
$813K
|
-$5.49K
|
-52
|
-0.7%
|
|
|
165
|
Ausdal Financial Partners
Davenport,
Iowa
|
$806K
|
–
|
–
|
–
|
|
|
166
|
NewEdge Advisors
New Orleans,
Louisiana
|
$777K
|
-$204K
|
-1,929
|
-21%
|
|
|
167
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$765K
|
+$106
|
+1
|
+0%
|
|
|
168
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$762K
|
-$950
|
-9
|
-0.1%
|
|
|
169
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$752K
|
+$39.2K
|
+371
|
+6%
|
|
|
170
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$740K
|
-$134K
|
-1,270
|
-16%
|
|
|
171
|
Plancorp LLC
Saint Louis,
Missouri
|
$738K
|
+$151K
|
+1,430
|
+27%
|
|
|
172
|
Merit Financial Group
Alpharetta,
Georgia
|
$726K
|
-$425K
|
-4,026
|
-38%
|
|
|
173
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$697K
|
-$45.4K
|
-430
|
-6%
|
|
|
174
|
Truist Financial
Charlotte,
North Carolina
|
$678K
|
-$8.65K
|
-82
|
-1%
|
|
|
175
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$664K
|
-$147K
|
-1,391
|
-19%
|
|
