|
126
|
Destination Wealth Management
Walnut Creek,
California
|
$792K
|
+$740K
|
+14,330
|
New
|
|
|
127
|
Parallel Advisors
San Francisco,
California
|
$764K
|
-$52.4K
|
-1,015
|
-7%
|
|
|
128
|
Sterling Group Wealth Management
Pasadena,
California
|
$758K
|
-$203K
|
-3,935
|
-22%
|
|
|
129
|
One Day In July LLC
Burlington,
Vermont
|
$743K
|
+$21.3K
|
+413
|
+3%
|
|
|
130
|
Harbour Investments
Madison,
Wisconsin
|
$725K
|
+$36.8K
|
+713
|
+6%
|
|
|
131
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$715K
|
+$5.22K
|
+101
|
+0.8%
|
|
|
132
|
|
$701K
|
+$31.7K
|
+614
|
+5%
|
|
|
133
|
WealthCollab
Bellevue,
Washington
|
$699K
|
+$653K
|
+12,642
|
New
|
|
|
134
|
Tradition Wealth Management
Edina,
Minnesota
|
$690K
|
+$32.3K
|
+626
|
+5%
|
|
|
135
|
NewEdge Advisors
New Orleans,
Louisiana
|
$688K
|
-$46.6K
|
-901
|
-7%
|
|
|
136
|
Truist Financial
Charlotte,
North Carolina
|
$681K
|
-$126K
|
-2,438
|
-17%
|
|
|
137
|
Franklin Resources
San Mateo,
California
|
$675K
|
-$20K
|
-388
|
-3%
|
|
|
138
|
Nottingham Advisors
Amherst,
New York
|
$674K
|
–
|
–
|
–
|
|
|
139
|
Focus Financial Network
Minneapolis,
Minnesota
|
$671K
|
-$226K
|
-4,379
|
-27%
|
|
|
140
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$661K
|
+$49.5K
|
+958
|
+9%
|
|
|
141
|
|
$650K
|
+$608K
|
+11,760
|
New
|
|
|
142
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$642K
|
-$8.47K
|
-164
|
-1%
|
|
|
143
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$639K
|
+$370K
|
+7,169
|
+163%
|
|
|
144
|
Larson Financial Group
St Louis,
Missouri
|
$638K
|
+$362
|
+7
|
+0.1%
|
|
|
145
|
Modera Wealth Management
Westwood,
New Jersey
|
$638K
|
+$36K
|
+697
|
+6%
|
|
|
146
|
MBE Wealth Management
Tomah,
Wisconsin
|
$618K
|
-$65K
|
-1,257
|
-10%
|
|
|
147
|
TFO Wealth Partners
Maumee,
Ohio
|
$616K
|
+$576K
|
+11,139
|
New
|
|
|
148
|
First United Bank & Trust
Oakland,
Maryland
|
$603K
|
-$54.5K
|
-1,055
|
-9%
|
|
|
149
|
Truepoint Inc
Cincinnati,
Ohio
|
$599K
|
+$1.6K
|
+31
|
+0.3%
|
|
|
150
|
Pure Financial Advisors
San Diego,
California
|
$596K
|
+$5.63K
|
+109
|
+1%
|
|
