|
126
|
Capital Group Private Client Services
Los Angeles,
California
|
$951K
|
+$950K
|
+9,389
|
New
|
|
|
127
|
Zhang Financial
Portage,
Michigan
|
$949K
|
+$947K
|
+9,365
|
New
|
|
|
128
|
Sentinus LLC
Oak Brook,
Illinois
|
$948K
|
–
|
–
|
–
|
|
|
129
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$944K
|
-$1.3M
|
-12,837
|
-58%
|
|
|
130
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$920K
|
+$118K
|
+1,163
|
+15%
|
|
|
131
|
CVA Family Office
Denver,
Colorado
|
$907K
|
-$7.99K
|
-79
|
-0.9%
|
|
|
132
|
Savvy Advisors Inc
New York
|
$902K
|
+$81.4K
|
+805
|
+10%
|
|
|
133
|
Three Arch Wealth Management
Irvine,
California
|
$888K
|
+$9.41K
|
+93
|
+1%
|
|
|
134
|
Bridgewealth Advisory Group
Fresno,
California
|
$884K
|
-$41.8K
|
-413
|
-5%
|
|
|
135
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$849K
|
+$4.65K
|
+46
|
+0.6%
|
|
|
136
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$835K
|
+$66.9K
|
+661
|
+9%
|
|
|
137
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$830K
|
-$28.2K
|
-279
|
-3%
|
|
|
138
|
L2 Asset Management
Wayland,
Massachusetts
|
$827K
|
+$826K
|
+8,167
|
New
|
|
|
139
|
Concurrent Investment Advisors
Tampa,
Florida
|
$824K
|
-$48.2K
|
-477
|
-6%
|
|
|
140
|
Equitable Holdings
New York
|
$807K
|
+$152K
|
+1,500
|
+23%
|
|
|
141
|
HeadInvest LLC
Portland,
Maine
|
$804K
|
–
|
–
|
–
|
|
|
142
|
Integrity Advisory Solutions
Dallas,
Texas
|
$802K
|
–
|
–
|
–
|
|
|
143
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$759K
|
+$76.1K
|
+752
|
+11%
|
|
|
144
|
Roan Capital Partners
Johnson City,
Tennessee
|
$743K
|
-$33.4K
|
-330
|
-4%
|
|
|
145
|
WealthSpring Partners
Long Beach,
California
|
$731K
|
+$809
|
+8
|
+0.1%
|
|
|
146
|
Rockbridge Investment Management
Syracuse,
New York
|
$715K
|
–
|
–
|
–
|
|
|
147
|
Manuka Financial
Richmond,
Virginia
|
$711K
|
+$88.1K
|
+871
|
+14%
|
|
|
148
|
Focus Partners Wealth
Boston,
Massachusetts
|
$711K
|
-$31.5K
|
-311
|
-4%
|
|
|
149
|
Avidian Wealth Enterprises
Houston,
Texas
|
$706K
|
+$342K
|
+3,377
|
+94%
|
|
|
150
|
EnRich Financial Partners
Madison,
Wisconsin
|
$692K
|
-$202
|
-2
|
-0%
|
|
