|
526
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.37M
|
–
|
–
|
–
|
|
|
527
|
Horizon Bancorp
Michigan City,
Indiana
|
$1.37M
|
+$1.26M
|
+4,800
|
New
|
|
|
528
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.37M
|
–
|
–
|
–
|
|
|
529
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.37M
|
–
|
–
|
–
|
|
|
530
|
Wealthstream Advisors
New York
|
$1.36M
|
+$42.7K
|
+162
|
+4%
|
|
|
531
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.36M
|
–
|
–
|
–
|
|
|
532
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.36M
|
-$211K
|
-800
|
-14%
|
|
|
533
|
Lido Advisors
Los Angeles,
California
|
$1.34M
|
-$3.91M
|
-14,852
|
-76%
|
|
|
534
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.34M
|
-$164K
|
-622
|
-12%
|
|
|
535
|
Clune & Associates
Chicago,
Illinois
|
$1.34M
|
+$155K
|
+590
|
+14%
|
|
|
536
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.33M
|
-$6.06K
|
-23
|
-0.5%
|
|
|
537
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.33M
|
-$15.3K
|
-58
|
-1%
|
|
|
538
|
Synergy Financial Group
San Ramon,
California
|
$1.32M
|
-$28.7K
|
-109
|
-2%
|
|
|
539
|
Appleton Partners
Boston,
Massachusetts
|
$1.32M
|
-$78.3K
|
-297
|
-6%
|
|
|
540
|
Gries Financial
Cleveland,
Ohio
|
$1.31M
|
-$18.7K
|
-71
|
-2%
|
|
|
541
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.31M
|
+$1.21M
|
+4,580
|
New
|
|
|
542
|
Claro Advisors
Boston,
Massachusetts
|
$1.3M
|
-$11.1K
|
-42
|
-0.9%
|
|
|
543
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.3M
|
-$13.2K
|
-50
|
-1%
|
|
|
544
|
|
$1.3M
|
–
|
–
|
–
|
|
|
545
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.29M
|
-$41.4K
|
-157
|
-3%
|
|
|
546
|
Athena Investment Management
Orinda,
California
|
$1.29M
|
+$43.7K
|
+166
|
+4%
|
|
|
547
|
Bell Investment Advisors
Oakland,
California
|
$1.29M
|
+$257K
|
+974
|
+27%
|
|
|
548
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$1.29M
|
-$95.4K
|
-362
|
-7%
|
|
|
549
|
Next Capital Management
New York
|
$1.29M
|
+$5.01K
|
+19
|
+0.4%
|
|
|
550
|
WealthCollab
Bellevue,
Washington
|
$1.29M
|
–
|
–
|
–
|
|
