|
176
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$323K
|
+$301K
|
+5,022
|
New
|
|
|
177
|
Summit Financial Strategies
Columbus,
Ohio
|
$323K
|
-$49.6K
|
-827
|
-14%
|
|
|
178
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$320K
|
–
|
–
|
–
|
|
|
179
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$316K
|
+$1.02K
|
+17
|
+0.3%
|
|
|
180
|
My Personal CFO LLC
Vancouver,
Washington
|
$298K
|
+$277K
|
+4,630
|
New
|
|
|
181
|
Capital Performance Advisors
Walnut Creek,
California
|
$291K
|
-$51.2K
|
-855
|
-16%
|
|
|
182
|
Gradient Capital Advisors
San Diego,
California
|
$286K
|
-$56.9K
|
-949
|
-18%
|
|
|
183
|
Meridian Wealth Management
Lexington,
Kentucky
|
$282K
|
+$263K
|
+4,391
|
New
|
|
|
184
|
Plum Street Advisors
New Orleans,
Louisiana
|
$281K
|
+$256K
|
+4,271
|
New
|
|
|
185
|
Austin Asset Management
Austin,
Texas
|
$280K
|
+$24.4K
|
+407
|
+10%
|
|
|
186
|
Citadel Advisors
Miami,
Florida
|
$274K
|
-$219K
|
-3,660
|
-46%
|
|
|
187
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$262K
|
–
|
–
|
–
|
|
|
188
|
Avidian Wealth Enterprises
Houston,
Texas
|
$257K
|
+$240K
|
+4,000
|
New
|
|
|
189
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$236K
|
+$220K
|
+3,669
|
New
|
|
|
190
|
Atria Wealth Solutions
New York
|
$234K
|
-$6.29K
|
-105
|
-3%
|
|
|
191
|
Ruedi Wealth Management
Champaign,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
192
|
LexAurum Advisors
Overland Park,
Kansas
|
$230K
|
+$214K
|
+3,576
|
New
|
|
|
193
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$226K
|
+$1.92K
|
+32
|
+0.9%
|
|
|
194
|
Brickley Wealth Management
San Mateo,
California
|
$216K
|
+$202K
|
+3,368
|
New
|
|
|
195
|
Vawter Financial
Columbus,
Ohio
|
$208K
|
+$194K
|
+3,244
|
New
|
|
|
196
|
Old Mission Capital
Chicago,
Illinois
|
$208K
|
+$194K
|
+3,240
|
New
|
|
|
197
|
EP Wealth Advisors
Torrance,
California
|
$147K
|
+$137K
|
+2,290
|
New
|
|
|
198
|
LAM Group
Lake Oswego,
Oregon
|
$147K
|
+$74.6K
|
+1,245
|
+120%
|
|
|
199
|
Private Trust Company
Cleveland,
Ohio
|
$137K
|
+$479
|
+8
|
+0.4%
|
|
|
200
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$136K
|
-$1.02K
|
-17
|
-0.8%
|
|
