|
176
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$829K
|
+$836K
|
+41,205
|
New
|
|
|
177
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$821K
|
+$827K
|
+40,760
|
New
|
|
|
178
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$801K
|
+$16.3K
|
+805
|
+2%
|
|
|
179
|
Insight Wealth Partners
Plano,
Texas
|
$768K
|
+$108K
|
+5,316
|
+16%
|
|
|
180
|
Franklin Resources
San Mateo,
California
|
$764K
|
–
|
–
|
–
|
|
|
181
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$760K
|
+$530K
|
+26,153
|
+225%
|
|
|
182
|
Flaharty Asset Management
Clearwater,
Florida
|
$736K
|
–
|
–
|
–
|
|
|
183
|
4Thought Financial Group
Syosset,
New York
|
$733K
|
-$73.5K
|
-3,625
|
-9%
|
|
|
184
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$712K
|
+$717K
|
+35,352
|
New
|
|
|
185
|
Capital Investment Advisors
Atlanta,
Georgia
|
$706K
|
+$53.5K
|
+2,637
|
+8%
|
|
|
186
|
First Command Advisory Services
Fort Worth,
Texas
|
$686K
|
-$90.8K
|
-4,474
|
-12%
|
|
|
187
|
True Vision MN
Woodbury,
Minnesota
|
$685K
|
+$691K
|
+34,046
|
New
|
|
|
188
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$631K
|
+$297K
|
+14,646
|
+88%
|
|
|
189
|
Cypress Wealth Services
Palm Desert,
California
|
$630K
|
-$10.4K
|
-512
|
-2%
|
|
|
190
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$629K
|
+$634K
|
+31,249
|
New
|
|
|
191
|
Brown Advisory
Baltimore,
Maryland
|
$629K
|
-$102K
|
-5,014
|
-14%
|
|
|
192
|
Atria Wealth Solutions
New York
|
$617K
|
+$48.7K
|
+2,403
|
+9%
|
|
|
193
|
Oder Investment Management
Woodland Hills,
California
|
$617K
|
+$17.7K
|
+875
|
+3%
|
|
|
194
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$600K
|
+$63.9K
|
+3,152
|
+12%
|
|
|
195
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$587K
|
-$13K
|
-639
|
-2%
|
|
|
196
|
Goodman Financial
Houston,
Texas
|
$585K
|
+$589K
|
+29,052
|
New
|
|
|
197
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$582K
|
+$586K
|
+28,893
|
New
|
|
|
198
|
Western Wealth Management
Golden,
Colorado
|
$578K
|
+$17.2K
|
+850
|
+3%
|
|
|
199
|
HB Wealth Management
Atlanta,
Georgia
|
$572K
|
+$18.3K
|
+900
|
+3%
|
|
|
200
|
Monterey Private Wealth
Monterey,
California
|
$562K
|
+$58.4K
|
+2,878
|
+11%
|
|
