|
301
|
SteelPeak Wealth
Woodland Hills,
California
|
$2M
|
+$103K
|
+2,513
|
+6%
|
|
|
302
|
|
$1.97M
|
-$470K
|
-11,426
|
-20%
|
|
|
303
|
Diversify Wealth Management
Sandy,
Utah
|
$1.96M
|
+$445K
|
+10,817
|
+31%
|
|
|
304
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.94M
|
-$82.9K
|
-2,018
|
-4%
|
|
|
305
|
FullCircle Wealth
Dallas,
Texas
|
$1.91M
|
+$268K
|
+6,530
|
+17%
|
|
|
306
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.9M
|
-$24.5K
|
-596
|
-1%
|
|
|
307
|
Northwest Financial Advisors
Herndon,
Virginia
|
$1.9M
|
+$215K
|
+5,242
|
+13%
|
|
|
308
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.82M
|
+$114K
|
+2,778
|
+7%
|
|
|
309
|
Lantz Financial
Naperville,
Illinois
|
$1.79M
|
–
|
–
|
–
|
|
|
310
|
Atlas Legacy Advisors
Los Angeles,
California
|
$1.77M
|
+$14.9K
|
+362
|
+0.9%
|
|
|
311
|
Financial Council
Towson,
Maryland
|
$1.74M
|
+$77.7K
|
+1,890
|
+5%
|
|
|
312
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$1.72M
|
-$169K
|
-4,112
|
-9%
|
|
|
313
|
Farther Finance Advisors
San Francisco,
California
|
$1.71M
|
+$419K
|
+10,187
|
+33%
|
|
|
314
|
EQ Wealth Advisors
Dallas,
Texas
|
$1.69M
|
+$214K
|
+5,212
|
+15%
|
|
|
315
|
Creative Planning
Overland Park,
Kansas
|
$1.68M
|
+$258K
|
+6,267
|
+19%
|
|
|
316
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1.68M
|
+$826K
|
+20,095
|
+101%
|
|
|
317
|
Lynch & Associates
Newburgh,
Indiana
|
$1.64M
|
+$97.1K
|
+2,363
|
+6%
|
|
|
318
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.6M
|
-$16.1K
|
-392
|
-1%
|
|
|
319
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.59M
|
+$16.1K
|
+392
|
+1%
|
|
|
320
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$1.58M
|
+$108K
|
+2,619
|
+7%
|
|
|
321
|
Summit Global Investments
Bountiful,
Utah
|
$1.53M
|
+$395K
|
+9,604
|
+36%
|
|
|
322
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$1.53M
|
+$661K
|
+16,087
|
+79%
|
|
|
323
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.53M
|
-$27.4K
|
-666
|
-2%
|
|
|
324
|
Summit Financial
Parsippany,
New Jersey
|
$1.52M
|
+$1.49M
|
+36,155
|
New
|
|
|
325
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.51M
|
+$368K
|
+8,945
|
+33%
|
|
