|
351
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$2.99M
|
+$2.83M
|
+93,669
|
New
|
|
|
352
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.97M
|
-$40.2K
|
-1,331
|
-1%
|
|
|
353
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.94M
|
-$230K
|
-7,605
|
-8%
|
|
|
354
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2.91M
|
+$2.52M
|
+83,426
|
+1,072%
|
|
|
355
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.87M
|
+$28.3K
|
+938
|
+1%
|
|
|
356
|
HFG Wealth Management
The Woodlands,
Texas
|
$2.85M
|
-$3.22M
|
-106,727
|
-54%
|
|
|
357
|
Wealthspan Partners
Davenport,
Iowa
|
$2.84M
|
+$614K
|
+20,346
|
+30%
|
|
|
358
|
WestHill Financial Advisors
San Rafael,
California
|
$2.8M
|
–
|
–
|
–
|
|
|
359
|
Empowered Funds
Havertown,
Pennsylvania
|
$2.75M
|
+$2.6M
|
+86,134
|
New
|
|
|
360
|
Level Four Advisory Services
Dallas,
Texas
|
$2.75M
|
–
|
–
|
–
|
|
|
361
|
Parkside Advisors
Berkeley,
California
|
$2.73M
|
+$2.58M
|
+85,409
|
New
|
|
|
362
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.71M
|
-$75.5K
|
-2,500
|
-3%
|
|
|
363
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.66M
|
-$135K
|
-4,469
|
-5%
|
|
|
364
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.62M
|
-$252K
|
-8,350
|
-9%
|
|
|
365
|
Atwater Malick
Lancaster,
Pennsylvania
|
$2.59M
|
+$4.89K
|
+162
|
+0.2%
|
|
|
366
|
Montis Financial
Waltham,
Massachusetts
|
$2.59M
|
+$2.45M
|
+81,035
|
New
|
|
|
367
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$2.53M
|
+$361K
|
+11,967
|
+18%
|
|
|
368
|
WealthCollab
Bellevue,
Washington
|
$2.48M
|
-$13.5K
|
-448
|
-0.6%
|
|
|
369
|
Choreo LLC
Rockford,
Illinois
|
$2.46M
|
+$239K
|
+7,924
|
+11%
|
|
|
370
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.46M
|
+$482K
|
+15,955
|
+26%
|
|
|
371
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$2.46M
|
-$4.11M
|
-136,076
|
-64%
|
|
|
372
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$2.46M
|
–
|
–
|
–
|
|
|
373
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$2.43M
|
+$2.23K
|
+74
|
+0.1%
|
|
|
374
|
Orion Capital Management
Coronado,
California
|
$2.41M
|
+$151
|
+5
|
+0%
|
|
|
375
|
Kure Advisory
Plymouth,
Minnesota
|
$2.38M
|
+$54.5K
|
+1,805
|
+2%
|
|
