|
226
|
Vestment Financial
Chanhassen,
Minnesota
|
$4.05M
|
+$4.18M
|
+73,145
|
New
|
|
|
227
|
Level Financial Advisors
East Amherst,
New York
|
$4.04M
|
-$56.7K
|
-991
|
-1%
|
|
|
228
|
Burk Holdings
Tulsa,
Oklahoma
|
$3.99M
|
+$4.1M
|
+71,657
|
New
|
|
|
229
|
Vantage Point Financial
Lisle,
Illinois
|
$3.73M
|
+$3.83M
|
+66,971
|
New
|
|
|
230
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.65M
|
-$74.9K
|
-1,309
|
-2%
|
|
|
231
|
White Wing Wealth Management
The Wodlands,
Texas
|
$3.65M
|
+$75.1K
|
+1,312
|
+2%
|
|
|
232
|
Fortitude Family Office
Scottsdale,
Arizona
|
$3.65M
|
+$799K
|
+13,957
|
+27%
|
|
|
233
|
BetterWealth
San Jose,
California
|
$3.61M
|
+$3.66K
|
+64
|
+0.1%
|
|
|
234
|
Elevate Wealth Advisory
Athens,
Georgia
|
$3.58M
|
+$176K
|
+3,075
|
+5%
|
|
|
235
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.48M
|
+$104K
|
+1,824
|
+3%
|
|
|
236
|
Klingman & Associates
New York
|
$3.46M
|
–
|
–
|
–
|
|
|
237
|
Shira Ridge Wealth Management
Larkspur,
California
|
$3.4M
|
-$308K
|
-5,380
|
-8%
|
|
|
238
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.39M
|
-$229
|
-4
|
-0%
|
|
|
239
|
Clune & Associates
Chicago,
Illinois
|
$3.38M
|
+$3.48M
|
+60,746
|
New
|
|
|
240
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.32M
|
+$150K
|
+2,621
|
+5%
|
|
|
241
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.32M
|
+$150K
|
+2,621
|
+5%
|
|
|
242
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.3M
|
+$29.8K
|
+521
|
+0.9%
|
|
|
243
|
Curio Wealth
Annapolis,
Maryland
|
$3.24M
|
+$3.33M
|
+58,137
|
New
|
|
|
244
|
True Wealth Design
Akron,
Ohio
|
$3.22M
|
-$400K
|
-6,990
|
-11%
|
|
|
245
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.18M
|
+$229
|
+4
|
+0%
|
|
|
246
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$3.13M
|
+$367K
|
+6,414
|
+13%
|
|
|
247
|
LJI Wealth Management
Indianapolis,
Indiana
|
$3.13M
|
+$13.8K
|
+242
|
+0.4%
|
|
|
248
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.07M
|
-$34.8K
|
-608
|
-1%
|
|
|
249
|
Weinberger Asset Management
Los Angeles,
California
|
$3.05M
|
+$252K
|
+4,405
|
+9%
|
|
|
250
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.03M
|
-$9.33K
|
-163
|
-0.3%
|
|
