|
226
|
Eclectic Associates
Fullerton,
California
|
$3.64M
|
+$2.06M
|
+37,477
|
+113%
|
|
|
227
|
Simplicity Wealth
Summit,
New Jersey
|
$3.62M
|
+$3.87M
|
+70,329
|
New
|
|
|
228
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.62M
|
-$572K
|
-10,402
|
-13%
|
|
|
229
|
Studio Investment Management
Chicago,
Illinois
|
$3.57M
|
+$2.24M
|
+40,778
|
+143%
|
|
|
230
|
Clune & Associates
Chicago,
Illinois
|
$3.55M
|
+$454K
|
+8,245
|
+14%
|
|
|
231
|
Atomi Financial Group
New York
|
$3.38M
|
+$2.82M
|
+51,195
|
+356%
|
|
|
232
|
Elevate Wealth Advisory
Athens,
Georgia
|
$3.37M
|
+$57.5K
|
+1,044
|
+2%
|
|
|
233
|
White Wing Wealth Management
The Wodlands,
Texas
|
$3.34M
|
+$276K
|
+5,017
|
+8%
|
|
|
234
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.29M
|
-$97.6K
|
-1,773
|
-3%
|
|
|
235
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.25M
|
+$120K
|
+2,182
|
+4%
|
|
|
236
|
Curio Wealth
Annapolis,
Maryland
|
$3.24M
|
-$3.2M
|
-58,091
|
-100%
|
|
|
237
|
Concentrum Wealth Management
San Jose,
California
|
$3.21M
|
-$604K
|
-10,980
|
-15%
|
|
|
238
|
Klingman & Associates
New York
|
$3.2M
|
–
|
–
|
–
|
|
|
239
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.1M
|
+$26.5K
|
+481
|
+0.8%
|
|
|
240
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.1M
|
+$26.5K
|
+481
|
+0.8%
|
|
|
241
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.09M
|
-$131K
|
-2,380
|
-4%
|
|
|
242
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.04M
|
+$107K
|
+1,947
|
+3%
|
|
|
243
|
Aviance Capital Partners
Naples,
Florida
|
$3.01M
|
+$286K
|
+5,192
|
+10%
|
|
|
244
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$2.97M
|
+$187K
|
+3,394
|
+6%
|
|
|
245
|
Weinberger Asset Management
Los Angeles,
California
|
$2.97M
|
+$157K
|
+2,852
|
+5%
|
|
|
246
|
Shira Ridge Wealth Management
Larkspur,
California
|
$2.97M
|
-$192K
|
-3,494
|
-6%
|
|
|
247
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.95M
|
-$107K
|
-1,943
|
-3%
|
|
|
248
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.94M
|
+$2.75M
|
+49,928
|
+694%
|
|
|
249
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.91M
|
+$112K
|
+2,038
|
+4%
|
|
|
250
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.9M
|
+$6.77K
|
+123
|
+0.2%
|
|
