|
201
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.72M
|
+$649K
|
+12,610
|
+23%
|
|
|
202
|
Klingman & Associates
New York
|
$3.39M
|
-$3.65K
|
-71
|
-0.1%
|
|
|
203
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.32M
|
-$8.03K
|
-156
|
-0.3%
|
|
|
204
|
LJI Wealth Management
Indianapolis,
Indiana
|
$3.28M
|
+$4.27K
|
+83
|
+0.1%
|
|
|
205
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.26M
|
-$56.8K
|
-1,103
|
-2%
|
|
|
206
|
Prospera Financial Services
Dallas,
Texas
|
$3.2M
|
+$1.6M
|
+31,004
|
+111%
|
|
|
207
|
Annandale Capital
Dallas,
Texas
|
$3.2M
|
+$919K
|
+17,859
|
+44%
|
|
|
208
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.19M
|
+$163K
|
+3,169
|
+6%
|
|
|
209
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.05M
|
-$1.79M
|
-34,801
|
-38%
|
|
|
210
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$3.01M
|
+$101K
|
+1,966
|
+4%
|
|
|
211
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$3.01M
|
-$100K
|
-1,942
|
-3%
|
|
|
212
|
SpiderRock Advisors
Wilimington,
Delaware
|
$2.95M
|
+$2.94M
|
+57,196
|
New
|
|
|
213
|
Elevate Wealth Advisory
Athens,
Georgia
|
$2.88M
|
+$591K
|
+11,488
|
+28%
|
|
|
214
|
Farther Finance Advisors
San Francisco,
California
|
$2.82M
|
+$61.9K
|
+1,203
|
+2%
|
|
|
215
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.81M
|
+$5.15K
|
+100
|
+0.2%
|
|
|
216
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$2.71M
|
-$470K
|
-9,135
|
-16%
|
|
|
217
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$2.66M
|
-$1.34K
|
-26
|
-0.1%
|
|
|
218
|
|
$2.65M
|
-$32.4K
|
-630
|
-1%
|
|
|
219
|
SOL Capital Management
Rockville,
Maryland
|
$2.63M
|
-$9.68K
|
-188
|
-0.4%
|
|
|
220
|
WorthPointe
La Jolla,
California
|
$2.62M
|
-$26.3K
|
-511
|
-1%
|
|
|
221
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.61M
|
+$352K
|
+6,842
|
+17%
|
|
|
222
|
White Wing Wealth Management
The Wodlands,
Texas
|
$2.58M
|
+$2.46M
|
+47,852
|
New
|
|
|
223
|
US Bancorp
Minneapolis,
Minnesota
|
$2.57M
|
+$435K
|
+8,454
|
+22%
|
|
|
224
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$2.49M
|
+$2.36M
|
+45,769
|
New
|
|
|
225
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.36M
|
+$1.36M
|
+26,512
|
+158%
|
|
