|
201
|
White Wing Wealth Management
The Wodlands,
Texas
|
$3.42M
|
+$952K
|
+18,142
|
+38%
|
|
|
202
|
True Wealth Design
Akron,
Ohio
|
$3.39M
|
-$480K
|
-9,148
|
-12%
|
|
|
203
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.37M
|
+$332K
|
+6,333
|
+11%
|
|
|
204
|
Klingman & Associates
New York
|
$3.23M
|
–
|
–
|
–
|
|
|
205
|
Elevate Wealth Advisory
Athens,
Georgia
|
$3.16M
|
+$421K
|
+8,033
|
+15%
|
|
|
206
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.16M
|
-$734
|
-14
|
-0%
|
|
|
207
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.14M
|
+$2.2K
|
+42
|
+0.1%
|
|
|
208
|
LJI Wealth Management
Indianapolis,
Indiana
|
$3.13M
|
+$8.81K
|
+168
|
+0.3%
|
|
|
209
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.12M
|
+$2.17M
|
+41,312
|
+220%
|
|
|
210
|
Farther Finance Advisors
San Francisco,
California
|
$3.11M
|
+$439K
|
+8,372
|
+16%
|
|
|
211
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.07M
|
-$34.6K
|
-660
|
-1%
|
|
|
212
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$2.86M
|
-$8.97K
|
-171
|
-0.3%
|
|
|
213
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.85M
|
-$55.5K
|
-1,058
|
-2%
|
|
|
214
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.77M
|
-$779K
|
-14,848
|
-22%
|
|
|
215
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.77M
|
-$779K
|
-14,848
|
-22%
|
|
|
216
|
SpiderRock Advisors
Wilimington,
Delaware
|
$2.73M
|
-$236K
|
-4,505
|
-8%
|
|
|
217
|
Concentrum Wealth Management
San Jose,
California
|
$2.63M
|
+$776K
|
+14,785
|
+41%
|
|
|
218
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.57M
|
+$88.1K
|
+1,679
|
+4%
|
|
|
219
|
WorthPointe
La Jolla,
California
|
$2.53M
|
+$32.8K
|
+625
|
+1%
|
|
|
220
|
|
$2.52M
|
-$3.04K
|
-58
|
-0.1%
|
|
|
221
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$2.52M
|
-$63.8K
|
-1,216
|
-2%
|
|
|
222
|
Fortitude Family Office
Scottsdale,
Arizona
|
$2.49M
|
+$748K
|
+14,265
|
+42%
|
|
|
223
|
US Bancorp
Minneapolis,
Minnesota
|
$2.44M
|
-$9.81K
|
-187
|
-0.4%
|
|
|
224
|
Applied Capital
Little Rock,
Arkansas
|
$2.44M
|
+$2.46K
|
+47
|
+0.1%
|
|
|
225
|
SOL Capital Management
Rockville,
Maryland
|
$2.42M
|
-$89.5K
|
-1,707
|
-4%
|
|
