|
226
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$2.09M
|
+$2.2M
|
+30,717
|
New
|
|
|
227
|
Wade Financial Advisory
Campbell,
California
|
$2.08M
|
+$215
|
+3
|
+0%
|
|
|
228
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$2.07M
|
+$162K
|
+2,270
|
+8%
|
|
|
229
|
|
$2.04M
|
-$9.81K
|
-137
|
-0.5%
|
|
|
230
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.03M
|
-$117K
|
-1,638
|
-5%
|
|
|
231
|
Westside Investment Management
Santa Monica,
California
|
$1.96M
|
+$72
|
+1
|
+0%
|
|
|
232
|
Trilogy Capital
Irvine,
California
|
$1.92M
|
-$7.06M
|
-98,645
|
-78%
|
|
|
233
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.9M
|
-$41.3K
|
-577
|
-2%
|
|
|
234
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.9M
|
+$933K
|
+13,033
|
+87%
|
|
|
235
|
SouthState Corp
Winter Haven,
Florida
|
$1.89M
|
+$1.99M
|
+27,738
|
New
|
|
|
236
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.87M
|
+$47.4K
|
+662
|
+2%
|
|
|
237
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.86M
|
+$413K
|
+5,776
|
+27%
|
|
|
238
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.83M
|
+$112K
|
+1,561
|
+6%
|
|
|
239
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.83M
|
+$350K
|
+4,889
|
+22%
|
|
|
240
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.81M
|
-$283K
|
-3,951
|
-13%
|
|
|
241
|
LJI Wealth Management
Indianapolis,
Indiana
|
$1.8M
|
+$252K
|
+3,524
|
+15%
|
|
|
242
|
Cahill Wealth Management
Portage,
Michigan
|
$1.79M
|
-$16.5K
|
-230
|
-0.9%
|
|
|
243
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.76M
|
+$29.1K
|
+407
|
+2%
|
|
|
244
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.75M
|
+$506K
|
+7,068
|
+38%
|
|
|
245
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$1.74M
|
+$380K
|
+5,308
|
+26%
|
|
|
246
|
NWF Advisory Services
Los Angeles,
California
|
$1.74M
|
–
|
–
|
–
|
|
|
247
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$1.72M
|
-$5.01K
|
-70
|
-0.3%
|
|
|
248
|
Oakwell Private Wealth Management
Austin,
Texas
|
$1.71M
|
-$146K
|
-2,043
|
-8%
|
|
|
249
|
|
$1.7M
|
-$172K
|
-2,400
|
-9%
|
|
|
250
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.69M
|
-$70.9K
|
-991
|
-4%
|
|
