|
251
|
Westside Investment Management
Santa Monica,
California
|
$2.71M
|
-$7.04K
|
-80
|
-0.3%
|
|
|
252
|
Lane Brothers & Co
Prescott,
Arizona
|
$2.65M
|
-$314K
|
-3,568
|
-11%
|
|
|
253
|
EP Wealth Advisors
Torrance,
California
|
$2.64M
|
+$220K
|
+2,500
|
+9%
|
|
|
254
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.61M
|
-$73.9K
|
-840
|
-3%
|
|
|
255
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.58M
|
-$50.6K
|
-575
|
-2%
|
|
|
256
|
Red Mountain Financial
Fort Collins,
Colorado
|
$2.58M
|
+$185K
|
+2,098
|
+8%
|
|
|
257
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$2.57M
|
+$660K
|
+7,503
|
+36%
|
|
|
258
|
Financial Engines Advisors
Santa Clara,
California
|
$2.51M
|
-$342K
|
-3,884
|
-12%
|
|
|
259
|
Northwest Wealth Management
Spencer,
Iowa
|
$2.49M
|
-$9.77K
|
-111
|
-0.4%
|
|
|
260
|
Belpointe Asset Management
Reno,
Nevada
|
$2.48M
|
+$1.99M
|
+22,649
|
+491%
|
|
|
261
|
Truist Financial
Charlotte,
North Carolina
|
$2.45M
|
+$38.1K
|
+433
|
+2%
|
|
|
262
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.44M
|
-$15.7K
|
-178
|
-0.7%
|
|
|
263
|
Perigon Wealth Management
San Francisco,
California
|
$2.41M
|
-$86.8K
|
-986
|
-4%
|
|
|
264
|
Destination Wealth Management
Walnut Creek,
California
|
$2.4M
|
–
|
–
|
–
|
|
|
265
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.39M
|
-$2.34M
|
-26,638
|
-50%
|
|
|
266
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.39M
|
-$360K
|
-4,091
|
-13%
|
|
|
267
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.38M
|
+$30.4K
|
+346
|
+1%
|
|
|
268
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$2.34M
|
-$40.8K
|
-464
|
-2%
|
|
|
269
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.34M
|
+$8.8K
|
+100
|
+0.4%
|
|
|
270
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.32M
|
+$32.8K
|
+373
|
+1%
|
|
|
271
|
LexAurum Advisors
Overland Park,
Kansas
|
$2.32M
|
+$352
|
+4
|
+0%
|
|
|
272
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$2.27M
|
–
|
–
|
–
|
|
|
273
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.26M
|
-$63.7K
|
-724
|
-3%
|
|
|
274
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.25M
|
+$95.9K
|
+1,090
|
+5%
|
|
|
275
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$2.23M
|
-$71.5K
|
-812
|
-3%
|
|
