|
126
|
Journey Strategic Wealth
Summit,
New Jersey
|
$635K
|
+$25.2K
|
+999
|
+4%
|
|
|
127
|
Tempo Wealth
Independence,
Ohio
|
$631K
|
+$631K
|
+24,996
|
New
|
|
|
128
|
Gould Asset Management
Claremont,
California
|
$613K
|
+$52.2K
|
+2,065
|
+9%
|
|
|
129
|
Avidian Wealth Enterprises
Houston,
Texas
|
$611K
|
+$9.12K
|
+361
|
+2%
|
|
|
130
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$602K
|
+$13.7K
|
+544
|
+2%
|
|
|
131
|
Diversified Enterprises
Wilmington,
Delaware
|
$589K
|
+$11K
|
+436
|
+2%
|
|
|
132
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$578K
|
+$22.3K
|
+883
|
+4%
|
|
|
133
|
Wealth Advisory Team
Bellevue,
Kentucky
|
$577K
|
+$577K
|
+22,851
|
New
|
|
|
134
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$575K
|
–
|
–
|
–
|
|
|
135
|
Exchange Bank
Santa Rosa,
California
|
$572K
|
+$38K
|
+1,505
|
+7%
|
|
|
136
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$552K
|
–
|
–
|
–
|
|
|
137
|
M Holdings Securities
Portland,
Oregon
|
$548K
|
+$548K
|
+21,711
|
New
|
|
|
138
|
Central Trust Company
Jefferson City,
Missouri
|
$545K
|
–
|
–
|
–
|
|
|
139
|
Kelsey Financial
Moorpark,
California
|
$543K
|
+$544K
|
+21,533
|
New
|
|
|
140
|
Farther Finance Advisors
San Francisco,
California
|
$543K
|
+$345K
|
+13,666
|
+174%
|
|
|
141
|
|
$534K
|
-$98.4K
|
-3,894
|
-16%
|
|
|
142
|
Keener Financial Planning
Keller,
Texas
|
$523K
|
+$17.7K
|
+699
|
+3%
|
|
|
143
|
Continuum Advisory
Eagle,
Idaho
|
$523K
|
+$112K
|
+4,444
|
+27%
|
|
|
144
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$520K
|
+$15.3K
|
+607
|
+3%
|
|
|
145
|
HeadInvest LLC
Portland,
Maine
|
$516K
|
+$11.7K
|
+465
|
+2%
|
|
|
146
|
Whittier Trust
South Pasadena,
California
|
$512K
|
–
|
–
|
–
|
|
|
147
|
Private Wealth Management Group
Princeton,
New Jersey
|
$496K
|
+$18.5K
|
+732
|
+4%
|
|
|
148
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$493K
|
-$147K
|
-5,809
|
-23%
|
|
|
149
|
Joel Adams & Associates
Asheville,
North Carolina
|
$484K
|
+$90.4K
|
+3,580
|
+23%
|
|
|
150
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$481K
|
+$6.49K
|
+257
|
+1%
|
|
