|
126
|
Journey Strategic Wealth
Summit,
New Jersey
|
$688K
|
+$57.7K
|
+2,289
|
+9%
|
|
|
127
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$662K
|
-$12.7K
|
-502
|
-2%
|
|
|
128
|
VERITY Wealth Advisors
Sausalito,
United States
|
$660K
|
–
|
–
|
–
|
|
|
129
|
Cantor Fitzgerald Investment Advisors
New York
|
$652K
|
-$161K
|
-6,384
|
-20%
|
|
|
130
|
Diversified Enterprises
Wilmington,
Delaware
|
$635K
|
+$50.5K
|
+2,003
|
+9%
|
|
|
131
|
Tempo Wealth
Independence,
Ohio
|
$627K
|
+$706
|
+28
|
+0.1%
|
|
|
132
|
Avidian Wealth Enterprises
Houston,
Texas
|
$611K
|
+$4.54K
|
+180
|
+0.7%
|
|
|
133
|
Gould Asset Management
Claremont,
California
|
$605K
|
-$4.16K
|
-165
|
-0.7%
|
|
|
134
|
LexAurum Advisors
Overland Park,
Kansas
|
$604K
|
+$608K
|
+24,117
|
New
|
|
|
135
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$602K
|
+$4.46K
|
+177
|
+0.7%
|
|
|
136
|
Novare Capital Management
Charlotte,
North Carolina
|
$586K
|
-$141K
|
-5,611
|
-19%
|
|
|
137
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$577K
|
+$3.53K
|
+140
|
+0.6%
|
|
|
138
|
Exchange Bank
Santa Rosa,
California
|
$572K
|
+$3.91K
|
+155
|
+0.7%
|
|
|
139
|
Kelsey Financial
Moorpark,
California
|
$564K
|
+$24.4K
|
+969
|
+5%
|
|
|
140
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$557K
|
+$67.5K
|
+2,676
|
+14%
|
|
|
141
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$551K
|
-$500K
|
-19,834
|
-47%
|
|
|
142
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$549K
|
–
|
–
|
–
|
|
|
143
|
M Holdings Securities
Portland,
Oregon
|
$543K
|
+$50
|
+2
|
+0%
|
|
|
144
|
Parallel Advisors
San Francisco,
California
|
$541K
|
+$268K
|
+10,627
|
+97%
|
|
|
145
|
Keener Financial Planning
Keller,
Texas
|
$539K
|
+$19.2K
|
+761
|
+4%
|
|
|
146
|
Central Trust Company
Jefferson City,
Missouri
|
$536K
|
-$5.04K
|
-200
|
-0.9%
|
|
|
147
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$531K
|
+$14.4K
|
+573
|
+3%
|
|
|
148
|
HeadInvest LLC
Portland,
Maine
|
$528K
|
+$15.3K
|
+607
|
+3%
|
|
|
149
|
Farther Finance Advisors
San Francisco,
California
|
$524K
|
-$13K
|
-515
|
-2%
|
|
|
150
|
Continuum Advisory
Eagle,
Idaho
|
$523K
|
+$3.6K
|
+143
|
+0.7%
|
|
