|
201
|
Veridan Wealth
West Linn,
Oregon
|
$237K
|
+$234K
|
+10,048
|
New
|
|
|
202
|
Wharton Business Group
Malvern,
Pennsylvania
|
$237K
|
–
|
–
|
–
|
|
|
203
|
Life Line Wealth Management
Beverly Hills,
California
|
$232K
|
-$21.6K
|
-929
|
-9%
|
|
|
204
|
TME Financial
Huntington Beach,
California
|
$219K
|
-$14.8K
|
-634
|
-6%
|
|
|
205
|
Level Financial Advisors
East Amherst,
New York
|
$218K
|
-$91.5K
|
-3,930
|
-30%
|
|
|
206
|
Whittier Trust
South Pasadena,
California
|
$218K
|
+$443
|
+19
|
+0.2%
|
|
|
207
|
High Falls Advisors
Rochester,
New York
|
$214K
|
+$211K
|
+9,068
|
New
|
|
|
208
|
True Link Financial Advisors
San Francisco,
California
|
$211K
|
+$209K
|
+8,972
|
New
|
|
|
209
|
Western Wealth Management
Golden,
Colorado
|
$210K
|
+$208K
|
+8,926
|
New
|
|
|
210
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$209K
|
+$64.4K
|
+2,764
|
+45%
|
|
|
211
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$209K
|
+$206K
|
+8,856
|
New
|
|
|
212
|
Centurion Wealth Management
Mclean,
Virginia
|
$208K
|
+$206K
|
+8,831
|
New
|
|
|
213
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$208K
|
+$205K
|
+8,819
|
New
|
|
|
214
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$207K
|
-$2.28K
|
-98
|
-1%
|
|
|
215
|
Transcend Capital Advisors
Madison,
New Jersey
|
$206K
|
+$204K
|
+8,746
|
New
|
|
|
216
|
Kestra Investment Management
Austin,
Texas
|
$205K
|
+$203K
|
+8,698
|
New
|
|
|
217
|
Manning & Napier Advisors
Fairport,
New York
|
$176K
|
+$174K
|
+7,456
|
New
|
|
|
218
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$168K
|
+$443
|
+19
|
+0.3%
|
|
|
219
|
Principal Securities
Des Moines,
Iowa
|
$160K
|
–
|
–
|
–
|
|
|
220
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$158K
|
+$1.7K
|
+73
|
+1%
|
|
|
221
|
SouthState Corp
Winter Haven,
Florida
|
$154K
|
+$152K
|
+6,545
|
New
|
|
|
222
|
Eastern Bank
Boston,
Massachusetts
|
$149K
|
-$32.4K
|
-1,392
|
-18%
|
|
|
223
|
|
$145K
|
+$419
|
+18
|
+0.3%
|
|
|
224
|
Fairway Wealth
Independence,
Ohio
|
$145K
|
+$143K
|
+6,160
|
New
|
|
|
225
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$123K
|
+$122K
|
+5,228
|
New
|
|
