|
151
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.68M
|
+$285K
|
+13,824
|
+20%
|
|
|
152
|
Redwood Financial Network
Solon,
Ohio
|
$1.66M
|
+$46.1K
|
+2,237
|
+3%
|
|
|
153
|
G2 Capital Management
Columbus,
Ohio
|
$1.66M
|
+$18.2K
|
+884
|
+1%
|
|
|
154
|
Truist Financial
Charlotte,
North Carolina
|
$1.66M
|
-$64.8K
|
-3,148
|
-4%
|
|
|
155
|
XY Planning Network
Bozeman,
Montana
|
$1.65M
|
+$1.14M
|
+55,525
|
+224%
|
|
|
156
|
Roundview Capital
Princeton,
New Jersey
|
$1.64M
|
–
|
–
|
–
|
|
|
157
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.63M
|
+$12.6K
|
+613
|
+0.8%
|
|
|
158
|
|
$1.63M
|
+$30K
|
+1,459
|
+2%
|
|
|
159
|
Tenon Financial
Metuchen,
New Jersey
|
$1.6M
|
+$970K
|
+47,134
|
+154%
|
|
|
160
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$1.57M
|
-$346K
|
-16,812
|
-18%
|
|
|
161
|
Camelot Portfolios
Maumee,
Ohio
|
$1.56M
|
-$259K
|
-12,584
|
-14%
|
|
|
162
|
Redmond Asset Management
Henrico,
Virginia
|
$1.54M
|
+$50K
|
+2,429
|
+3%
|
|
|
163
|
EP Wealth Advisors
Torrance,
California
|
$1.54M
|
+$1.54M
|
+74,640
|
New
|
|
|
164
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.47M
|
+$356K
|
+17,305
|
+32%
|
|
|
165
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.45M
|
+$211K
|
+10,268
|
+17%
|
|
|
166
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$1.43M
|
+$98.7K
|
+4,794
|
+7%
|
|
|
167
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.43M
|
-$28.6K
|
-1,387
|
-2%
|
|
|
168
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$1.41M
|
-$21.3K
|
-1,034
|
-1%
|
|
|
169
|
Beacon Financial Group
Dallas,
Texas
|
$1.38M
|
+$1.06M
|
+51,576
|
+333%
|
|
|
170
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$1.33M
|
+$1.33M
|
+64,371
|
New
|
|
|
171
|
Hanover Advisors
Seneca,
South Carolina
|
$1.31M
|
+$69.6K
|
+3,379
|
+6%
|
|
|
172
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$1.31M
|
-$44.3K
|
-2,151
|
-3%
|
|
|
173
|
IFP Advisors
Tampa,
Florida
|
$1.26M
|
+$39.9K
|
+1,938
|
+3%
|
|
|
174
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.26M
|
-$7.93K
|
-385
|
-0.6%
|
|
|
175
|
Everpar Advisors
Tulsa,
Oklahoma
|
$1.26M
|
+$46.2K
|
+2,243
|
+4%
|
|
