|
151
|
Copperleaf Capital
Raleigh,
North Carolina
|
$616K
|
+$214K
|
+9,020
|
+54%
|
|
|
152
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$610K
|
+$602K
|
+25,362
|
New
|
|
|
153
|
EP Wealth Advisors
Torrance,
California
|
$575K
|
–
|
–
|
–
|
|
|
154
|
Beacon Pointe Advisors
Newport Beach,
California
|
$545K
|
-$37.5K
|
-1,581
|
-7%
|
|
|
155
|
SOL Capital Management
Rockville,
Maryland
|
$536K
|
–
|
–
|
–
|
|
|
156
|
Gemmer Asset Management
Walnut Creek,
California
|
$526K
|
+$25K
|
+1,054
|
+5%
|
|
|
157
|
Pathstone Family Office
Englewood,
New Jersey
|
$511K
|
+$504K
|
+21,248
|
New
|
|
|
158
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$501K
|
+$49.6K
|
+2,090
|
+11%
|
|
|
159
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$494K
|
–
|
–
|
–
|
|
|
160
|
Abacus Planning Group
Columbia,
South Carolina
|
$493K
|
–
|
–
|
–
|
|
|
161
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$487K
|
+$14.9K
|
+628
|
+3%
|
|
|
162
|
Red Lighthouse Investment Management
New York
|
$484K
|
–
|
–
|
–
|
|
|
163
|
Cresset Asset Management
Chicago,
Illinois
|
$460K
|
+$454K
|
+19,145
|
New
|
|
|
164
|
Morling Financial Advisors
Fremont,
California
|
$442K
|
-$9.28K
|
-391
|
-2%
|
|
|
165
|
Private Advisor Group
Morristown,
New Jersey
|
$433K
|
+$66.5K
|
+2,804
|
+20%
|
|
|
166
|
Shore Point Advisors
Brielle,
New Jersey
|
$431K
|
+$426K
|
+17,941
|
New
|
|
|
167
|
Disciplined Investments
Tulsa,
Oklahoma
|
$425K
|
+$34.9K
|
+1,471
|
+9%
|
|
|
168
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$422K
|
+$16.4K
|
+692
|
+4%
|
|
|
169
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$422K
|
+$9.96K
|
+420
|
+2%
|
|
|
170
|
NWAM LLC
Mercer Island,
Washington
|
$417K
|
+$2.18K
|
+92
|
+0.5%
|
|
|
171
|
Level Financial Advisors
East Amherst,
New York
|
$417K
|
+$335K
|
+14,106
|
+438%
|
|
|
172
|
Chico Wealth RIA
Chico,
California
|
$414K
|
–
|
–
|
–
|
|
|
173
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$400K
|
-$735K
|
-31,000
|
-65%
|
|
|
174
|
Blue Trust Inc
Alpharetta,
Georgia
|
$398K
|
+$401K
|
+16,892
|
New
|
|
|
175
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$387K
|
+$382K
|
+16,087
|
New
|
|
