|
151
|
Concord Wealth Partners
Abingdon,
Virginia
|
$517K
|
+$520K
|
+10,860
|
New
|
|
|
152
|
CVA Family Office
Denver,
Colorado
|
$513K
|
–
|
–
|
–
|
|
|
153
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$501K
|
+$504K
|
+10,526
|
New
|
|
|
154
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$498K
|
+$502K
|
+10,478
|
New
|
|
|
155
|
XY Planning Network
Bozeman,
Montana
|
$482K
|
+$72.5K
|
+1,515
|
+18%
|
|
|
156
|
DecisionPoint Financial
Mesa,
Arizona
|
$480K
|
–
|
–
|
–
|
|
|
157
|
Five Oceans Advisors
Santa Monica,
California
|
$458K
|
-$292K
|
-6,102
|
-39%
|
|
|
158
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$457K
|
-$12.5K
|
-261
|
-3%
|
|
|
159
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$456K
|
+$4.74K
|
+99
|
+1%
|
|
|
160
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$453K
|
–
|
–
|
–
|
|
|
161
|
McIlrath & Eck
Arlington,
Washington
|
$450K
|
+$85.4K
|
+1,783
|
+23%
|
|
|
162
|
Burk Holdings
Tulsa,
Oklahoma
|
$434K
|
-$21.8K
|
-455
|
-5%
|
|
|
163
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$429K
|
+$104K
|
+2,181
|
+32%
|
|
|
164
|
Beta Wealth Group
San Diego,
California
|
$427K
|
-$29.7K
|
-621
|
-6%
|
|
|
165
|
Claris Advisors
St. Louis,
Missouri
|
$421K
|
-$74.3K
|
-1,552
|
-15%
|
|
|
166
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$421K
|
+$2.15K
|
+45
|
+0.5%
|
|
|
167
|
|
$420K
|
+$48
|
+1
|
+0%
|
|
|
168
|
LJI Wealth Management
Indianapolis,
Indiana
|
$420K
|
-$14.4K
|
-300
|
-3%
|
|
|
169
|
Pacific Asset Management
Gig Harbor,
Washington
|
$417K
|
+$33.8K
|
+705
|
+9%
|
|
|
170
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$409K
|
-$20.3K
|
-424
|
-5%
|
|
|
171
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$408K
|
–
|
–
|
–
|
|
|
172
|
Copperleaf Capital
Raleigh,
North Carolina
|
$403K
|
-$4.21K
|
-88
|
-1%
|
|
|
173
|
Physician Wealth Advisors
Midvale,
Utah
|
$402K
|
+$191K
|
+3,995
|
+90%
|
|
|
174
|
Triune Financial Partners
Overland Park,
Kansas
|
$401K
|
+$2.3K
|
+48
|
+0.6%
|
|
|
175
|
Binnacle Investments
Urbandale,
Iowa
|
$401K
|
+$404K
|
+8,430
|
New
|
|
