|
151
|
CPA Asset Management
West Palm Beach,
Florida
|
$761K
|
-$90.1K
|
-1,895
|
-11%
|
|
|
152
|
Sterling Wealth Management
Champaign,
Illinois
|
$750K
|
+$147K
|
+3,083
|
+25%
|
|
|
153
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$720K
|
+$713K
|
+15,000
|
New
|
|
|
154
|
Comerica Bank
Dallas,
Texas
|
$709K
|
+$59.3K
|
+1,246
|
+9%
|
|
|
155
|
Disciplined Investments
Tulsa,
Oklahoma
|
$707K
|
-$28.9K
|
-608
|
-4%
|
|
|
156
|
Friday Financial
Dubuque,
Iowa
|
$705K
|
+$46.3K
|
+973
|
+7%
|
|
|
157
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$704K
|
–
|
–
|
–
|
|
|
158
|
Physician Wealth Advisors
Midvale,
Utah
|
$703K
|
+$295K
|
+6,198
|
+73%
|
|
|
159
|
MML Investors Services
Springfield,
Massachusetts
|
$693K
|
+$131K
|
+2,753
|
+24%
|
|
|
160
|
Beacon Pointe Advisors
Newport Beach,
California
|
$652K
|
+$646K
|
+13,592
|
New
|
|
|
161
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$625K
|
+$619K
|
+13,021
|
New
|
|
|
162
|
Kings Path Partners
Sugar Land,
Texas
|
$619K
|
+$137K
|
+2,891
|
+29%
|
|
|
163
|
Grunden Financial Advisory
Denton,
Texas
|
$598K
|
+$70K
|
+1,472
|
+13%
|
|
|
164
|
MB Generational Wealth
Spokane,
Washington
|
$589K
|
+$584K
|
+12,271
|
New
|
|
|
165
|
|
$582K
|
+$577K
|
+12,126
|
New
|
|
|
166
|
SpringVest Wealth Management
Dallas,
Texas
|
$546K
|
–
|
–
|
–
|
|
|
167
|
Iowa State Bank
Urbandale,
Iowa
|
$541K
|
–
|
–
|
–
|
|
|
168
|
KEB Asset Management
Springfield,
Illinois
|
$537K
|
+$96.2K
|
+2,023
|
+22%
|
|
|
169
|
Pacific Asset Management
Gig Harbor,
Washington
|
$533K
|
-$2.62K
|
-55
|
-0.5%
|
|
|
170
|
Binnacle Investments
Urbandale,
Iowa
|
$530K
|
+$21.8K
|
+459
|
+4%
|
|
|
171
|
CVA Family Office
Denver,
Colorado
|
$517K
|
–
|
–
|
–
|
|
|
172
|
BWM Planning
The Woodlands,
Texas
|
$515K
|
+$269K
|
+5,665
|
+112%
|
|
|
173
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$514K
|
+$126K
|
+2,645
|
+33%
|
|
|
174
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$513K
|
+$143
|
+3
|
+0%
|
|
|
175
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$510K
|
+$3.71K
|
+78
|
+0.7%
|
|
