|
201
|
Burk Holdings
Tulsa,
Oklahoma
|
$532K
|
+$84.8K
|
+1,758
|
+19%
|
|
|
202
|
Western Wealth Management
Golden,
Colorado
|
$527K
|
–
|
–
|
–
|
|
|
203
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$525K
|
+$3.71K
|
+77
|
+0.7%
|
|
|
204
|
CVA Family Office
Denver,
Colorado
|
$521K
|
–
|
–
|
–
|
|
|
205
|
Andrews Lucia Wealth Management
Danville,
California
|
$521K
|
+$520K
|
+10,779
|
New
|
|
|
206
|
Copper Harbor Investment Advisors
Appleton,
Wisconsin
|
$513K
|
+$512K
|
+10,622
|
New
|
|
|
207
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$511K
|
+$120K
|
+2,492
|
+31%
|
|
|
208
|
Burton Enright Welch
Walnut Creek,
California
|
$509K
|
+$16.8K
|
+349
|
+3%
|
|
|
209
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$508K
|
+$92.8K
|
+1,925
|
+22%
|
|
|
210
|
Beta Wealth Group
San Diego,
California
|
$501K
|
+$50.3K
|
+1,042
|
+11%
|
|
|
211
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$497K
|
+$99.9K
|
+2,071
|
+25%
|
|
|
212
|
Foundry Financial
Pasadena,
California
|
$487K
|
-$5.4K
|
-112
|
-1%
|
|
|
213
|
Life Planning Partners
Jacksonville,
Florida
|
$473K
|
-$13.8K
|
-286
|
-3%
|
|
|
214
|
Meridian Wealth Management
Lexington,
Kentucky
|
$472K
|
-$12.8K
|
-266
|
-3%
|
|
|
215
|
Noble Wealth Partners
Denver,
Colorado
|
$461K
|
+$460K
|
+9,545
|
New
|
|
|
216
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$458K
|
-$20.2K
|
-419
|
-4%
|
|
|
217
|
DecisionPoint Financial
Mesa,
Arizona
|
$452K
|
–
|
–
|
–
|
|
|
218
|
Oath Planning
Tulsa,
Oklahoma
|
$448K
|
+$94.5K
|
+1,960
|
+27%
|
|
|
219
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$435K
|
+$39.5K
|
+819
|
+10%
|
|
|
220
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$425K
|
-$5.01K
|
-104
|
-1%
|
|
|
221
|
|
$422K
|
+$48
|
+1
|
+0%
|
|
|
222
|
Forteris Wealth Management
Armonk,
New York
|
$421K
|
-$98.7K
|
-2,046
|
-19%
|
|
|
223
|
Tableaux
Stockbridge,
Massachusetts
|
$421K
|
-$55.7K
|
-1,154
|
-12%
|
|
|
224
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$420K
|
-$38.9K
|
-807
|
-8%
|
|
|
225
|
Vantage Point Financial
Lisle,
Illinois
|
$418K
|
+$1.4K
|
+29
|
+0.3%
|
|
