|
301
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$255K
|
+$1.11K
|
+22
|
+0.5%
|
|
|
302
|
EP Wealth Advisors
Torrance,
California
|
$253K
|
+$1.01M
|
+20,000
|
New
|
|
|
303
|
Athena Investment Management
Orinda,
California
|
$250K
|
–
|
–
|
–
|
|
|
304
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$250K
|
+$243K
|
+4,801
|
New
|
|
|
305
|
Raymond James Trust
St. Petersburg,
Florida
|
$249K
|
+$242K
|
+4,782
|
New
|
|
|
306
|
Oppenheimer & Co
New York
|
$247K
|
+$241K
|
+4,757
|
New
|
|
|
307
|
Avion Wealth
The Woodlands,
Texas
|
$241K
|
-$35K
|
-690
|
-13%
|
|
|
308
|
Morling Financial Advisors
Fremont,
California
|
$239K
|
–
|
–
|
–
|
|
|
309
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$238K
|
+$9.38K
|
+185
|
+4%
|
|
|
310
|
American Investment Services
Great Barrington,
Massachusetts
|
$234K
|
-$2.28K
|
-45
|
-1%
|
|
|
311
|
Bogart Wealth LLC
Mclean,
Virginia
|
$226K
|
-$27.6K
|
-544
|
-11%
|
|
|
312
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$224K
|
+$1.22K
|
+24
|
+0.6%
|
|
|
313
|
Aspiriant LLC
Los Angeles,
California
|
$220K
|
–
|
–
|
–
|
|
|
314
|
V Wealth Advisors
Overland Park,
Kansas
|
$218K
|
+$213K
|
+4,200
|
New
|
|
|
315
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$218K
|
-$3.04K
|
-60
|
-1%
|
|
|
316
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$218K
|
+$212K
|
+4,189
|
New
|
|
|
317
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$213K
|
–
|
–
|
–
|
|
|
318
|
Harbour Investments
Madison,
Wisconsin
|
$212K
|
+$108K
|
+2,136
|
+110%
|
|
|
319
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$209K
|
+$204K
|
+4,027
|
New
|
|
|
320
|
PDS Planning
Dublin,
Ohio
|
$208K
|
+$202K
|
+3,994
|
New
|
|
|
321
|
Axxcess Wealth Management
Carlsbad,
California
|
$207K
|
+$202K
|
+3,979
|
New
|
|
|
322
|
Buffington Mohr McNeal
Boise,
Idaho
|
$205K
|
+$200K
|
+3,950
|
New
|
|
|
323
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$205K
|
-$83.8K
|
-1,653
|
-30%
|
|
|
324
|
Northwest Wealth Management
Spencer,
Iowa
|
$203K
|
+$198K
|
+3,900
|
New
|
|
|
325
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$202K
|
–
|
–
|
–
|
|
