|
401
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$262K
|
+$1.84K
|
+73
|
+0.7%
|
|
|
402
|
Rialto Wealth Management
Syracuse,
New York
|
$262K
|
-$8.85K
|
-350
|
-3%
|
|
|
403
|
Tolleson Wealth Management
Dallas,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
404
|
GEM Asset Management
Plymouth,
Michigan
|
$259K
|
+$1.95K
|
+77
|
+0.8%
|
|
|
405
|
William Blair & Company
Chicago,
Illinois
|
$258K
|
+$44.3K
|
+1,751
|
+21%
|
|
|
406
|
Concord Wealth Partners
Abingdon,
Virginia
|
$255K
|
-$506
|
-20
|
-0.2%
|
|
|
407
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$255K
|
+$16K
|
+634
|
+7%
|
|
|
408
|
|
$254K
|
+$34.5K
|
+1,365
|
+16%
|
|
|
409
|
Financial Advisory Partners
Winter Park,
Florida
|
$253K
|
+$8.14K
|
+322
|
+3%
|
|
|
410
|
Charles Schwab
San Francisco,
California
|
$252K
|
+$249K
|
+9,832
|
New
|
|
|
411
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$251K
|
–
|
–
|
–
|
|
|
412
|
Maia Wealth
Denver,
Colorado
|
$246K
|
+$14.2K
|
+563
|
+6%
|
|
|
413
|
Peak Financial Advisors
Denver,
Colorado
|
$238K
|
+$235K
|
+9,298
|
New
|
|
|
414
|
Waterloo Capital
Austin,
Texas
|
$238K
|
-$43.6K
|
-1,725
|
-16%
|
|
|
415
|
Concurrent Investment Advisors
Tampa,
Florida
|
$237K
|
+$234K
|
+9,261
|
New
|
|
|
416
|
Global Financial Private Client
Sarasota,
Florida
|
$229K
|
+$212K
|
+8,367
|
+1,448%
|
|
|
417
|
Modern Wealth Management
Lenexa,
Kansas
|
$227K
|
-$58.7K
|
-2,321
|
-21%
|
|
|
418
|
Optimist Retirement Group
Bellevue,
Washington
|
$223K
|
+$1.92K
|
+76
|
+0.9%
|
|
|
419
|
Lutz Financial Services
Omaha,
Nebraska
|
$220K
|
-$32K
|
-1,267
|
-13%
|
|
|
420
|
Asset Dedication LLC
San Francisco,
California
|
$220K
|
–
|
–
|
–
|
|
|
421
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$215K
|
-$21.1K
|
-834
|
-9%
|
|
|
422
|
OLIO Financial Planning
Mclean,
Virginia
|
$214K
|
–
|
–
|
–
|
|
|
423
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$213K
|
+$210K
|
+8,305
|
New
|
|
|
424
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$211K
|
–
|
–
|
–
|
|
|
425
|
Diversify Advisory Services
Sandy,
Utah
|
$209K
|
+$1.49K
|
+59
|
+0.7%
|
|
