|
551
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.23M
|
+$203K
|
+2,803
|
+5%
|
|
|
552
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$4.21M
|
+$44K
|
+606
|
+1%
|
|
|
553
|
Blue Trust Inc
Alpharetta,
Georgia
|
$4.21M
|
-$101K
|
-1,395
|
-2%
|
|
|
554
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$4.21M
|
+$4.16M
|
+57,256
|
New
|
|
|
555
|
Summit Wealth Partners
Orlando,
Florida
|
$4.2M
|
-$77.4K
|
-1,067
|
-2%
|
|
|
556
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$4.17M
|
-$1.17M
|
-16,156
|
-22%
|
|
|
557
|
Chesley Taft & Associates
Chicago,
Illinois
|
$4.13M
|
+$240K
|
+3,310
|
+6%
|
|
|
558
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.13M
|
+$509K
|
+7,017
|
+14%
|
|
|
559
|
Act Two Investors
Santa Cruz,
California
|
$4.09M
|
-$350K
|
-4,822
|
-8%
|
|
|
560
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$4.07M
|
+$44.3K
|
+611
|
+1%
|
|
|
561
|
Cantor Fitzgerald Investment Advisors
New York
|
$4.04M
|
-$29.8K
|
-410
|
-0.7%
|
|
|
562
|
Shade Tree Advisors
Saratoga Springs,
New York
|
$4.03M
|
+$16.8K
|
+231
|
+0.4%
|
|
|
563
|
Wealth Architects
Mountain View,
California
|
$3.93M
|
+$163K
|
+2,248
|
+4%
|
|
|
564
|
TFC Financial Management
Boston,
Massachusetts
|
$3.93M
|
+$264K
|
+3,643
|
+7%
|
|
|
565
|
GeoWealth Management
Chicago,
Illinois
|
$3.91M
|
+$2.59M
|
+35,635
|
+203%
|
|
|
566
|
NFP Retirement Inc
Aliso Viejo,
California
|
$3.91M
|
+$174K
|
+2,403
|
+5%
|
|
|
567
|
GoalFusion Wealth Management
Austin,
Texas
|
$3.89M
|
-$1.09M
|
-15,074
|
-22%
|
|
|
568
|
WealthShield Partners
Cary,
North Carolina
|
$3.86M
|
+$130K
|
+1,795
|
+4%
|
|
|
569
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.85M
|
-$53.1K
|
-732
|
-1%
|
|
|
570
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.85M
|
+$133K
|
+1,833
|
+4%
|
|
|
571
|
Midwest Financial Network
Tinley Park,
Illinois
|
$3.83M
|
+$90.2K
|
+1,243
|
+2%
|
|
|
572
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$3.82M
|
+$41.4K
|
+571
|
+1%
|
|
|
573
|
David Kennon
Sarasota,
Florida
|
$3.82M
|
-$2.47K
|
-34
|
-0.1%
|
|
|
574
|
Providence First Trust
Scottsdale,
Arizona
|
$3.81M
|
-$4.9M
|
-67,530
|
-57%
|
|
|
575
|
Parallel Advisors
San Francisco,
California
|
$3.78M
|
-$1M
|
-13,810
|
-21%
|
|
