|
201
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.72M
|
-$26.9K
|
-498
|
-0.7%
|
|
|
202
|
Shira Ridge Wealth Management
Larkspur,
California
|
$3.7M
|
-$661K
|
-12,218
|
-16%
|
|
|
203
|
BetterWealth
San Jose,
California
|
$3.6M
|
-$187K
|
-3,458
|
-5%
|
|
|
204
|
True Wealth Design
Akron,
Ohio
|
$3.6M
|
-$35.5K
|
-656
|
-1%
|
|
|
205
|
White Wing Wealth Management
The Wodlands,
Texas
|
$3.57M
|
-$95.6K
|
-1,768
|
-3%
|
|
|
206
|
Concentrum Wealth Management
San Jose,
California
|
$3.48M
|
+$633K
|
+11,703
|
+23%
|
|
|
207
|
Klingman & Associates
New York
|
$3.46M
|
–
|
–
|
–
|
|
|
208
|
Elevate Wealth Advisory
Athens,
Georgia
|
$3.41M
|
+$14.7K
|
+272
|
+0.4%
|
|
|
209
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.39M
|
-$108
|
-2
|
-0%
|
|
|
210
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$3.38M
|
+$1.01M
|
+18,595
|
+44%
|
|
|
211
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.37M
|
-$28.8M
|
-532,233
|
-90%
|
|
|
212
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.26M
|
-$24.9K
|
-460
|
-0.8%
|
|
|
213
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.17M
|
+$115K
|
+2,119
|
+4%
|
|
|
214
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.17M
|
+$194K
|
+3,584
|
+7%
|
|
|
215
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.17M
|
+$194K
|
+3,584
|
+7%
|
|
|
216
|
LJI Wealth Management
Indianapolis,
Indiana
|
$3.12M
|
-$239K
|
-4,426
|
-7%
|
|
|
217
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.1M
|
+$38K
|
+702
|
+1%
|
|
|
218
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$3.07M
|
–
|
–
|
–
|
|
|
219
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.04M
|
-$295K
|
-5,449
|
-9%
|
|
|
220
|
Fortitude Family Office
Scottsdale,
Arizona
|
$2.87M
|
+$190K
|
+3,512
|
+7%
|
|
|
221
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.81M
|
+$46.6K
|
+862
|
+2%
|
|
|
222
|
Weinberger Asset Management
Los Angeles,
California
|
$2.8M
|
+$392K
|
+7,254
|
+17%
|
|
|
223
|
Aviance Capital Partners
Naples,
Florida
|
$2.77M
|
+$634K
|
+11,720
|
+31%
|
|
|
224
|
WorthPointe
La Jolla,
California
|
$2.74M
|
+$26K
|
+481
|
+1%
|
|
|
225
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$2.74M
|
+$487K
|
+9,006
|
+22%
|
|
