|
551
|
World Investment Advisors
Santa Barbara,
California
|
$1.81M
|
+$188K
|
+1,456
|
+11%
|
|
|
552
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.8M
|
-$218K
|
-1,693
|
-10%
|
|
|
553
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$1.8M
|
-$317K
|
-2,461
|
-14%
|
|
|
554
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.79M
|
+$9.02K
|
+70
|
+0.5%
|
|
|
555
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.77M
|
-$97.8K
|
-759
|
-5%
|
|
|
556
|
Perigon Wealth Management
San Francisco,
California
|
$1.76M
|
+$735K
|
+5,706
|
+65%
|
|
|
557
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.75M
|
-$113K
|
-876
|
-6%
|
|
|
558
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$1.75M
|
+$205K
|
+1,590
|
+13%
|
|
|
559
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.72M
|
-$136K
|
-1,059
|
-7%
|
|
|
560
|
Matthew Hamilton Rosenberg
|
$1.72M
|
-$62.3K
|
-483
|
-3%
|
|
|
561
|
Patten Group
Chattanooga,
Tennessee
|
$1.7M
|
-$72.3K
|
-561
|
-4%
|
|
|
562
|
Michael A Dubis Financial Planning
Middleton,
Wisconsin
|
$1.7M
|
+$387
|
+3
|
+0%
|
|
|
563
|
Parkside Investments
Deerfield,
Illinois
|
$1.7M
|
-$111K
|
-865
|
-6%
|
|
|
564
|
Icon Wealth Advisors
Houston,
Texas
|
$1.69M
|
–
|
–
|
–
|
|
|
565
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.69M
|
+$99.5K
|
+772
|
+6%
|
|
|
566
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$1.69M
|
+$1.79M
|
+13,855
|
New
|
|
|
567
|
AssetMark Inc
Concord,
California
|
$1.68M
|
-$471K
|
-3,651
|
-21%
|
|
|
568
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.67M
|
-$30.2K
|
-234
|
-2%
|
|
|
569
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$1.66M
|
+$32.9K
|
+255
|
+2%
|
|
|
570
|
SFG Wealth Management
Towson,
Maryland
|
$1.65M
|
-$43.2K
|
-335
|
-2%
|
|
|
571
|
Klingman & Associates
New York
|
$1.64M
|
-$56.6K
|
-439
|
-3%
|
|
|
572
|
Oppenheimer & Co
New York
|
$1.61M
|
+$116K
|
+899
|
+7%
|
|
|
573
|
Stephenson & Company
San Clemente,
California
|
$1.61M
|
–
|
–
|
–
|
|
|
574
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$1.6M
|
-$100K
|
-777
|
-6%
|
|
|
575
|
Prosperity Planning
Kansas City,
Missouri
|
$1.59M
|
-$560K
|
-4,348
|
-25%
|
|
