|
901
|
World Investment Advisors
Santa Barbara,
California
|
$240K
|
-$5.67K
|
-146
|
-2%
|
|
|
902
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$240K
|
+$311
|
+8
|
+0.1%
|
|
|
903
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
904
|
Tempus Wealth Planning
Irvine,
California
|
$238K
|
–
|
–
|
–
|
|
|
905
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$238K
|
+$234K
|
+6,023
|
New
|
|
|
906
|
CapWealth Advisors
Franklin,
Tennessee
|
$237K
|
-$71.7K
|
-1,844
|
-23%
|
|
|
907
|
Financial Engines Advisors
Santa Clara,
California
|
$237K
|
-$40.2K
|
-1,034
|
-15%
|
|
|
908
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$236K
|
+$233K
|
+6,000
|
New
|
|
|
909
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$235K
|
+$232K
|
+5,958
|
New
|
|
|
910
|
Berkeley Capital Partners
Milton,
Georgia
|
$234K
|
+$3.15K
|
+81
|
+1%
|
|
|
911
|
Liberty Wealth Management
Oakland,
California
|
$233K
|
-$220K
|
-5,669
|
Closed
|
|
|
912
|
Next Capital Management
New York
|
$233K
|
–
|
–
|
–
|
|
|
913
|
Journey Advisory Group
Covington,
Kentucky
|
$233K
|
+$15.3K
|
+395
|
+7%
|
|
|
914
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$231K
|
+$228K
|
+5,861
|
New
|
|
|
915
|
Leavell Investment Management
Mobile,
Alabama
|
$230K
|
–
|
–
|
–
|
|
|
916
|
Oak Family Advisors
Chicago,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
917
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$228K
|
–
|
–
|
–
|
|
|
918
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$228K
|
–
|
–
|
–
|
|
|
919
|
Denver Wealth Management
Denver,
Colorado
|
$228K
|
+$225K
|
+5,786
|
New
|
|
|
920
|
Commons Capital
Needham,
Massachusetts
|
$225K
|
+$221K
|
+5,695
|
New
|
|
|
921
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$224K
|
+$221K
|
+5,674
|
New
|
|
|
922
|
Amarillo National Bank
Amarillo,
Texas
|
$224K
|
+$221K
|
+5,685
|
New
|
|
|
923
|
McLean Asset Management
Tysons,
Virginia
|
$223K
|
–
|
–
|
–
|
|
|
924
|
Abound Wealth Management
Franklin,
Tennessee
|
$223K
|
+$220K
|
+5,653
|
New
|
|
|
925
|
IPG Investment Advisors
San Diego,
California
|
$222K
|
+$218K
|
+5,607
|
New
|
|
