|
551
|
Barnes Wealth Management Group
Bakersfield,
California
|
$2.15M
|
-$127K
|
-4,643
|
-5%
|
|
|
552
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.14M
|
-$1.09M
|
-39,941
|
-32%
|
|
|
553
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$2.14M
|
-$141K
|
-5,148
|
-6%
|
|
|
554
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.13M
|
-$531K
|
-19,382
|
-17%
|
|
|
555
|
Old Port Advisors
Portland,
Maine
|
$2.12M
|
-$337K
|
-12,315
|
-13%
|
|
|
556
|
Westbourne Investments
Alexandria,
Virginia
|
$2.12M
|
+$1.17M
|
+42,760
|
+102%
|
|
|
557
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$2.11M
|
+$732K
|
+26,742
|
+47%
|
|
|
558
|
Diversify Advisory Services
Sandy,
Utah
|
$2.08M
|
-$373K
|
-13,609
|
-14%
|
|
|
559
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.06M
|
-$14M
|
-511,184
|
-86%
|
|
|
560
|
|
$2.05M
|
-$10.8K
|
-394
|
-0.5%
|
|
|
561
|
Empirical Wealth Management
Seattle,
Washington
|
$2.02M
|
-$23.2K
|
-848
|
-1%
|
|
|
562
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$2.02M
|
-$62.9K
|
-2,295
|
-3%
|
|
|
563
|
Snowden Capital Advisors
New York
|
$2.02M
|
+$89.2K
|
+3,257
|
+4%
|
|
|
564
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2M
|
+$492K
|
+17,971
|
+29%
|
|
|
565
|
Plancorp LLC
Saint Louis,
Missouri
|
$2M
|
+$935K
|
+34,144
|
+75%
|
|
|
566
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.98M
|
+$228K
|
+8,319
|
+12%
|
|
|
567
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.96M
|
+$2.14M
|
+78,258
|
New
|
|
|
568
|
|
$1.96M
|
-$365K
|
-13,340
|
-15%
|
|
|
569
|
Lodestar Private Asset Management
Alamo,
California
|
$1.95M
|
-$52.4K
|
-1,912
|
-2%
|
|
|
570
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.94M
|
–
|
–
|
–
|
|
|
571
|
Old National Bancorp
Evansville,
Indiana
|
$1.93M
|
+$446K
|
+16,300
|
+27%
|
|
|
572
|
Strategic Advisors
New York
|
$1.93M
|
+$64.2K
|
+2,343
|
+3%
|
|
|
573
|
R.W. Roge & Company
Bohemia,
New York
|
$1.93M
|
+$645K
|
+23,564
|
+44%
|
|
|
574
|
NWAM LLC
Mercer Island,
Washington
|
$1.91M
|
+$89.6K
|
+3,273
|
+4%
|
|
|
575
|
Apriem Advisors
Irvine,
California
|
$1.91M
|
+$1.01M
|
+36,853
|
+94%
|
|
