|
651
|
Liberty Wealth Management
Oakland,
California
|
$828K
|
-$164K
|
-1,725
|
-16%
|
|
|
652
|
Edgestream Partners
Princeton,
New Jersey
|
$822K
|
+$842K
|
+8,863
|
New
|
|
|
653
|
LongView Wealth Management
Atlanta,
Georgia
|
$818K
|
+$29.4K
|
+310
|
+4%
|
|
|
654
|
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
|
$814K
|
+$192K
|
+2,023
|
+30%
|
|
|
655
|
Everhart Financial Group
Dublin,
Ohio
|
$812K
|
+$40.3K
|
+424
|
+5%
|
|
|
656
|
JB Capital
Wethersfield,
Connecticut
|
$809K
|
+$109K
|
+1,145
|
+15%
|
|
|
657
|
Midwest Financial Group
Overland Park,
Kansas
|
$807K
|
+$3.23K
|
+34
|
+0.4%
|
|
|
658
|
First Business Financial Services
Madison,
Wisconsin
|
$806K
|
–
|
–
|
–
|
|
|
659
|
Sensible Money
Scottsdale,
Arizona
|
$805K
|
–
|
–
|
–
|
|
|
660
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$801K
|
+$1.8K
|
+19
|
+0.2%
|
|
|
661
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$799K
|
-$11.8K
|
-124
|
-1%
|
|
|
662
|
Milestones Private Investment Advisors
Fairport,
New York
|
$798K
|
-$738K
|
-7,772
|
-47%
|
|
|
663
|
Stonebrook Private
Northville,
Michigan
|
$793K
|
+$14.4K
|
+152
|
+2%
|
|
|
664
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$789K
|
-$46.1K
|
-485
|
-5%
|
|
|
665
|
United Advisor Group
Cincinnati,
Ohio
|
$785K
|
+$101K
|
+1,065
|
+14%
|
|
|
666
|
Financial Sense Advisors
San Diego,
California
|
$784K
|
+$2.37K
|
+25
|
+0.3%
|
|
|
667
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$777K
|
+$796K
|
+8,377
|
New
|
|
|
668
|
Asset Dedication LLC
San Francisco,
California
|
$776K
|
+$3.99K
|
+42
|
+0.5%
|
|
|
669
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$775K
|
+$794K
|
+8,358
|
New
|
|
|
670
|
Bessemer Group
Woodbridge,
New Jersey
|
$771K
|
+$17.1K
|
+180
|
+2%
|
|
|
671
|
Richmond Investment Services
Mequon,
Wisconsin
|
$771K
|
+$1.99K
|
+21
|
+0.3%
|
|
|
672
|
Destiny Wealth Partners
Tavares,
Florida
|
$770K
|
-$271K
|
-2,850
|
-26%
|
|
|
673
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$769K
|
-$210K
|
-2,212
|
-21%
|
|
|
674
|
VestGen Advisors
Inverness,
Illinois
|
$765K
|
-$196K
|
-2,062
|
-20%
|
|
|
675
|
Prasad Wealth Partners
Independence,
Ohio
|
$764K
|
+$22.4K
|
+236
|
+3%
|
|
