|
601
|
Compass Advisory Group
Melville,
New York
|
$3.21M
|
-$134K
|
-948
|
-4%
|
|
|
602
|
Red Tortoise LLC
Atlanta,
Georgia
|
$3.21M
|
+$513K
|
+3,639
|
+18%
|
|
|
603
|
Planning Directions
Glen Mills,
Pennsylvania
|
$3.19M
|
+$3.16M
|
+22,369
|
+1,210%
|
|
|
604
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.19M
|
+$1.56M
|
+11,032
|
+84%
|
|
|
605
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.18M
|
+$780K
|
+5,533
|
+30%
|
|
|
606
|
CX Institutional
Auburn,
Indiana
|
$3.17M
|
+$3.4M
|
+24,070
|
New
|
|
|
607
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$3.17M
|
-$49.8K
|
-353
|
-1%
|
|
|
608
|
Destination Wealth Management
Walnut Creek,
California
|
$3.12M
|
+$43K
|
+305
|
+1%
|
|
|
609
|
Old National Bancorp
Evansville,
Indiana
|
$3.1M
|
+$839K
|
+5,951
|
+34%
|
|
|
610
|
Atlas Brown
Louisville,
Kentucky
|
$3.06M
|
-$41.5K
|
-294
|
-1%
|
|
|
611
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.05M
|
-$106K
|
-750
|
-3%
|
|
|
612
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$3.05M
|
-$1.23M
|
-8,699
|
-27%
|
|
|
613
|
CWA Asset Management Group
Naples,
Florida
|
$3.05M
|
+$117K
|
+832
|
+4%
|
|
|
614
|
IEQ Capital
Foster City,
California
|
$3.04M
|
+$192K
|
+1,358
|
+6%
|
|
|
615
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$3.03M
|
+$10.7K
|
+76
|
+0.3%
|
|
|
616
|
Investment Advisory Group
Hanover,
Massachusetts
|
$3.03M
|
+$94.5K
|
+670
|
+3%
|
|
|
617
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$3.02M
|
+$236K
|
+1,673
|
+8%
|
|
|
618
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.01M
|
-$94.5K
|
-670
|
-3%
|
|
|
619
|
Family CFO
Los Altos,
California
|
$3.01M
|
+$644K
|
+4,565
|
+25%
|
|
|
620
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$3M
|
+$707K
|
+5,010
|
+28%
|
|
|
621
|
LPWM LLC
Minneapolis,
Minnesota
|
$3M
|
+$182K
|
+1,291
|
+6%
|
|
|
622
|
Davidson Trust Company
Seattle,
Washington
|
$2.99M
|
+$16.5K
|
+117
|
+0.5%
|
|
|
623
|
GFS Advisors
Houston,
Texas
|
$2.97M
|
-$43.6K
|
-309
|
-1%
|
|
|
624
|
Defined Wealth Management
Beaverton,
Oregon
|
$2.96M
|
+$159K
|
+1,125
|
+5%
|
|
|
625
|
Newton One Investments
Newark,
Delaware
|
$2.96M
|
-$22.6K
|
-160
|
-0.7%
|
|
