|
3301
|
Partners in Financial Planning
Salem,
Virginia
|
$660M
|
+$56.6M
|
+9%
|
8.9%
|
38.9%
|
133
|
9.77%
|
|
|
3302
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$659M
|
+$92.5M
|
+16%
|
18.9%
|
119%
|
170
|
31.76%
|
|
|
3303
|
Essex LLC
Deer Park,
Illinois
|
$659M
|
+$92.3M
|
+16%
|
26.4%
|
89.1%
|
189
|
12.17%
|
|
|
3304
|
West Financial Advisors
Des Moines,
Iowa
|
$659M
|
+$69.4M
|
+12%
|
10.3%
|
45.1%
|
228
|
17.11%
|
|
|
3305
|
Pandi LLC
Leawood,
Kansas
|
$658M
|
+$48.5M
|
+8%
|
14.8%
|
–
|
4
|
0%
|
|
|
3306
|
Mengis Capital Management
Portland,
Oregon
|
$658M
|
+$76.7M
|
+13%
|
19%
|
91.8%
|
224
|
8.04%
|
|
|
3307
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$658M
|
-$37.8M
|
-5%
|
10.9%
|
70.2%
|
168
|
14.88%
|
|
|
3308
|
Mitchell Capital Management
Leawood,
Kansas
|
$657M
|
+$112M
|
+21%
|
38.7%
|
219%
|
127
|
18.9%
|
|
|
3309
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$657M
|
+$40.3M
|
+7%
|
10.4%
|
60.7%
|
215
|
7.44%
|
|
|
3310
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$657M
|
+$67.4M
|
+11%
|
12.3%
|
56.7%
|
630
|
10.79%
|
|
|
3311
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$655M
|
+$72.9M
|
+13%
|
15.8%
|
76.6%
|
121
|
9.92%
|
|
|
3312
|
Clear Trail Advisors
Houston,
Texas
|
$655M
|
+$54.6M
|
+9%
|
4.49%
|
–
|
166
|
13.25%
|
|
|
3313
|
Sovereign Financial Group
Stamford,
Connecticut
|
$654M
|
+$78.8M
|
+14%
|
18%
|
90.7%
|
407
|
15.23%
|
|
|
3314
|
WealthShield Partners
Cary,
North Carolina
|
$654M
|
-$244M
|
-27%
|
17%
|
71%
|
626
|
42.17%
|
|
|
3315
|
Marble Wealth
Montgomery,
Alabama
|
$653M
|
+$81.9M
|
+14%
|
16.9%
|
–
|
244
|
13.11%
|
|
|
3316
|
Endurance Services Ltd
Purchase,
New York
|
$653M
|
+$59.2M
|
+10%
|
9.49%
|
–
|
8
|
0%
|
|
|
3317
|
Crawford Fund Management
Boston,
Massachusetts
|
$653M
|
+$133M
|
+26%
|
3.64%
|
–
|
217
|
22.12%
|
|
|
3318
|
Stamos Capital Partners
Menlo Park,
California
|
$653M
|
+$12.9M
|
+2%
|
8.87%
|
36.7%
|
142
|
1.41%
|
|
|
3319
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$652M
|
+$80.5M
|
+14%
|
21.2%
|
93%
|
155
|
9.03%
|
|
|
3320
|
Three Arch Wealth Management
Irvine,
California
|
$652M
|
+$95.8M
|
+17%
|
11%
|
–
|
71
|
16.9%
|
|
|
3321
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$651M
|
+$84.2M
|
+15%
|
9.87%
|
41.7%
|
97
|
23.71%
|
|
|
3322
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$651M
|
+$88.1M
|
+16%
|
12.1%
|
66.1%
|
154
|
15.58%
|
|
|
3323
|
BlueSpruce Investments
Chicago,
Illinois
|
$650M
|
+$19.1M
|
+3%
|
21.1%
|
59.6%
|
22
|
72.73%
|
|
|
3324
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$650M
|
+$69.6M
|
+12%
|
12.5%
|
56.6%
|
131
|
9.16%
|
|
|
3325
|
Broad Run Investment Management
Arlington,
Virginia
|
$650M
|
+$81.9M
|
+14%
|
24%
|
202%
|
24
|
0%
|
|