|
7001
|
Entrust Financial
Wayne,
Pennsylvania
|
$143M
|
+$8.37M
|
+6%
|
1.93%
|
–
|
451
|
10.86%
|
|
|
7002
|
Cooper Capital Advisors
Encinitas,
California
|
$143M
|
-$15.9M
|
-10%
|
1.9%
|
–
|
46
|
32.61%
|
|
|
7003
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$143M
|
+$2.18M
|
+2%
|
1.59%
|
–
|
105
|
3.81%
|
|
|
7004
|
GreatBanc Trust
Lisle,
Illinois
|
$143M
|
+$992K
|
+0.7%
|
1.51%
|
–
|
78
|
21.79%
|
|
|
7005
|
Nvest Wealth Strategies
Powell,
Ohio
|
$143M
|
+$6.58M
|
+5%
|
2.94%
|
–
|
414
|
52.42%
|
|
|
7006
|
11.2 Capital Management
Las Vegas,
Nevada
|
$143M
|
-$29.2M
|
-17%
|
17%
|
–
|
1
|
0%
|
|
|
7007
|
|
$143M
|
-$7.17M
|
-5%
|
2.77%
|
54.6%
|
31
|
35.48%
|
|
|
7008
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$143M
|
-$24.4M
|
-15%
|
0.45%
|
101%
|
124
|
33.06%
|
|
|
7009
|
Strong Retirement Solutions
Silverdale,
Washington
|
$143M
|
-$5.67M
|
-4%
|
4.96%
|
–
|
93
|
17.2%
|
|
|
7010
|
Chatterton & Associates
Anaheim,
California
|
$143M
|
+$25.9M
|
+22%
|
0.12%
|
–
|
102
|
22.55%
|
|
|
7011
|
Bauman Advisory Group
Las Vegas,
Nevada
|
$143M
|
+$18.6M
|
+15%
|
0.28%
|
–
|
70
|
37.14%
|
|
|
7012
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$143M
|
+$1.85M
|
+1%
|
0.93%
|
–
|
98
|
8.16%
|
|
|
7013
|
Arbor Wealth Advisors
Troy,
Michigan
|
$143M
|
+$2.22M
|
+2%
|
2.04%
|
–
|
58
|
6.9%
|
|
|
7014
|
Argosy-Lionbridge Management
New York
|
$143M
|
-$15.7M
|
-10%
|
8.91%
|
–
|
18
|
44.44%
|
|
|
7015
|
Navigate Wealth Management
Birmingham,
Alabama
|
$142M
|
–
|
–
|
0.37%
|
–
|
72
|
–
|
|
|
7016
|
Panoramic Capital
Larkspur,
California
|
$142M
|
-$43.9M
|
-24%
|
20.7%
|
–
|
54
|
57.41%
|
|
|
7017
|
SageOak Financial
Tulsa,
Oklahoma
|
$142M
|
+$4.16M
|
+3%
|
0.35%
|
–
|
36
|
11.11%
|
|
|
7018
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$142M
|
-$168K
|
-0.1%
|
0.34%
|
85.5%
|
421
|
5.23%
|
|
|
7019
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$142M
|
-$11.2M
|
-7%
|
0.66%
|
69.8%
|
133
|
4.51%
|
|
|
7020
|
Avant Financial Advisors
Austin,
Texas
|
$142M
|
+$3.11M
|
+2%
|
0.69%
|
–
|
67
|
2.99%
|
|
|
7021
|
White & Co Financial Planning
Sunnyside,
Washington
|
$142M
|
+$8.47M
|
+6%
|
0.87%
|
–
|
20
|
5%
|
|
|
7022
|
Avant Capital
Lafayette,
Louisiana
|
$142M
|
-$3.44M
|
-2%
|
0.3%
|
–
|
81
|
8.64%
|
|
|
7023
|
Teton Advisors
Rye,
New York
|
$142M
|
-$1.93M
|
-1%
|
10.4%
|
78.4%
|
159
|
8.18%
|
|
|
7024
|
Innovative Wealth Building
California,
Maryland
|
$142M
|
+$4.98M
|
+4%
|
2.92%
|
–
|
71
|
15.49%
|
|
|
7025
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$142M
|
+$1.52M
|
+1%
|
1.1%
|
–
|
70
|
10%
|
|