|
7001
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$158M
|
+$20M
|
+15%
|
1.97%
|
55.7%
|
19
|
21.05%
|
|
|
7002
|
|
$158M
|
-$4.44M
|
-3%
|
3.45%
|
129%
|
24
|
4.17%
|
|
|
7003
|
IMG Wealth Management
Jacksonville,
Florida
|
$157M
|
+$9.64M
|
+7%
|
2.74%
|
–
|
659
|
27.31%
|
|
|
7004
|
PB Investment Partners
Burlingame,
California
|
$157M
|
+$10.2M
|
+7%
|
7.66%
|
81.1%
|
9
|
11.11%
|
|
|
7005
|
Heritage Wealth Management (California)
San Diego,
California
|
$157M
|
+$8.12M
|
+5%
|
1.7%
|
–
|
99
|
17.17%
|
|
|
7006
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$157M
|
+$3.97M
|
+3%
|
2.77%
|
80.2%
|
100
|
5%
|
|
|
7007
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$157M
|
+$1.72M
|
+1%
|
0.13%
|
–
|
139
|
7.91%
|
|
|
7008
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$157M
|
–
|
–
|
0.82%
|
–
|
942
|
–
|
|
|
7009
|
Richmond Brothers
Jackson,
Michigan
|
$157M
|
-$1.27M
|
-0.8%
|
1.4%
|
77.2%
|
36
|
5.56%
|
|
|
7010
|
Emory University
Atlanta,
Georgia
|
$157M
|
+$10.8K
|
+0%
|
1.52%
|
–
|
7
|
0%
|
|
|
7011
|
FWG Investments
Lexington,
Kentucky
|
$157M
|
+$11.2M
|
+8%
|
1.99%
|
–
|
118
|
17.8%
|
|
|
7012
|
Redwood Financial Network
Solon,
Ohio
|
$157M
|
-$1.07M
|
-0.7%
|
1.77%
|
74.1%
|
188
|
11.7%
|
|
|
7013
|
Parsonex Advisory Services
Englewood,
Colorado
|
$157M
|
+$9.93M
|
+7%
|
4.94%
|
–
|
105
|
10.48%
|
|
|
7014
|
LFG Wealth Partners
Elizabethtown,
Kentucky
|
$157M
|
–
|
–
|
5.22%
|
–
|
81
|
–
|
|
|
7015
|
RiverTree Advisors
Winter Park,
Florida
|
$157M
|
+$851K
|
+0.5%
|
0.46%
|
25.4%
|
66
|
24.24%
|
|
|
7016
|
Atala Financial
Calabasas,
California
|
$157M
|
-$2.91M
|
-2%
|
3.25%
|
–
|
132
|
10.61%
|
|
|
7017
|
Archvest Wealth Advisors
Concord,
California
|
$157M
|
+$43.8M
|
+39%
|
1.95%
|
47.8%
|
71
|
21.13%
|
|
|
7018
|
Kopp Family Office
Bloomington,
Minnesota
|
$157M
|
+$3.03M
|
+2%
|
6.11%
|
34%
|
26
|
19.23%
|
|
|
7019
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$157M
|
+$4.12M
|
+3%
|
2.55%
|
–
|
70
|
7.14%
|
|
|
7020
|
Valpey Financial Services
Concord,
New Hampshire
|
$157M
|
+$3.85M
|
+3%
|
1.26%
|
–
|
73
|
2.74%
|
|
|
7021
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$157M
|
+$4.41M
|
+3%
|
0.66%
|
–
|
16
|
12.5%
|
|
|
7022
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$157M
|
-$3.68M
|
-2%
|
1.41%
|
–
|
58
|
22.41%
|
|
|
7023
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$156M
|
+$4.52M
|
+3%
|
1.51%
|
–
|
68
|
16.18%
|
|
|
7024
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$156M
|
+$5.75M
|
+4%
|
3.42%
|
–
|
143
|
7.69%
|
|
|
7025
|
Channing Global Advisors
Miami,
Florida
|
$156M
|
+$11.9M
|
+8%
|
9.87%
|
131%
|
47
|
19.15%
|
|