|
1901
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$715K
|
-$307K
|
-1,439
|
-29%
|
|
|
1902
|
Center for Financial Planning
Southfied,
Michigan
|
$715K
|
–
|
–
|
–
|
|
|
1903
|
Keebeck Wealth Management
Chicago,
Illinois
|
$714K
|
-$48.3K
|
-226
|
-6%
|
|
|
1904
|
Fortem Financial Group
Palm Desert,
California
|
$714K
|
+$35.4K
|
+166
|
+5%
|
|
|
1905
|
First Business Financial Services
Madison,
Wisconsin
|
$713K
|
+$76.9K
|
+360
|
+11%
|
|
|
1906
|
Expressive Wealth
Chicago,
Illinois
|
$712K
|
+$4.48K
|
+21
|
+1%
|
|
|
1907
|
Wellington Group
Indianapolis,
Indiana
|
$706K
|
+$156K
|
+732
|
+27%
|
|
|
1908
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$701K
|
+$736K
|
+3,446
|
New
|
|
|
1909
|
Outfitter Financial
Brunswick,
Maine
|
$700K
|
-$3.2K
|
-15
|
-0.4%
|
|
|
1910
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$700K
|
+$358K
|
+1,679
|
+95%
|
|
|
1911
|
Pursue Wealth Partners
Clayton,
California
|
$699K
|
-$44.8K
|
-210
|
-6%
|
|
|
1912
|
LJI Wealth Management
Indianapolis,
Indiana
|
$699K
|
-$28.4K
|
-133
|
-4%
|
|
|
1913
|
Twin Tree Management
Dallas,
Texas
|
$698K
|
-$8.82M
|
-41,297
|
-92%
|
|
|
1914
|
Strive Financial Group
Carmel,
Indiana
|
$697K
|
+$195K
|
+914
|
+36%
|
|
|
1915
|
BTG Pactual Asset Management US
New York
|
$695K
|
+$214K
|
+1,000
|
+41%
|
|
|
1916
|
Chicago Trust
Grayslake,
Illinois
|
$695K
|
-$854
|
-4
|
-0.1%
|
|
|
1917
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$694K
|
-$195K
|
-911
|
-21%
|
|
|
1918
|
Sovereign Financial Group
Stamford,
Connecticut
|
$694K
|
+$63K
|
+295
|
+9%
|
|
|
1919
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$693K
|
+$82.8K
|
+388
|
+13%
|
|
|
1920
|
Ponta Wealth Partners
Winter Park,
Florida
|
$692K
|
+$55.7K
|
+261
|
+8%
|
|
|
1921
|
Alamar Capital Management
Santa Barbara,
California
|
$692K
|
–
|
–
|
–
|
|
|
1922
|
Traveka Wealth
Los Altos,
California
|
$691K
|
+$1.71K
|
+8
|
+0.2%
|
|
|
1923
|
Uniting Wealth Partners
Mission,
Kansas
|
$690K
|
+$50.6K
|
+237
|
+8%
|
|
|
1924
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$689K
|
+$32K
|
+150
|
+5%
|
|
|
1925
|
Poehling Capital Management
Madison,
Wisconsin
|
$689K
|
+$150K
|
+704
|
+26%
|
|
