|
901
|
RCS Financial Planning
Annapolis,
Maryland
|
$757K
|
+$118K
|
+1,649
|
+19%
|
|
|
902
|
Burney Company
Reston,
Virginia
|
$756K
|
–
|
–
|
–
|
|
|
903
|
D.J. St. Germain
Springfield,
Massachusetts
|
$752K
|
-$1.39M
|
-19,467
|
-65%
|
|
|
904
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$751K
|
-$181K
|
-2,531
|
-20%
|
|
|
905
|
Truepoint Inc
Cincinnati,
Ohio
|
$748K
|
+$262K
|
+3,653
|
+54%
|
|
|
906
|
Pacific Financial Group
Bellevue,
Washington
|
$748K
|
-$5.16K
|
-72
|
-0.7%
|
|
|
907
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$746K
|
-$52.9K
|
-739
|
-7%
|
|
|
908
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$746K
|
-$256K
|
-3,579
|
-26%
|
|
|
909
|
Idaho Trust Bank
Boise,
Idaho
|
$745K
|
+$741K
|
+10,342
|
New
|
|
|
910
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$743K
|
-$351K
|
-4,899
|
-8%
|
|
|
911
|
Leo Wealth LLC
Hurst,
Texas
|
$728K
|
+$27.5K
|
+384
|
+4%
|
|
|
912
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$728K
|
-$21.1K
|
-294
|
-3%
|
|
|
913
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$720K
|
+$5.37K
|
+75
|
+0.8%
|
|
|
914
|
KeyBank National Association
Cleveland,
Ohio
|
$719K
|
-$42.6K
|
-595
|
-6%
|
|
|
915
|
Realta Investment Advisors
Wilmington,
Delaware
|
$718K
|
+$38.2K
|
+534
|
+6%
|
|
|
916
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$718K
|
–
|
–
|
–
|
|
|
917
|
Horizon Investments
Charlotte,
North Carolina
|
$716K
|
+$451K
|
+6,291
|
+169%
|
|
|
918
|
Orcam Financial Group
Encinitas,
California
|
$708K
|
+$143
|
+2
|
+0%
|
|
|
919
|
Oldfather Financial Services
Kearney,
Nebraska
|
$706K
|
+$161K
|
+2,243
|
+30%
|
|
|
920
|
Sabal Trust
St. Petersburg,
Florida
|
$702K
|
–
|
–
|
–
|
|
|
921
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$697K
|
-$37.3K
|
-521
|
-5%
|
|
|
922
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$696K
|
+$18.5K
|
+258
|
+3%
|
|
|
923
|
MYeCFO
La Jolla,
California
|
$694K
|
+$309K
|
+4,320
|
+81%
|
|
|
924
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$690K
|
-$5.37K
|
-75
|
-0.8%
|
|
|
925
|
Formidable Asset Management
Cincinnati,
Ohio
|
$689K
|
+$685K
|
+9,566
|
New
|
|
