|
1201
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$600K
|
+$546K
|
+1,731
|
New
|
|
|
1202
|
3Chopt Investment Partners
Richmond,
Virginia
|
$598K
|
+$37.5K
|
+119
|
+7%
|
|
|
1203
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$598K
|
+$156K
|
+495
|
+39%
|
|
|
1204
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$597K
|
–
|
–
|
–
|
|
|
1205
|
|
$596K
|
–
|
–
|
–
|
|
|
1206
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$596K
|
+$93K
|
+295
|
+20%
|
|
|
1207
|
QTR Family Wealth
Lake Mary,
Florida
|
$596K
|
+$288K
|
+915
|
+110%
|
|
|
1208
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$592K
|
-$13.2K
|
-42
|
-2%
|
|
|
1209
|
VestGen Advisors
Inverness,
Illinois
|
$592K
|
+$80.7K
|
+256
|
+17%
|
|
|
1210
|
Financial Engines Advisors
Santa Clara,
California
|
$588K
|
+$35K
|
+111
|
+7%
|
|
|
1211
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$587K
|
+$543K
|
+1,722
|
New
|
|
|
1212
|
Turning Point Benefit Group
Frederick,
Maryland
|
$587K
|
+$64.9K
|
+206
|
+14%
|
|
|
1213
|
FourThought Financial Partners
Venice,
Florida
|
$587K
|
+$17K
|
+54
|
+3%
|
|
|
1214
|
Aprio Wealth Management
Atlanta,
Georgia
|
$585K
|
+$54.5K
|
+173
|
+11%
|
|
|
1215
|
Howard Capital Management
Roswell,
Georgia
|
$584K
|
+$92K
|
+292
|
+21%
|
|
|
1216
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$584K
|
+$540K
|
+1,712
|
New
|
|
|
1217
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$582K
|
+$74.4K
|
+236
|
+16%
|
|
|
1218
|
McDonald Partners
Cleveland,
Ohio
|
$582K
|
-$1.24M
|
-3,934
|
-70%
|
|
|
1219
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$582K
|
–
|
–
|
–
|
|
|
1220
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$581K
|
-$18.6K
|
-59
|
-3%
|
|
|
1221
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$579K
|
+$286K
|
+907
|
+115%
|
|
|
1222
|
EntryPoint Capital
New York
|
$578K
|
+$534K
|
+1,694
|
New
|
|
|
1223
|
Ignite Planners
San Clemente,
California
|
$573K
|
+$15.8K
|
+50
|
+3%
|
|
|
1224
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$571K
|
+$528K
|
+1,674
|
New
|
|
|
1225
|
Trueblood Wealth Management
Lima,
Ohio
|
$567K
|
-$11.7K
|
-37
|
-2%
|
|
