|
2701
|
Summit Financial Strategies
Columbus,
Ohio
|
$776K
|
+$743K
|
+6,360
|
New
|
|
|
2702
|
Bollard Group
Boston,
Massachusetts
|
$772K
|
–
|
–
|
–
|
|
|
2703
|
First Citizens Financial Corp
Mason City,
Iowa
|
$771K
|
–
|
–
|
–
|
|
|
2704
|
WealthBridge Capital Management
Westerville,
Ohio
|
$769K
|
–
|
–
|
–
|
|
|
2705
|
WESPAC Advisors
Orinda,
California
|
$767K
|
-$1.32M
|
-11,300
|
-64%
|
|
|
2706
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$767K
|
–
|
–
|
–
|
|
|
2707
|
44 Wealth Management
Eugene,
Oregon
|
$767K
|
+$28K
|
+240
|
+4%
|
|
|
2708
|
Wade Financial Advisory
Campbell,
California
|
$764K
|
+$11.7K
|
+100
|
+2%
|
|
|
2709
|
Cooper/Haims Advisors
Victor,
New York
|
$762K
|
-$11.7K
|
-100
|
-2%
|
|
|
2710
|
Asset Management Group
Stamford,
Connecticut
|
$762K
|
–
|
–
|
–
|
|
|
2711
|
Strategic Financial Services
Utica,
New York
|
$759K
|
-$23.4K
|
-200
|
-3%
|
|
|
2712
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$757K
|
-$4.67K
|
-40
|
-0.6%
|
|
|
2713
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$757K
|
+$44.4K
|
+380
|
+7%
|
|
|
2714
|
Everhart Financial Group
Dublin,
Ohio
|
$757K
|
+$724K
|
+6,200
|
New
|
|
|
2715
|
KCS Wealth Advisory
Los Angeles,
California
|
$755K
|
-$2.34K
|
-20
|
-0.3%
|
|
|
2716
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$755K
|
–
|
–
|
–
|
|
|
2717
|
20/20 Capital Management
Costa Mesa,
California
|
$755K
|
+$28K
|
+240
|
+4%
|
|
|
2718
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$754K
|
+$166K
|
+1,420
|
+34%
|
|
|
2719
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$753K
|
–
|
–
|
–
|
|
|
2720
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$752K
|
-$42K
|
-360
|
-6%
|
|
|
2721
|
Bickling Financial Services
Lexington,
Massachusetts
|
$752K
|
+$42K
|
+360
|
+6%
|
|
|
2722
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$750K
|
-$14K
|
-120
|
-2%
|
|
|
2723
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$747K
|
+$159K
|
+1,360
|
+29%
|
|
|
2724
|
Triton Wealth Management
Sun City,
Arizona
|
$746K
|
+$46.7K
|
+400
|
+8%
|
|
|
2725
|
Davidson Investment Advisors
Great Falls,
Montana
|
$745K
|
-$23.4K
|
-200
|
-3%
|
|
