|
901
|
Peak Planning Group
Centennial,
Colorado
|
$675K
|
+$158K
|
+2,407
|
+30%
|
|
|
902
|
Capital Investment Advisors
Atlanta,
Georgia
|
$675K
|
-$140K
|
-2,131
|
-17%
|
|
|
903
|
Rockland Trust
Hanover,
Massachusetts
|
$674K
|
–
|
–
|
–
|
|
|
904
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$669K
|
+$79K
|
+1,201
|
+13%
|
|
|
905
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$666K
|
+$681K
|
+10,348
|
New
|
|
|
906
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$664K
|
-$6.64K
|
-101
|
-1%
|
|
|
907
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$661K
|
+$293K
|
+4,449
|
+76%
|
|
|
908
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$661K
|
-$142K
|
-2,153
|
-17%
|
|
|
909
|
Strategic Financial Services
Utica,
New York
|
$655K
|
–
|
–
|
–
|
|
|
910
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$652K
|
-$254K
|
-3,855
|
-28%
|
|
|
911
|
Davenport & Co
Richmond,
Virginia
|
$651K
|
+$133K
|
+2,023
|
+25%
|
|
|
912
|
SteelPeak Wealth
Woodland Hills,
California
|
$650K
|
+$665K
|
+10,104
|
New
|
|
|
913
|
Advisory Alpha
Holland,
Michigan
|
$649K
|
-$60.7K
|
-923
|
-8%
|
|
|
914
|
Jones Financial Companies
Des Peres,
Missouri
|
$642K
|
-$38K
|
-578
|
-5%
|
|
|
915
|
JGP Wealth Management
Bend,
Oregon
|
$638K
|
+$92.8K
|
+1,411
|
+17%
|
|
|
916
|
Pinion Investment Advisors
Wichita,
Kansas
|
$637K
|
+$432K
|
+6,559
|
+196%
|
|
|
917
|
Apella Capital
West Hartford,
Connecticut
|
$631K
|
-$18.4K
|
-279
|
-3%
|
|
|
918
|
NorthRock Partners
Minneapolis,
Minnesota
|
$626K
|
+$4.41K
|
+67
|
+0.7%
|
|
|
919
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$625K
|
+$114K
|
+1,734
|
+22%
|
|
|
920
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$622K
|
+$737K
|
+11,206
|
New
|
|
|
921
|
|
$609K
|
+$622K
|
+9,461
|
New
|
|
|
922
|
Next Capital Management
New York
|
$603K
|
+$63.5K
|
+965
|
+11%
|
|
|
923
|
Martel Wealth Advisors
Vancouver,
Washington
|
$602K
|
+$30.8K
|
+468
|
+5%
|
|
|
924
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$601K
|
+$615K
|
+9,352
|
New
|
|
|
925
|
Lido Advisors
Los Angeles,
California
|
$599K
|
-$7.24K
|
-110
|
-1%
|
|
