|
3001
|
Peak Retirement Planning
Columbus,
Ohio
|
$830K
|
-$18.3K
|
-27
|
-2%
|
|
|
3002
|
Community Financial Services Group
Newport,
Vermont
|
$828K
|
-$29.9K
|
-44
|
-4%
|
|
|
3003
|
Intellus Advisors
Naples,
Florida
|
$827K
|
–
|
–
|
–
|
|
|
3004
|
Meeder Advisory Services
Dublin,
Ohio
|
$827K
|
+$181K
|
+266
|
+28%
|
|
|
3005
|
Members Trust
Tampa,
Florida
|
$827K
|
-$66.5K
|
-98
|
-8%
|
|
|
3006
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$823K
|
+$15.6K
|
+23
|
+2%
|
|
|
3007
|
Wimmer Associates 1
Pasadena,
California
|
$822K
|
-$7.47K
|
-11
|
-0.9%
|
|
|
3008
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$822K
|
-$23.1K
|
-34
|
-3%
|
|
|
3009
|
Bonfire Financial
Colorado Springs,
Colorado
|
$820K
|
–
|
–
|
–
|
|
|
3010
|
Coastwise Capital Group
La Jolla,
California
|
$820K
|
+$679
|
+1
|
+0.1%
|
|
|
3011
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$818K
|
–
|
–
|
–
|
|
|
3012
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$818K
|
+$53K
|
+78
|
+7%
|
|
|
3013
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$816K
|
–
|
–
|
–
|
|
|
3014
|
|
$814K
|
-$866K
|
-1,276
|
-52%
|
|
|
3015
|
Gill Capital Partners
Denver,
Colorado
|
$813K
|
-$56.4K
|
-83
|
-7%
|
|
|
3016
|
Golden Reserve Retirement
Dublin,
Ohio
|
$811K
|
+$804K
|
+1,184
|
New
|
|
|
3017
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$808K
|
+$1.36K
|
+2
|
+0.2%
|
|
|
3018
|
Ahara Advisors
Jersey City,
New Jersey
|
$808K
|
+$801K
|
+1,179
|
New
|
|
|
3019
|
GatePass Capital
Independence,
Ohio
|
$806K
|
-$128K
|
-188
|
-14%
|
|
|
3020
|
Regatta Capital Group
El Segundo,
California
|
$805K
|
+$5.43K
|
+8
|
+0.7%
|
|
|
3021
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$805K
|
+$493K
|
+726
|
+162%
|
|
|
3022
|
Integral Investment Advisors
Turlock,
California
|
$803K
|
–
|
–
|
–
|
|
|
3023
|
Main Street Group
Glen Allen,
Virginia
|
$803K
|
+$44.8K
|
+66
|
+6%
|
|
|
3024
|
SpringVest Wealth Management
Dallas,
Texas
|
$803K
|
-$61.8K
|
-91
|
-7%
|
|
|
3025
|
Zuckerman Investment Group
Chicago,
Illinois
|
$799K
|
-$9.51K
|
-14
|
-1%
|
|
