|
801
|
Holistic Planning
Nacogdoches,
Texas
|
$2.27M
|
-$112K
|
-914
|
-5%
|
|
|
802
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$2.26M
|
+$26.7K
|
+218
|
+1%
|
|
|
803
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.26M
|
-$95.2K
|
-778
|
-4%
|
|
|
804
|
WealthCare Asset Management
Springfield,
Missouri
|
$2.24M
|
+$2.26M
|
+18,496
|
New
|
|
|
805
|
Raleigh Capital Management
Cary,
North Carolina
|
$2.24M
|
+$85.4K
|
+698
|
+4%
|
|
|
806
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$2.23M
|
+$169K
|
+1,381
|
+8%
|
|
|
807
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2.22M
|
-$50.2K
|
-410
|
-2%
|
|
|
808
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$2.22M
|
-$10.6K
|
-87
|
-0.5%
|
|
|
809
|
Hopwood Financial Services
Reston,
Virginia
|
$2.21M
|
-$3.06K
|
-25
|
-0.1%
|
|
|
810
|
United Advisor Group
Cincinnati,
Ohio
|
$2.2M
|
+$1.55M
|
+12,702
|
+246%
|
|
|
811
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$2.19M
|
–
|
–
|
–
|
|
|
812
|
Bensler
Bellevue,
Washington
|
$2.19M
|
-$305K
|
-2,489
|
-12%
|
|
|
813
|
HM Payson & Co
Portland,
Maine
|
$2.19M
|
-$26.9K
|
-220
|
-1%
|
|
|
814
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.19M
|
-$107M
|
-874,829
|
-98%
|
|
|
815
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$2.19M
|
-$52.1K
|
-426
|
-2%
|
|
|
816
|
Emergent Wealth Advisors
Williamsville,
New York
|
$2.18M
|
-$181K
|
-1,481
|
-8%
|
|
|
817
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$2.17M
|
-$41.7K
|
-341
|
-2%
|
|
|
818
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
$2.17M
|
+$2.15M
|
+17,602
|
New
|
|
|
819
|
Prudential plc
London, England,
United Kingdom
|
$2.17M
|
+$1.87M
|
+15,300
|
+665%
|
|
|
820
|
Vantus Wealth
Lancaster,
Pennsylvania
|
$2.17M
|
+$2.15M
|
+17,566
|
New
|
|
|
821
|
True Link Financial Advisors
San Francisco,
California
|
$2.16M
|
-$429K
|
-3,505
|
-17%
|
|
|
822
|
Expressive Wealth
Chicago,
Illinois
|
$2.16M
|
+$2.14M
|
+17,526
|
New
|
|
|
823
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
$2.16M
|
+$2.14M
|
+17,520
|
New
|
|
|
824
|
Manchester Capital Management
Manchester,
Vermont
|
$2.16M
|
–
|
–
|
–
|
|
|
825
|
Tempus Wealth Planning
Irvine,
California
|
$2.15M
|
+$41.1K
|
+336
|
+2%
|
|
