|
676
|
Peak Retirement Planning
Columbus,
Ohio
|
$2.09M
|
+$506K
|
+8,386
|
+30%
|
|
|
677
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.09M
|
-$113K
|
-1,865
|
-5%
|
|
|
678
|
SignatureFD
Atlanta,
Georgia
|
$2.09M
|
-$112K
|
-1,855
|
-5%
|
|
|
679
|
North Star Asset Management
Neenah,
Wisconsin
|
$2.09M
|
–
|
–
|
–
|
|
|
680
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$2.08M
|
-$24.3K
|
-403
|
-1%
|
|
|
681
|
KFA Private Wealth Group
Tysons,
Virginia
|
$2.07M
|
+$2.17M
|
+35,877
|
New
|
|
|
682
|
Jamison Private Wealth Management
Milton,
Georgia
|
$2.06M
|
–
|
–
|
–
|
|
|
683
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.05M
|
-$89.4K
|
-1,480
|
-4%
|
|
|
684
|
Optimist Retirement Group
Bellevue,
Washington
|
$2.05M
|
-$181
|
-3
|
-0%
|
|
|
685
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$2.04M
|
-$35.3K
|
-585
|
-2%
|
|
|
686
|
CMG Global Holdings
Plano,
Texas
|
$2.03M
|
+$14.4K
|
+239
|
+0.8%
|
|
|
687
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$2.03M
|
–
|
–
|
–
|
|
|
688
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$2.02M
|
-$2.78K
|
-46
|
-0.1%
|
|
|
689
|
Doliver Advisors
Houston,
Texas
|
$2.02M
|
-$11.3K
|
-187
|
-0.5%
|
|
|
690
|
SouthState Corp
Winter Haven,
Florida
|
$2M
|
-$167K
|
-2,772
|
-7%
|
|
|
691
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2M
|
+$14.7K
|
+244
|
+0.7%
|
|
|
692
|
Weinberger Asset Management
Los Angeles,
California
|
$1.99M
|
+$664
|
+11
|
+0%
|
|
|
693
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.99M
|
-$624K
|
-10,338
|
-23%
|
|
|
694
|
Wedbush Securities
Los Angeles,
California
|
$1.99M
|
+$243K
|
+4,030
|
+13%
|
|
|
695
|
Precedent Wealth Partners
Houston,
Texas
|
$1.99M
|
+$105K
|
+1,734
|
+5%
|
|
|
696
|
|
$1.98M
|
-$4.96M
|
-82,101
|
-70%
|
|
|
697
|
Pure Financial Advisors
San Diego,
California
|
$1.97M
|
+$116K
|
+1,918
|
+6%
|
|
|
698
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.97M
|
+$63.1K
|
+1,045
|
+3%
|
|
|
699
|
Washington Trust Bank
Spokane,
Washington
|
$1.97M
|
-$2.11K
|
-35
|
-0.1%
|
|
|
700
|
WP Advisors
San Francisco,
California
|
$1.95M
|
-$70.1K
|
-1,161
|
-3%
|
|
