|
2726
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$7.94M
|
+$195K
|
+481
|
+2%
|
|
|
2727
|
Berkeley Inc
Boise,
Idaho
|
$7.93M
|
+$121K
|
+299
|
+1%
|
|
|
2728
|
Family Capital Trust
Peabody,
Massachusetts
|
$7.93M
|
+$4.14M
|
+10,230
|
+93%
|
|
|
2729
|
L.J. Altfest & Co
New York
|
$7.92M
|
-$1.54M
|
-3,801
|
-15%
|
|
|
2730
|
Forum Finance Group
Geneva,
|
$7.92M
|
+$3.87M
|
+9,559
|
+57%
|
|
|
2731
|
St. Johns Investment Management
Jacksonville,
Florida
|
$7.92M
|
+$335K
|
+827
|
+4%
|
|
|
2732
|
Synergy Financial Group
San Ramon,
California
|
$7.91M
|
-$1.33M
|
-3,291
|
-13%
|
|
|
2733
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$7.91M
|
+$2.41M
|
+5,967
|
+39%
|
|
|
2734
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$7.89M
|
-$7.28K
|
-18
|
-0.1%
|
|
|
2735
|
First Command Advisory Services
Fort Worth,
Texas
|
$7.88M
|
-$1.91M
|
-4,717
|
-18%
|
|
|
2736
|
Summit Financial Strategies
Columbus,
Ohio
|
$7.88M
|
+$12.5K
|
+31
|
+0.1%
|
|
|
2737
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$7.88M
|
+$668K
|
+1,650
|
+8%
|
|
|
2738
|
Wealth Architects
Mountain View,
California
|
$7.87M
|
+$197K
|
+488
|
+2%
|
|
|
2739
|
Cromwell Holdings
Jackson,
Wyoming
|
$7.87M
|
+$225K
|
+555
|
+3%
|
|
|
2740
|
Palogic Value Management
Dallas,
Texas
|
$7.87M
|
+$2.21M
|
+5,450
|
+35%
|
|
|
2741
|
MW Advisory
Atlanta,
Georgia
|
$7.87M
|
+$8.53M
|
+21,088
|
New
|
|
|
2742
|
Stiles Financial Services
Edina,
Minnesota
|
$7.86M
|
+$743K
|
+1,836
|
+10%
|
|
|
2743
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$7.86M
|
–
|
–
|
–
|
|
|
2744
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$7.86M
|
+$176K
|
+434
|
+2%
|
|
|
2745
|
SWP Investment Management
Independence,
Ohio
|
$7.85M
|
+$316K
|
+780
|
+4%
|
|
|
2746
|
Dimension Capital Management
Coral Gables,
Florida
|
$7.85M
|
+$3.38M
|
+8,353
|
+66%
|
|
|
2747
|
Studio Investment Management
Chicago,
Illinois
|
$7.84M
|
+$61.1K
|
+151
|
+0.7%
|
|
|
2748
|
Rainier Family Wealth
Tacoma,
Washington
|
$7.84M
|
-$231K
|
-571
|
-3%
|
|
|
2749
|
Beacon Financial Group
Dallas,
Texas
|
$7.83M
|
+$337K
|
+832
|
+4%
|
|
|
2750
|
Z3 Capital Partners
Richmond,
Virginia
|
$7.82M
|
+$676K
|
+1,671
|
+9%
|
|
