|
2101
|
Holistic Planning
Nacogdoches,
Texas
|
$687K
|
+$166K
|
+1,229
|
+31%
|
|
|
2102
|
Calamos Wealth Management
Naperville,
Illinois
|
$686K
|
-$14.1M
|
-104,869
|
-95%
|
|
|
2103
|
Financial Engines Advisors
Santa Clara,
California
|
$686K
|
+$352K
|
+2,614
|
+101%
|
|
|
2104
|
Gilbert & Cook
West Des Moines,
Iowa
|
$685K
|
+$14.5K
|
+108
|
+2%
|
|
|
2105
|
Legacy Financial Advisors
Covington,
Kentucky
|
$684K
|
-$413K
|
-3,066
|
-37%
|
|
|
2106
|
Exchange Bank
Santa Rosa,
California
|
$684K
|
-$25.7K
|
-191
|
-4%
|
|
|
2107
|
Boltwood Capital Management
Walnut Creek,
California
|
$683K
|
-$1.35K
|
-10
|
-0.2%
|
|
|
2108
|
Foster Group
West Des Moines,
Iowa
|
$683K
|
+$30.8K
|
+229
|
+5%
|
|
|
2109
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$682K
|
-$37.7K
|
-280
|
-5%
|
|
|
2110
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$682K
|
+$82.2K
|
+610
|
+13%
|
|
|
2111
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$681K
|
+$1.48K
|
+11
|
+0.2%
|
|
|
2112
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$681K
|
-$31.1K
|
-231
|
-4%
|
|
|
2113
|
Somerset Group
Wayzata,
Minnesota
|
$678K
|
–
|
–
|
–
|
|
|
2114
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$676K
|
+$14.1K
|
+105
|
+2%
|
|
|
2115
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$676K
|
-$40.4K
|
-300
|
-6%
|
|
|
2116
|
Trueblood Wealth Management
Lima,
Ohio
|
$675K
|
-$3.91K
|
-29
|
-0.6%
|
|
|
2117
|
RiverPark Advisors
New York
|
$672K
|
-$36.1K
|
-268
|
-5%
|
|
|
2118
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$672K
|
+$685K
|
+5,086
|
New
|
|
|
2119
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$670K
|
+$474K
|
+3,517
|
+226%
|
|
|
2120
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$670K
|
-$16.3K
|
-121
|
-2%
|
|
|
2121
|
CPA Asset Management
West Palm Beach,
Florida
|
$670K
|
–
|
–
|
–
|
|
|
2122
|
RiverFront Investment Group
Richmond,
Virginia
|
$669K
|
+$38.9K
|
+289
|
+6%
|
|
|
2123
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$667K
|
+$9.83K
|
+73
|
+1%
|
|
|
2124
|
First Bancorp
Damariscotta,
Maine
|
$667K
|
+$36K
|
+267
|
+6%
|
|
|
2125
|
Moment Partners
San Francisco,
California
|
$666K
|
+$6.74K
|
+50
|
+1%
|
|
