|
801
|
Sonoma Allocations
Santa Rosa,
California
|
$13M
|
-$695K
|
-1,144
|
-5%
|
|
|
802
|
Resolute Capital
Greenville,
South Carolina
|
$13M
|
+$1.22M
|
+2,010
|
+10%
|
|
|
803
|
Florida Financial Advisors
Tampa,
Florida
|
$12.8M
|
-$142K
|
-234
|
-1%
|
|
|
804
|
Element Squared
Minneapolis,
Minnesota
|
$12.8M
|
+$6.7M
|
+11,030
|
+99%
|
|
|
805
|
Keystone Wealth Services
Palm Desert,
California
|
$12.7M
|
-$645K
|
-1,062
|
-5%
|
|
|
806
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$12.7M
|
-$540K
|
-889
|
-4%
|
|
|
807
|
Everett Harris & Co
Los Angeles,
California
|
$12.6M
|
+$182K
|
+300
|
+1%
|
|
|
808
|
Jackson Wealth Management
Lake Mary,
Florida
|
$12.6M
|
+$83.2K
|
+137
|
+0.6%
|
|
|
809
|
Pacific Financial Group
Bellevue,
Washington
|
$12.6M
|
+$10.4M
|
+17,107
|
+365%
|
|
|
810
|
Central Trust Company
Jefferson City,
Missouri
|
$12.6M
|
-$1.82M
|
-2,999
|
-12%
|
|
|
811
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$12.6M
|
+$271K
|
+446
|
+2%
|
|
|
812
|
Sovran Advisors
San Diego,
California
|
$12.6M
|
+$468K
|
+770
|
+4%
|
|
|
813
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$12.5M
|
-$179K
|
-294
|
-1%
|
|
|
814
|
Berger Financial Group
Plymouth,
Minnesota
|
$12.5M
|
-$131K
|
-215
|
-1%
|
|
|
815
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$12.5M
|
+$142K
|
+233
|
+1%
|
|
|
816
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.5M
|
-$18.5M
|
-30,481
|
-61%
|
|
|
817
|
Cadia Private Client
Parsippany,
New Jersey
|
$12.5M
|
-$371K
|
-610
|
-3%
|
|
|
818
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$12.5M
|
+$1.85M
|
+3,052
|
+16%
|
|
|
819
|
Creative Financial Designs
Kokomo,
Indiana
|
$12.4M
|
+$409K
|
+674
|
+3%
|
|
|
820
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$12.4M
|
+$729K
|
+1,200
|
+6%
|
|
|
821
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$12.4M
|
-$58.3K
|
-96
|
-0.4%
|
|
|
822
|
Planned Solutions
Folsom,
California
|
$12.4M
|
-$248K
|
-409
|
-2%
|
|
|
823
|
Midwest Trust
Overland Park,
Kansas
|
$12.3M
|
+$4.12M
|
+6,779
|
+47%
|
|
|
824
|
RVW Wealth
Los Angeles,
California
|
$12.3M
|
-$41.9K
|
-69
|
-0.3%
|
|
|
825
|
First Nebraska Trust
Lincoln,
Nebraska
|
$12.3M
|
+$357K
|
+587
|
+3%
|
|
