|
1126
|
Montag & Associates
Atlanta,
Georgia
|
$331K
|
–
|
–
|
–
|
|
|
1127
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$330K
|
-$88.6K
|
-495
|
-20%
|
|
|
1128
|
Channel Wealth
Santa Barbara,
California
|
$328K
|
-$6.45K
|
-36
|
-2%
|
|
|
1129
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$328K
|
–
|
–
|
–
|
|
|
1130
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$327K
|
+$5.91K
|
+33
|
+2%
|
|
|
1131
|
Curi RMB Capital
Chicago,
Illinois
|
$325K
|
-$15.2K
|
-85
|
-4%
|
|
|
1132
|
HBW Advisory Services
Simi Valley,
California
|
$324K
|
+$537
|
+3
|
+0.2%
|
|
|
1133
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$322K
|
+$25.1K
|
+140
|
+8%
|
|
|
1134
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$322K
|
-$50.1K
|
-280
|
-13%
|
|
|
1135
|
Post Resch Tallon Group
Pittsford,
New York
|
$320K
|
–
|
–
|
–
|
|
|
1136
|
LVW Advisors
Pittsford,
New York
|
$320K
|
–
|
–
|
–
|
|
|
1137
|
Donor Advised Charitable Giving
San Francisco,
California
|
$320K
|
+$51K
|
+285
|
+18%
|
|
|
1138
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$319K
|
-$18.1K
|
-101
|
-5%
|
|
|
1139
|
Lockerman Financial Group
Newport Beach,
California
|
$319K
|
+$334K
|
+1,867
|
New
|
|
|
1140
|
Acima Private Wealth
Richmond,
Virginia
|
$319K
|
–
|
–
|
–
|
|
|
1141
|
Holistic Planning
Nacogdoches,
Texas
|
$317K
|
+$332K
|
+1,853
|
New
|
|
|
1142
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$316K
|
-$17.9K
|
-100
|
-5%
|
|
|
1143
|
Fortress Financial Group
Rochester,
Minnesota
|
$316K
|
+$331K
|
+1,847
|
New
|
|
|
1144
|
Avion Wealth
The Woodlands,
Texas
|
$315K
|
–
|
–
|
–
|
|
|
1145
|
BCS Wealth Management
Johnson City,
Tennessee
|
$312K
|
-$2.15K
|
-12
|
-0.7%
|
|
|
1146
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$312K
|
-$22.9K
|
-128
|
-7%
|
|
|
1147
|
Financial Engines Advisors
Santa Clara,
California
|
$311K
|
-$21.1K
|
-118
|
-6%
|
|
|
1148
|
Sterling Financial Planning
Sparta,
New Jersey
|
$311K
|
+$24K
|
+134
|
+8%
|
|
|
1149
|
Ritholtz Wealth Management
New York
|
$310K
|
+$32.9K
|
+184
|
+11%
|
|
|
1150
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$310K
|
+$74.5K
|
+416
|
+30%
|
|
