|
1026
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.25M
|
-$21.3K
|
-703
|
-2%
|
|
|
1027
|
|
$1.24M
|
-$546
|
-18
|
-0%
|
|
|
1028
|
Oxbow Advisors
Austin,
Texas
|
$1.24M
|
+$575K
|
+18,945
|
+88%
|
|
|
1029
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.24M
|
-$87.5K
|
-2,884
|
-7%
|
|
|
1030
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.22M
|
+$247K
|
+8,126
|
+26%
|
|
|
1031
|
Shearwater Capital
Denver,
Colorado
|
$1.22M
|
+$1.21M
|
+39,910
|
New
|
|
|
1032
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.22M
|
+$937K
|
+30,883
|
+345%
|
|
|
1033
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.22M
|
-$455
|
-15
|
-0%
|
|
|
1034
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$1.22M
|
-$365K
|
-12,037
|
-23%
|
|
|
1035
|
Moors & Cabot
Boston,
Massachusetts
|
$1.21M
|
+$65K
|
+2,143
|
+6%
|
|
|
1036
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.2M
|
-$18.1K
|
-598
|
-2%
|
|
|
1037
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$1.2M
|
-$132K
|
-4,345
|
-10%
|
|
|
1038
|
AmeriFlex Group
Las Vegas,
Nevada
|
$1.2M
|
+$684K
|
+22,555
|
+137%
|
|
|
1039
|
Colorado Capital Management
Boulder,
Colorado
|
$1.2M
|
+$9.31K
|
+307
|
+0.8%
|
|
|
1040
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$1.18M
|
-$2M
|
-65,893
|
-63%
|
|
|
1041
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1.18M
|
–
|
–
|
–
|
|
|
1042
|
Triton Wealth Management
Sun City,
Arizona
|
$1.17M
|
-$464K
|
-15,298
|
-28%
|
|
|
1043
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$1.17M
|
-$309K
|
-10,191
|
-21%
|
|
|
1044
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1.17M
|
+$5.37K
|
+177
|
+0.5%
|
|
|
1045
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$1.16M
|
+$87.2K
|
+2,876
|
+9%
|
|
|
1046
|
First Financial Group
Raleigh,
North Carolina
|
$1.15M
|
-$103K
|
-3,386
|
-8%
|
|
|
1047
|
Insight Wealth Partners
Plano,
Texas
|
$1.14M
|
-$18.4K
|
-606
|
-2%
|
|
|
1048
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.14M
|
+$640K
|
+21,110
|
+131%
|
|
|
1049
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$1.14M
|
+$1.13M
|
+37,191
|
New
|
|
|
1050
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.14M
|
-$23.2K
|
-765
|
-2%
|
|
