|
1301
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$293K
|
+$19K
|
+584
|
+7%
|
|
|
1302
|
Saxon Interests
Houston,
Texas
|
$293K
|
–
|
–
|
–
|
|
|
1303
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$291K
|
–
|
–
|
–
|
|
|
1304
|
Cypress Capital Group
Palm Beach,
Florida
|
$291K
|
+$290K
|
+8,926
|
New
|
|
|
1305
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$289K
|
+$159K
|
+4,892
|
+123%
|
|
|
1306
|
Telos Capital Management
San Diego,
California
|
$285K
|
+$65
|
+2
|
+0%
|
|
|
1307
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$285K
|
+$284K
|
+8,735
|
New
|
|
|
1308
|
EJMK Ventures
Itasca,
Illinois
|
$285K
|
+$284K
|
+8,723
|
New
|
|
|
1309
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$282K
|
+$281K
|
+8,654
|
New
|
|
|
1310
|
Coppell Advisory Solutions
Coppell,
Texas
|
$281K
|
-$3.77K
|
-116
|
-1%
|
|
|
1311
|
Studio Investment Management
Chicago,
Illinois
|
$280K
|
+$25.5K
|
+783
|
+10%
|
|
|
1312
|
MCF Advisors
Covington,
Kentucky
|
$280K
|
+$206K
|
+6,340
|
+283%
|
|
|
1313
|
Fonville Wealth Management
Richmond,
Virginia
|
$278K
|
+$60.5K
|
+1,861
|
+28%
|
|
|
1314
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$277K
|
+$290K
|
+8,928
|
New
|
|
|
1315
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$277K
|
+$3.09K
|
+95
|
+1%
|
|
|
1316
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$276K
|
-$6.57K
|
-202
|
-2%
|
|
|
1317
|
Summit Wealth Group
White River Junction,
Vermont
|
$276K
|
–
|
–
|
–
|
|
|
1318
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$276K
|
+$9.92K
|
+305
|
+4%
|
|
|
1319
|
Personal CFO Solutions
Chester,
New Jersey
|
$275K
|
+$275K
|
+8,441
|
New
|
|
|
1320
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$275K
|
-$716
|
-22
|
-0.3%
|
|
|
1321
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$274K
|
+$51.7K
|
+1,590
|
+23%
|
|
|
1322
|
Venture Visionary Partners
Sylvania,
Ohio
|
$274K
|
–
|
–
|
–
|
|
|
1323
|
Wayfinding Financial
Lynnwood,
Washington
|
$274K
|
–
|
–
|
–
|
|
|
1324
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$273K
|
+$64.5K
|
+1,983
|
+31%
|
|
|
1325
|
Franklin Resources
San Mateo,
California
|
$272K
|
–
|
–
|
–
|
|
