|
851
|
Security Financial Services
Fort Wayne,
Indiana
|
$866K
|
–
|
–
|
–
|
|
|
852
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$862K
|
+$7.75K
|
+290
|
+0.9%
|
|
|
853
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$859K
|
-$33.7K
|
-1,261
|
-4%
|
|
|
854
|
Old Mission Investment Co
Traverse City,
Michigan
|
$858K
|
+$851K
|
+31,870
|
New
|
|
|
855
|
Rede Wealth
Charlottesville,
Virginia
|
$855K
|
+$849K
|
+31,782
|
New
|
|
|
856
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$849K
|
+$614
|
+23
|
+0.1%
|
|
|
857
|
D.A. Davidson & Co
Great Falls,
Montana
|
$847K
|
+$311K
|
+11,648
|
+59%
|
|
|
858
|
Citizens Financial Group
Providence,
Rhode Island
|
$842K
|
+$374
|
+14
|
+0%
|
|
|
859
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$840K
|
-$14.3K
|
-535
|
-2%
|
|
|
860
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$834K
|
–
|
–
|
–
|
|
|
861
|
Klingman & Associates
New York
|
$828K
|
-$48.2K
|
-1,806
|
-6%
|
|
|
862
|
Investment Planning Advisors
Cumming,
Georgia
|
$825K
|
+$1.55K
|
+58
|
+0.2%
|
|
|
863
|
|
$824K
|
+$410K
|
+15,346
|
+100%
|
|
|
864
|
Crux Wealth Advisors
Long Beach,
California
|
$822K
|
+$2.43K
|
+91
|
+0.3%
|
|
|
865
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$821K
|
-$13.6K
|
-508
|
-2%
|
|
|
866
|
Disciplined Investors
Waco,
Texas
|
$821K
|
-$18K
|
-675
|
-2%
|
|
|
867
|
Cascade Financial Partners
San Diego,
California
|
$819K
|
-$86K
|
-3,219
|
-10%
|
|
|
868
|
Arax Advisory Partners
Denver,
Colorado
|
$818K
|
+$812K
|
+30,395
|
New
|
|
|
869
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$816K
|
–
|
–
|
–
|
|
|
870
|
LifePlan Financial
Mankato,
Minnesota
|
$815K
|
-$32.2K
|
-1,206
|
-4%
|
|
|
871
|
Williams Jones Wealth Management
New York
|
$815K
|
+$62K
|
+2,321
|
+8%
|
|
|
872
|
Tactive Advisors
Jacksonville,
Florida
|
$811K
|
+$371K
|
+13,887
|
+85%
|
|
|
873
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$807K
|
+$118K
|
+4,405
|
+17%
|
|
|
874
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$801K
|
-$272K
|
-10,179
|
-25%
|
|
|
875
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$800K
|
–
|
–
|
–
|
|
