|
801
|
Holistic Planning
Nacogdoches,
Texas
|
$749K
|
+$744K
|
+7,017
|
New
|
|
|
802
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$747K
|
-$401K
|
-3,782
|
-35%
|
|
|
803
|
Midwest Trust
Overland Park,
Kansas
|
$746K
|
+$741K
|
+6,990
|
New
|
|
|
804
|
Capital Group Private Client Services
Los Angeles,
California
|
$742K
|
+$197K
|
+1,862
|
+37%
|
|
|
805
|
|
$740K
|
+$736K
|
+6,940
|
New
|
|
|
806
|
Go Invest LLC
West Jordan,
Utah
|
$734K
|
+$730K
|
+6,882
|
New
|
|
|
807
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$721K
|
+$276K
|
+2,608
|
+63%
|
|
|
808
|
SEI Investments
Oaks,
Pennsylvania
|
$720K
|
+$48.6K
|
+458
|
+7%
|
|
|
809
|
Root Financial Partners
Encinitas,
California
|
$716K
|
+$562K
|
+5,305
|
+378%
|
|
|
810
|
Strategic Financial Concepts
San Antonio,
Texas
|
$714K
|
-$92.1M
|
-868,574
|
-99%
|
|
|
811
|
First Horizon Corporation
Memphis,
Tennessee
|
$708K
|
-$581K
|
-5,485
|
-45%
|
|
|
812
|
Fulton Bank
Lancaster,
Pennsylvania
|
$705K
|
+$700K
|
+6,607
|
New
|
|
|
813
|
Coordinated Financial Services
Denver,
Colorado
|
$705K
|
+$127K
|
+1,198
|
+22%
|
|
|
814
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$704K
|
+$23.6K
|
+223
|
+3%
|
|
|
815
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$703K
|
+$138K
|
+1,305
|
+25%
|
|
|
816
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$702K
|
+$928K
|
+8,753
|
New
|
|
|
817
|
Valpey Financial Services
Concord,
New Hampshire
|
$689K
|
-$126K
|
-1,192
|
-16%
|
|
|
818
|
Selby Wealth Management
Emeryville,
California
|
$687K
|
+$683K
|
+6,443
|
New
|
|
|
819
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$686K
|
–
|
–
|
–
|
|
|
820
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$683K
|
-$44.8K
|
-423
|
-6%
|
|
|
821
|
Ballentine Partners
Waltham,
Massachusetts
|
$679K
|
+$186K
|
+1,759
|
+38%
|
|
|
822
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$677K
|
-$52.8K
|
-498
|
-7%
|
|
|
823
|
Crescent Sterling
Metairie,
Louisiana
|
$673K
|
-$14K
|
-132
|
-2%
|
|
|
824
|
Global Financial Private Client
Sarasota,
Florida
|
$672K
|
+$9.65K
|
+91
|
+1%
|
|
|
825
|
Fidelis Capital Partners
Tampa,
Florida
|
$666K
|
–
|
–
|
–
|
|
