|
2051
|
626 Financial
Portage,
Michigan
|
$535K
|
+$40.4K
|
+202
|
+11%
|
|
|
2052
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$532K
|
+$2.4K
|
+12
|
+0.6%
|
|
|
2053
|
Schubert & Co
Mckinney,
Texas
|
$531K
|
-$14.8K
|
-74
|
-4%
|
|
|
2054
|
Financial Enhancement Group
Anderson,
Indiana
|
$531K
|
+$418K
|
+2,090
|
New
|
|
|
2055
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$531K
|
+$88.8K
|
+444
|
+28%
|
|
|
2056
|
Soundmark Wealth Management
Kirkland,
Washington
|
$530K
|
–
|
–
|
–
|
|
|
2057
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$530K
|
+$528K
|
+2,640
|
New
|
|
|
2058
|
Montis Financial
Waltham,
Massachusetts
|
$529K
|
+$5K
|
+25
|
+1%
|
|
|
2059
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$529K
|
+$166K
|
+830
|
+70%
|
|
|
2060
|
Versant Capital Management
Phoenix,
Arizona
|
$528K
|
-$7.4K
|
-37
|
-2%
|
|
|
2061
|
MRA Advisory Group
Parsippany,
New Jersey
|
$527K
|
-$123K
|
-617
|
-23%
|
|
|
2062
|
Jones Financial Companies
Des Peres,
Missouri
|
$527K
|
+$163K
|
+814
|
+68%
|
|
|
2063
|
Allen Capital Group
Grand Island,
Nebraska
|
$525K
|
+$18.6K
|
+93
|
+5%
|
|
|
2064
|
Denver PWM
Denver,
Colorado
|
$524K
|
+$11.8K
|
+59
|
+3%
|
|
|
2065
|
Waypoint Wealth Partners
Mill Valley,
California
|
$524K
|
–
|
–
|
–
|
|
|
2066
|
JFG Wealth Management
Denver,
Colorado
|
$524K
|
+$400K
|
+2,000
|
New
|
|
|
2067
|
Fortis Group Advisors
Westwood,
New Jersey
|
$521K
|
+$14K
|
+70
|
+4%
|
|
|
2068
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$521K
|
+$398K
|
+1,989
|
New
|
|
|
2069
|
Destination Wealth Management
Walnut Creek,
California
|
$520K
|
-$21K
|
-105
|
-5%
|
|
|
2070
|
Total Wealth Planning
Cincinnati,
Ohio
|
$519K
|
–
|
–
|
–
|
|
|
2071
|
Arrowroot Family Office
Marina Del Rey,
California
|
$519K
|
-$4.8K
|
-24
|
-1%
|
|
|
2072
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$518K
|
-$12.6K
|
-63
|
-3%
|
|
|
2073
|
Coastwise Capital Group
La Jolla,
California
|
$516K
|
-$882K
|
-4,410
|
-69%
|
|
|
2074
|
Lazard Frères Gestion
Paris,
France
|
$515K
|
-$15K
|
-75
|
-4%
|
|
|
2075
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$514K
|
-$2K
|
-10
|
-0.5%
|
|
