|
701
|
Investment Partners
New Philadelphia,
Ohio
|
$2.6M
|
-$123K
|
-2,080
|
-5%
|
|
|
702
|
Seven Post Investment Office
San Francisco,
California
|
$2.6M
|
–
|
–
|
–
|
|
|
703
|
NWAM LLC
Mercer Island,
Washington
|
$2.59M
|
-$3.2M
|
-54,188
|
-56%
|
|
|
704
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.58M
|
-$388K
|
-6,568
|
-14%
|
|
|
705
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.57M
|
+$195K
|
+3,304
|
+9%
|
|
|
706
|
Great Lakes Retirement
Sandusky,
Ohio
|
$2.57M
|
+$133K
|
+2,244
|
+6%
|
|
|
707
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.56M
|
-$177K
|
-2,992
|
-7%
|
|
|
708
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$2.56M
|
+$83.7K
|
+1,416
|
+4%
|
|
|
709
|
PFG Advisors
Phoenix,
Arizona
|
$2.55M
|
+$171K
|
+2,896
|
+8%
|
|
|
710
|
First National Trust
Hermitage,
Pennsylvania
|
$2.53M
|
-$50.6K
|
-856
|
-2%
|
|
|
711
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$2.52M
|
+$14.9K
|
+252
|
+0.6%
|
|
|
712
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$2.52M
|
-$210K
|
-3,548
|
-8%
|
|
|
713
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.51M
|
–
|
–
|
–
|
|
|
714
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.5M
|
+$269K
|
+4,556
|
+13%
|
|
|
715
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.5M
|
+$989K
|
+16,732
|
+72%
|
|
|
716
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$2.5M
|
-$2.41M
|
-40,700
|
-50%
|
|
|
717
|
PFW Advisors
Atlanta,
Georgia
|
$2.49M
|
+$1.18K
|
+20
|
+0.1%
|
|
|
718
|
Abbot Financial Management
Andover,
Massachusetts
|
$2.48M
|
-$9.46K
|
-160
|
-0.4%
|
|
|
719
|
Welch & Forbes
Boston,
Massachusetts
|
$2.46M
|
-$16.8K
|
-284
|
-0.7%
|
|
|
720
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$2.45M
|
+$46.1K
|
+780
|
+2%
|
|
|
721
|
Kingfisher Capital
Charlotte,
North Carolina
|
$2.45M
|
-$16.5K
|
-280
|
-0.7%
|
|
|
722
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$2.45M
|
+$2.32M
|
+39,252
|
New
|
|
|
723
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.45M
|
-$34.7K
|
-588
|
-1%
|
|
|
724
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.44M
|
+$1.25M
|
+21,096
|
+118%
|
|
|
725
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.43M
|
-$542K
|
-9,164
|
-18%
|
|
