|
1826
|
Strategic Financial Planning
Plano,
Texas
|
$286K
|
–
|
–
|
–
|
|
|
1827
|
Kanawha Capital Management
Richmond,
Virginia
|
$286K
|
–
|
–
|
–
|
|
|
1828
|
Tortoise Investment Management
White Plains,
New York
|
$286K
|
+$62.6K
|
+872
|
+29%
|
|
|
1829
|
Private Capital Management (Florida)
Naples,
Florida
|
$286K
|
+$862
|
+12
|
+0.3%
|
|
|
1830
|
Heritage Wealth Management (California)
San Diego,
California
|
$286K
|
+$12.6K
|
+176
|
+5%
|
|
|
1831
|
Legacy Bridge
West Des Moines,
Iowa
|
$286K
|
–
|
–
|
–
|
|
|
1832
|
Gries Financial
Cleveland,
Ohio
|
$285K
|
+$31.9K
|
+444
|
+13%
|
|
|
1833
|
Tocqueville Asset Management
New York
|
$283K
|
+$575
|
+8
|
+0.2%
|
|
|
1834
|
Summit Asset Management
Memphis,
Tennessee
|
$283K
|
–
|
–
|
–
|
|
|
1835
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$281K
|
+$862
|
+12
|
+0.3%
|
|
|
1836
|
Tradition Wealth Management
Edina,
Minnesota
|
$281K
|
-$14.1K
|
-196
|
-5%
|
|
|
1837
|
Womack Financial
Dallas,
Texas
|
$281K
|
-$134K
|
-1,868
|
-33%
|
|
|
1838
|
North Capital
Salt Lake City,
Utah
|
$280K
|
+$1.44K
|
+20
|
+0.5%
|
|
|
1839
|
Ted Buchan & Co
San Diego,
California
|
$280K
|
-$287
|
-4
|
-0.1%
|
|
|
1840
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$280K
|
–
|
–
|
–
|
|
|
1841
|
GSG Advisors
Mount Laurel,
New Jersey
|
$280K
|
+$1.44K
|
+20
|
+0.5%
|
|
|
1842
|
Regimen Wealth
Atlanta,
Georgia
|
$279K
|
-$15.2K
|
-212
|
-5%
|
|
|
1843
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$279K
|
+$273K
|
+3,804
|
New
|
|
|
1844
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$279K
|
–
|
–
|
–
|
|
|
1845
|
KWB Wealth
Redlands,
California
|
$279K
|
-$76.4K
|
-1,064
|
-21%
|
|
|
1846
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$278K
|
+$16.4K
|
+228
|
+6%
|
|
|
1847
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$277K
|
–
|
–
|
–
|
|
|
1848
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$276K
|
+$7.76K
|
+108
|
+3%
|
|
|
1849
|
Klingman & Associates
New York
|
$275K
|
–
|
–
|
–
|
|
|
1850
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$275K
|
-$9.19K
|
-128
|
-3%
|
|
