|
1901
|
Holistic Planning
Nacogdoches,
Texas
|
$1.11M
|
+$141K
|
2
|
0.29%
|
Increased
|
|
|
1902
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.11M
|
-$442K
|
1
|
0.27%
|
Reduced
|
|
|
1903
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.11M
|
-$131K
|
1
|
0.63%
|
Reduced
|
|
|
1904
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$1.11M
|
+$1.03M
|
1
|
0.33%
|
New
|
|
|
1905
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$1.11M
|
+$43.7K
|
1
|
0.24%
|
Increased
|
|
|
1906
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.11M
|
+$88.2K
|
1
|
0.1%
|
Increased
|
|
|
1907
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.11M
|
+$677K
|
1
|
0.16%
|
Increased
|
|
|
1908
|
Lion Street Advisors
Austin,
Texas
|
$1.1M
|
+$603K
|
1
|
0.38%
|
Increased
|
|
|
1909
|
Claro Advisors
Boston,
Massachusetts
|
$1.1M
|
-$30.6K
|
1
|
0.16%
|
Reduced
|
|
|
1910
|
LVZ Inc
Holland,
Michigan
|
$1.1M
|
+$186K
|
2
|
0.13%
|
Increased
|
|
|
1911
|
Stegent Equity Advisors
Houston,
Texas
|
$1.1M
|
+$139K
|
1
|
0.89%
|
Increased
|
|
|
1912
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.1M
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1913
|
Matisse Capital
Portland,
Oregon
|
$1.09M
|
+$503K
|
2
|
0.49%
|
Increased
|
|
|
1914
|
Center for Financial Planning
Southfied,
Michigan
|
$1.09M
|
$0
|
3
|
0.12%
|
Maintained
|
|
|
1915
|
Gries Financial
Cleveland,
Ohio
|
$1.09M
|
+$91.4K
|
1
|
0.17%
|
Increased
|
|
|
1916
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$1.09M
|
-$33.2K
|
1
|
0.54%
|
Reduced
|
|
|
1917
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.09M
|
-$44.8K
|
1
|
0.5%
|
Reduced
|
|
|
1918
|
Planned Solutions
Folsom,
California
|
$1.09M
|
+$26.2K
|
1
|
0.37%
|
Increased
|
|
|
1919
|
XTX Topco
George Town,
Cayman Islands
|
$1.09M
|
-$3.26M
|
4
|
0.06%
|
Reduced
|
|
|
1920
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$1.09M
|
+$191K
|
2
|
0.06%
|
Increased
|
|
|
1921
|
Montis Financial
Waltham,
Massachusetts
|
$1.09M
|
+$1.01M
|
1
|
0.25%
|
New
|
|
|
1922
|
Avity Investment Management
Greenwich,
Connecticut
|
$1.08M
|
+$52.4K
|
1
|
0.08%
|
Increased
|
|
|
1923
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.08M
|
+$43.7K
|
1
|
0.12%
|
Increased
|
|
|
1924
|
Lafayette Investments
Ashton,
Maryland
|
$1.08M
|
-$2.62K
|
1
|
0.21%
|
Reduced
|
|
|
1925
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.08M
|
+$4.97K
|
1
|
0.14%
|
Increased
|
|
