|
301
|
Focus Partners Wealth
Boston,
Massachusetts
|
$856K
|
+$792K
|
+22,997
|
New
|
|
|
302
|
Avantax Planning Partners
Dubuque,
Iowa
|
$854K
|
–
|
–
|
–
|
|
|
303
|
Bay Colony Advisors
Concord,
Massachusetts
|
$853K
|
+$94.1K
|
+2,735
|
+14%
|
|
|
304
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$850K
|
+$786K
|
+22,835
|
New
|
|
|
305
|
Seaside Wealth Management
Carlsbad,
California
|
$840K
|
+$1.17K
|
+34
|
+0.2%
|
|
|
306
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$835K
|
–
|
–
|
–
|
|
|
307
|
Samalin Investment Counsel
Chappaqua,
New York
|
$826K
|
+$36.7K
|
+1,067
|
+5%
|
|
|
308
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$822K
|
-$6.92K
|
-201
|
-0.9%
|
|
|
309
|
Clearstead Advisors
Cleveland,
Ohio
|
$813K
|
-$752K
|
-21,835
|
-50%
|
|
|
310
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$805K
|
–
|
–
|
–
|
|
|
311
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$793K
|
+$1.58K
|
+46
|
+0.2%
|
|
|
312
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$785K
|
+$723K
|
+20,990
|
New
|
|
|
313
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$783K
|
-$5.3K
|
-154
|
-0.7%
|
|
|
314
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$783K
|
-$5.3K
|
-154
|
-0.7%
|
|
|
315
|
SVB Wealth
Boston,
Massachusetts
|
$781K
|
+$413
|
+12
|
+0.1%
|
|
|
316
|
IHT Wealth Management
Chicago,
Illinois
|
$769K
|
+$2.38K
|
+69
|
+0.3%
|
|
|
317
|
KeyBank National Association
Cleveland,
Ohio
|
$769K
|
+$5.03K
|
+146
|
+0.7%
|
|
|
318
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$759K
|
+$702K
|
+20,396
|
New
|
|
|
319
|
Lauer Wealth
Valparaiso,
Indiana
|
$739K
|
-$688K
|
-20,000
|
-50%
|
|
|
320
|
Atria Wealth Solutions
New York
|
$723K
|
-$173K
|
-5,036
|
-21%
|
|
|
321
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$713K
|
–
|
–
|
–
|
|
|
322
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$712K
|
-$5.47K
|
-159
|
-0.8%
|
|
|
323
|
Amarillo National Bank
Amarillo,
Texas
|
$710K
|
–
|
–
|
–
|
|
|
324
|
IEQ Capital
Foster City,
California
|
$697K
|
+$335K
|
+9,718
|
+108%
|
|
|
325
|
Falcon Wealth Planning
Ontario,
California
|
$671K
|
+$34
|
+1
|
+0%
|
|
