|
1351
|
Holistic Planning
Nacogdoches,
Texas
|
$909K
|
+$398K
|
+3,504
|
+70%
|
|
|
1352
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$909K
|
-$22.2K
|
-196
|
-2%
|
|
|
1353
|
WealthGarden F.S.
El Segundo,
California
|
$907K
|
–
|
–
|
–
|
|
|
1354
|
Eight 31 Financial
Midland,
Texas
|
$907K
|
–
|
–
|
–
|
|
|
1355
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$905K
|
–
|
–
|
–
|
|
|
1356
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$905K
|
+$10.4K
|
+92
|
+1%
|
|
|
1357
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$902K
|
–
|
–
|
–
|
|
|
1358
|
Latko Wealth Management
Frankfort,
Illinois
|
$902K
|
+$420K
|
+3,696
|
+78%
|
|
|
1359
|
Single Point Partners
Boston,
Massachusetts
|
$901K
|
-$1.82K
|
-16
|
-0.2%
|
|
|
1360
|
Calton & Associates
Tampa,
Florida
|
$900K
|
+$32.7K
|
+288
|
+4%
|
|
|
1361
|
Country Trust Bank
Bloomington,
Illinois
|
$897K
|
–
|
–
|
–
|
|
|
1362
|
Stockman Wealth Management
Billings,
Montana
|
$895K
|
-$33.1K
|
-292
|
-3%
|
|
|
1363
|
3 Factor Indexing
Sacramento,
California
|
$894K
|
+$952K
|
+8,384
|
New
|
|
|
1364
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$894K
|
-$113K
|
-992
|
-11%
|
|
|
1365
|
KilterHowling LLC
Boulder,
Colorado
|
$893K
|
+$908
|
+8
|
+0.1%
|
|
|
1366
|
Atwood & Palmer
Kansas City,
Missouri
|
$892K
|
–
|
–
|
–
|
|
|
1367
|
Argus Investors Counsel
New York
|
$892K
|
-$243K
|
-2,140
|
-20%
|
|
|
1368
|
NBT Bank
Norwich,
New York
|
$890K
|
+$306K
|
+2,700
|
+48%
|
|
|
1369
|
Weaver Consulting Group
Huntington Beach,
California
|
$889K
|
-$59.9K
|
-528
|
-6%
|
|
|
1370
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$889K
|
-$7.26K
|
-64
|
-0.8%
|
|
|
1371
|
First American Trust
Santa Ana,
California
|
$889K
|
+$153K
|
+1,348
|
+19%
|
|
|
1372
|
Union Savings Bank
Litchfield,
Connecticut
|
$889K
|
-$49.9K
|
-440
|
-5%
|
|
|
1373
|
Bank of Hawaii
Honolulu,
Hawaii
|
$885K
|
–
|
–
|
–
|
|
|
1374
|
Jamison Private Wealth Management
Milton,
Georgia
|
$884K
|
-$2.27K
|
-20
|
-0.2%
|
|
|
1375
|
SPWM Advisors
Traverse City,
Michigan
|
$881K
|
+$2.38M
|
+21,008
|
+278%
|
|
