|
1001
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$630K
|
+$17.5K
|
+168
|
+3%
|
|
|
1002
|
CFO4Life Group
Coppell,
Texas
|
$618K
|
–
|
–
|
–
|
|
|
1003
|
Rialto Wealth Management
Syracuse,
New York
|
$615K
|
+$17.1K
|
+164
|
+3%
|
|
|
1004
|
RAM Investment Partners
Bellevue,
Washington
|
$611K
|
-$208
|
-2
|
-0%
|
|
|
1005
|
INVST
Indianapolis,
Indiana
|
$611K
|
+$99.4K
|
+956
|
+20%
|
|
|
1006
|
Continuum Advisory
Eagle,
Idaho
|
$610K
|
-$169K
|
-1,623
|
-22%
|
|
|
1007
|
Elevate Wealth Advisory
Athens,
Georgia
|
$608K
|
+$2.6K
|
+25
|
+0.4%
|
|
|
1008
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$605K
|
+$6.13K
|
+59
|
+1%
|
|
|
1009
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$605K
|
+$124K
|
+1,195
|
+26%
|
|
|
1010
|
Certus Wealth Management
Redwood City,
California
|
$604K
|
-$414K
|
-3,980
|
-41%
|
|
|
1011
|
1900 Wealth Management
San Antonio,
Texas
|
$602K
|
-$36.1K
|
-347
|
-6%
|
|
|
1012
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$602K
|
+$179K
|
+1,720
|
+43%
|
|
|
1013
|
Falcon Wealth Planning
Ontario,
California
|
$597K
|
+$285K
|
+2,739
|
+92%
|
|
|
1014
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$596K
|
+$19.2K
|
+185
|
+3%
|
|
|
1015
|
ORG Wealth Partners
Dallas,
Texas
|
$594K
|
-$706K
|
-6,792
|
-54%
|
|
|
1016
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$590K
|
+$158K
|
+1,515
|
+37%
|
|
|
1017
|
TSA Wealth Management
Houston,
Texas
|
$589K
|
-$232K
|
-2,232
|
-28%
|
|
|
1018
|
Soltis Investment Advisors
St. George,
Utah
|
$584K
|
-$68.3K
|
-657
|
-11%
|
|
|
1019
|
West Financial Advisors
Des Moines,
Iowa
|
$583K
|
-$126K
|
-1,213
|
-18%
|
|
|
1020
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$582K
|
+$579K
|
+5,570
|
New
|
|
|
1021
|
Little House Capital
Braintree,
Massachusetts
|
$581K
|
+$12.2K
|
+117
|
+2%
|
|
|
1022
|
Crux Wealth Advisors
Long Beach,
California
|
$581K
|
+$135K
|
+1,301
|
+31%
|
|
|
1023
|
Sutton Place Investors
Katonah,
New York
|
$578K
|
+$165K
|
+1,585
|
+40%
|
|
|
1024
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$577K
|
+$104
|
+1
|
+0%
|
|
|
1025
|
Uptown Financial Advisors
Dallas,
Texas
|
$577K
|
–
|
–
|
–
|
|
