|
401
|
American Trust
Lexington,
Kentucky
|
$889K
|
+$298K
|
+10,386
|
+53%
|
|
|
402
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$884K
|
–
|
–
|
–
|
|
|
403
|
Theory Financial
Fort Collins,
Colorado
|
$884K
|
+$854K
|
+29,759
|
New
|
|
|
404
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$883K
|
+$853K
|
+29,729
|
New
|
|
|
405
|
Silver Oak Securities
Jackson,
Tennessee
|
$872K
|
+$574K
|
+20,002
|
+213%
|
|
|
406
|
NorthRock Partners
Minneapolis,
Minnesota
|
$863K
|
+$43.4K
|
+1,511
|
+5%
|
|
|
407
|
Wallace Advisory Group
Lafayette,
California
|
$860K
|
+$831K
|
+28,952
|
New
|
|
|
408
|
Seaside Wealth Management
Carlsbad,
California
|
$846K
|
+$40K
|
+1,392
|
+5%
|
|
|
409
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$842K
|
-$17K
|
-592
|
-2%
|
|
|
410
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$840K
|
+$29.3K
|
+1,022
|
+4%
|
|
|
411
|
Professional Financial Advisors
North Platte,
Nebraska
|
$833K
|
-$100K
|
-3,491
|
-11%
|
|
|
412
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$828K
|
-$99.2K
|
-3,458
|
-11%
|
|
|
413
|
Northern Trust
Chicago,
Illinois
|
$827K
|
+$31.5K
|
+1,099
|
+4%
|
|
|
414
|
Howard Wealth Management
Madison,
Connecticut
|
$826K
|
-$11.9K
|
-414
|
-1%
|
|
|
415
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$810K
|
+$5.68K
|
+198
|
+0.7%
|
|
|
416
|
Morling Financial Advisors
Fremont,
California
|
$810K
|
-$1.46K
|
-51
|
-0.2%
|
|
|
417
|
Bensler
Bellevue,
Washington
|
$808K
|
+$37.3K
|
+1,300
|
+5%
|
|
|
418
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$806K
|
–
|
–
|
–
|
|
|
419
|
BCK Partners
Corning,
New York
|
$801K
|
-$368K
|
-12,811
|
-32%
|
|
|
420
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$781K
|
+$755K
|
+26,294
|
New
|
|
|
421
|
Curi RMB Capital
Chicago,
Illinois
|
$779K
|
+$10.8K
|
+377
|
+1%
|
|
|
422
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$777K
|
+$20.4K
|
+711
|
+3%
|
|
|
423
|
Veritable
Wilmington,
Delaware
|
$770K
|
–
|
–
|
–
|
|
|
424
|
Foresight Wealth Management
Draper,
Utah
|
$760K
|
-$3.91M
|
-136,210
|
-84%
|
|
|
425
|
LWM Advisory Services
Plantation,
Florida
|
$759K
|
+$90.6K
|
+3,155
|
+14%
|
|
