|
1701
|
Sequent Planning
Omaha,
Nebraska
|
$820K
|
+$53.8K
|
+1,005
|
+8%
|
|
|
1702
|
TriaGen Wealth Management
Calabasas,
California
|
$818K
|
+$769K
|
+14,353
|
New
|
|
|
1703
|
Boston Trust Walden
Boston,
Massachusetts
|
$818K
|
-$39K
|
-729
|
-5%
|
|
|
1704
|
Modus Advisors
Excelsior,
Minnesota
|
$818K
|
+$911
|
+17
|
+0.1%
|
|
|
1705
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$818K
|
-$51.4K
|
-959
|
-6%
|
|
|
1706
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$817K
|
-$5.36K
|
-100
|
-0.7%
|
|
|
1707
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$815K
|
+$218K
|
+4,066
|
+40%
|
|
|
1708
|
McDonald Partners
Cleveland,
Ohio
|
$812K
|
+$763K
|
+14,249
|
New
|
|
|
1709
|
SNS Financial Group
Minneapolis,
Minnesota
|
$810K
|
-$37.7K
|
-704
|
-5%
|
|
|
1710
|
First Merchants Corp
Muncie,
Indiana
|
$805K
|
+$38.9K
|
+727
|
+5%
|
|
|
1711
|
BigSur Wealth Management
Miami,
Florida
|
$804K
|
–
|
–
|
–
|
|
|
1712
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$804K
|
-$284K
|
-5,298
|
-27%
|
|
|
1713
|
Northstar Advisory Group
Northfield,
New Jersey
|
$799K
|
-$21.7K
|
-406
|
-3%
|
|
|
1714
|
Sage Rhino Capital
Menlo Park,
California
|
$798K
|
+$24.8K
|
+463
|
+3%
|
|
|
1715
|
Lake Street Private Wealth
Chicago,
Illinois
|
$795K
|
-$92.7K
|
-1,731
|
-11%
|
|
|
1716
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$793K
|
-$6.37K
|
-119
|
-0.8%
|
|
|
1717
|
Sonoma Private Wealth
Sonoma,
California
|
$792K
|
–
|
–
|
–
|
|
|
1718
|
Latitude Advisors
Vero Beach,
Florida
|
$791K
|
+$31K
|
+579
|
+4%
|
|
|
1719
|
Clarendon Private
Boston,
Massachusetts
|
$791K
|
+$15.4K
|
+288
|
+2%
|
|
|
1720
|
Financial & Tax Architects
St Louis,
Missouri
|
$787K
|
+$182K
|
+3,395
|
+33%
|
|
|
1721
|
Northeast Financial Consultants
Westport,
Connecticut
|
$786K
|
–
|
–
|
–
|
|
|
1722
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$781K
|
+$397K
|
+7,407
|
+118%
|
|
|
1723
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$778K
|
-$42.2K
|
-788
|
-5%
|
|
|
1724
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$777K
|
+$20.7K
|
+386
|
+3%
|
|
|
1725
|
Petix & Botte Financial
La Mesa,
California
|
$773K
|
-$99.6K
|
-1,860
|
-12%
|
|
