|
451
|
Sequent Planning
Omaha,
Nebraska
|
$848K
|
-$21.5K
|
-77
|
-3%
|
|
|
452
|
CRA Financial Services
Northfield,
New Jersey
|
$844K
|
-$61.7K
|
-221
|
-7%
|
|
|
453
|
First National Bank of Omaha
Omaha,
Nebraska
|
$842K
|
+$813K
|
+2,910
|
New
|
|
|
454
|
Rayburn West Financial Services
Nashville,
Tennessee
|
$840K
|
+$815K
|
+2,918
|
New
|
|
|
455
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$835K
|
–
|
–
|
–
|
|
|
456
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$826K
|
+$10.1K
|
+36
|
+1%
|
|
|
457
|
Dentgroup
Baton Rouge,
Louisiana
|
$824K
|
-$29.6K
|
-106
|
-4%
|
|
|
458
|
Vanguard Group
Malvern,
Pennsylvania
|
$820K
|
-$139K
|
-499
|
-15%
|
|
|
459
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$815K
|
–
|
–
|
–
|
|
|
460
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$811K
|
-$72.9K
|
-261
|
-8%
|
|
|
461
|
Atala Financial
Calabasas,
California
|
$809K
|
–
|
–
|
–
|
|
|
462
|
Athena Investment Management
Orinda,
California
|
$807K
|
+$3.91K
|
+14
|
+0.5%
|
|
|
463
|
Dougherty & Associates
Spring Hill,
Florida
|
$795K
|
+$772K
|
+2,763
|
New
|
|
|
464
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$794K
|
-$26.8K
|
-96
|
-3%
|
|
|
465
|
Gradient Capital Advisors
San Diego,
California
|
$793K
|
+$19K
|
+68
|
+3%
|
|
|
466
|
Koshinski Asset Management
Decatur,
Illinois
|
$785K
|
+$134K
|
+478
|
+21%
|
|
|
467
|
Belpointe Asset Management
Reno,
Nevada
|
$784K
|
–
|
–
|
–
|
|
|
468
|
Bluebird Wealth Management
Medfield,
Massachusetts
|
$777K
|
+$754K
|
+2,700
|
New
|
|
|
469
|
Marathon Wealth Advisors
Boston,
Massachusetts
|
$771K
|
+$748K
|
+2,679
|
New
|
|
|
470
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$771K
|
–
|
–
|
–
|
|
|
471
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$769K
|
-$352K
|
-1,260
|
-32%
|
|
|
472
|
Charles Schwab
San Francisco,
California
|
$764K
|
-$12.6K
|
-45
|
-2%
|
|
|
473
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$764K
|
+$741K
|
+2,653
|
New
|
|
|
474
|
Ashton Thomas Securities
Rochester,
New York
|
$764K
|
–
|
–
|
–
|
|
|
475
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$763K
|
-$13.4K
|
-48
|
-2%
|
|
