|
1076
|
WMS Partners
Towson,
Maryland
|
$2.25M
|
–
|
–
|
–
|
|
|
1077
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.25M
|
+$71.7K
|
+1,068
|
+3%
|
|
|
1078
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$2.25M
|
-$536K
|
-7,974
|
-20%
|
|
|
1079
|
West Financial Advisors
Des Moines,
Iowa
|
$2.24M
|
+$123K
|
+1,830
|
+6%
|
|
|
1080
|
|
$2.24M
|
-$33.9K
|
-504
|
-2%
|
|
|
1081
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$2.24M
|
-$97.5K
|
-1,452
|
-4%
|
|
|
1082
|
PAX Financial Group
San Antonio,
Texas
|
$2.23M
|
+$365K
|
+5,436
|
+20%
|
|
|
1083
|
Principal Financial Group
Des Moines,
Iowa
|
$2.23M
|
+$2.19M
|
+32,616
|
New
|
|
|
1084
|
Occidental Asset Management
Burlingame,
California
|
$2.22M
|
+$510K
|
+7,596
|
+30%
|
|
|
1085
|
Belpointe Asset Management
Reno,
Nevada
|
$2.22M
|
+$73K
|
+1,086
|
+3%
|
|
|
1086
|
Allen Investment Management
New York
|
$2.21M
|
+$1.67M
|
+24,846
|
+331%
|
|
|
1087
|
Lion Street Advisors
Austin,
Texas
|
$2.21M
|
-$225K
|
-3,348
|
-9%
|
|
|
1088
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$2.21M
|
–
|
–
|
–
|
|
|
1089
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.2M
|
+$87.5K
|
+1,302
|
+4%
|
|
|
1090
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$2.19M
|
+$2.15M
|
+32,040
|
New
|
|
|
1091
|
Foguth Wealth Management
Brighton,
Michigan
|
$2.19M
|
+$30.2K
|
+450
|
+1%
|
|
|
1092
|
Journey Advisory Group
Covington,
Kentucky
|
$2.16M
|
–
|
–
|
–
|
|
|
1093
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$2.16M
|
–
|
–
|
–
|
|
|
1094
|
Old National Bancorp
Evansville,
Indiana
|
$2.15M
|
+$906K
|
+13,488
|
+75%
|
|
|
1095
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.15M
|
+$12.1K
|
+180
|
+0.6%
|
|
|
1096
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.14M
|
+$2.1M
|
+31,296
|
New
|
|
|
1097
|
Hickory Asset Management
Concord,
Ohio
|
$2.14M
|
+$2.1M
|
+31,296
|
New
|
|
|
1098
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.14M
|
-$110K
|
-1,638
|
-5%
|
|
|
1099
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$2.13M
|
+$58.8K
|
+876
|
+3%
|
|
|
1100
|
Whittier Trust
South Pasadena,
California
|
$2.13M
|
–
|
–
|
–
|
|
