|
1851
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$1.81M
|
+$93.6K
|
+120
|
+6%
|
|
|
1852
|
Ballast Advisors
Woodbury,
Minnesota
|
$1.81M
|
+$68.7K
|
+88
|
+4%
|
|
|
1853
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$1.81M
|
-$340K
|
-436
|
-17%
|
|
|
1854
|
OV Management
Minneapolis,
Minnesota
|
$1.81M
|
+$22.6K
|
+29
|
+1%
|
|
|
1855
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.8M
|
-$32K
|
-41
|
-2%
|
|
|
1856
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$1.8M
|
-$145K
|
-186
|
-8%
|
|
|
1857
|
Aspiriant LLC
Los Angeles,
California
|
$1.79M
|
-$169K
|
-217
|
-9%
|
|
|
1858
|
|
$1.79M
|
+$314K
|
+403
|
+24%
|
|
|
1859
|
Fortem Financial Group
Palm Desert,
California
|
$1.79M
|
–
|
–
|
–
|
|
|
1860
|
Dudley Capital Management
Middleburg,
Virginia
|
$1.79M
|
+$39K
|
+50
|
+2%
|
|
|
1861
|
|
$1.79M
|
-$302K
|
-387
|
-16%
|
|
|
1862
|
South Street Advisors
New York
|
$1.78M
|
–
|
–
|
–
|
|
|
1863
|
Sustainable Insight Capital Management
New York
|
$1.78M
|
+$1.4M
|
+1,800
|
+602%
|
|
|
1864
|
Northside Capital Management
Hood River,
Oregon
|
$1.78M
|
-$234K
|
-300
|
-13%
|
|
|
1865
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.78M
|
-$2.34K
|
-3
|
-0.1%
|
|
|
1866
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$1.78M
|
-$7.8K
|
-10
|
-0.5%
|
|
|
1867
|
Convergence Financial
Columbia,
Missouri
|
$1.78M
|
+$1.23M
|
+1,574
|
+304%
|
|
|
1868
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.78M
|
-$46.8K
|
-60
|
-3%
|
|
|
1869
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.77M
|
+$40.6K
|
+52
|
+3%
|
|
|
1870
|
River Street Advisors
Aurora,
Illinois
|
$1.77M
|
-$54.6K
|
-70
|
-3%
|
|
|
1871
|
Rockland Trust
Hanover,
Massachusetts
|
$1.76M
|
-$27.3K
|
-35
|
-2%
|
|
|
1872
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.76M
|
+$329K
|
+422
|
+26%
|
|
|
1873
|
Catalina Capital Group
Torrance,
California
|
$1.76M
|
+$210K
|
+269
|
+15%
|
|
|
1874
|
Sonoma Private Wealth
Sonoma,
California
|
$1.75M
|
-$71K
|
-91
|
-4%
|
|
|
1875
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.75M
|
+$21.8K
|
+28
|
+1%
|
|
