|
2051
|
Counterweight Ventures
Wilmington,
North Carolina
|
$2.2M
|
+$133K
|
+225
|
+6%
|
|
|
2052
|
Aspire Capital Advisors
Seattle,
Washington
|
$2.19M
|
+$591
|
+1
|
+0%
|
|
|
2053
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$2.19M
|
+$36.6K
|
+62
|
+2%
|
|
|
2054
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$2.18M
|
-$437K
|
-740
|
-16%
|
|
|
2055
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.18M
|
-$36K
|
-61
|
-2%
|
|
|
2056
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.18M
|
+$59.6K
|
+101
|
+3%
|
|
|
2057
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$2.18M
|
-$20.1K
|
-34
|
-0.9%
|
|
|
2058
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.17M
|
+$123K
|
+208
|
+6%
|
|
|
2059
|
Seven Post Investment Office
San Francisco,
California
|
$2.17M
|
–
|
–
|
–
|
|
|
2060
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.17M
|
-$401K
|
-679
|
-15%
|
|
|
2061
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$2.17M
|
+$224K
|
+379
|
+11%
|
|
|
2062
|
Continental Investors Services
Longview,
Washington
|
$2.16M
|
-$5.32K
|
-9
|
-0.2%
|
|
|
2063
|
Inspire Advisors
Meridian,
Idaho
|
$2.16M
|
+$229K
|
+388
|
+11%
|
|
|
2064
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$2.15M
|
+$743K
|
+1,259
|
+49%
|
|
|
2065
|
Angeles Wealth Management
Santa Monica,
California
|
$2.15M
|
+$591
|
+1
|
+0%
|
|
|
2066
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$2.15M
|
+$216K
|
+365
|
+11%
|
|
|
2067
|
Envision Financial
Brookfield,
Wisconsin
|
$2.15M
|
–
|
–
|
–
|
|
|
2068
|
United Advisor Group
Cincinnati,
Ohio
|
$2.15M
|
-$139K
|
-236
|
-6%
|
|
|
2069
|
Cadence Bank
Tupelo,
Mississippi
|
$2.15M
|
+$90.3K
|
+153
|
+4%
|
|
|
2070
|
Allie Family Office
Miami,
Florida
|
$2.15M
|
+$352K
|
+596
|
+19%
|
|
|
2071
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$2.15M
|
-$88.6K
|
-150
|
-4%
|
|
|
2072
|
Sunflower Bank
Dallas,
Texas
|
$2.13M
|
+$43.1K
|
+73
|
+2%
|
|
|
2073
|
Denver PWM
Denver,
Colorado
|
$2.13M
|
+$591
|
+1
|
+0%
|
|
|
2074
|
Essex LLC
Deer Park,
Illinois
|
$2.12M
|
-$5.32K
|
-9
|
-0.2%
|
|
|
2075
|
Manchester Capital Management
Manchester,
Vermont
|
$2.12M
|
-$2.61M
|
-4,422
|
-54%
|
|
