|
1701
|
Aspiriant LLC
Los Angeles,
California
|
$1.16M
|
-$245K
|
-2,980
|
-18%
|
|
|
1702
|
Jupiter Wealth Management
Glendale,
Colorado
|
$1.16M
|
–
|
–
|
–
|
|
|
1703
|
Payne Capital Management
New York
|
$1.16M
|
+$797K
|
+9,682
|
+236%
|
|
|
1704
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.15M
|
+$85.9K
|
+1,043
|
+8%
|
|
|
1705
|
Winthrop Capital Management
Carmel,
Indiana
|
$1.15M
|
+$37.7K
|
+458
|
+3%
|
|
|
1706
|
JGP Wealth Management
Bend,
Oregon
|
$1.15M
|
+$93.1K
|
+1,130
|
+10%
|
|
|
1707
|
Natural Investments
Windsor,
California
|
$1.15M
|
-$4.61K
|
-56
|
-0.4%
|
|
|
1708
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.15M
|
+$232K
|
+2,822
|
+26%
|
|
|
1709
|
Boxwood Ventures
Chicago,
Illinois
|
$1.15M
|
–
|
–
|
–
|
|
|
1710
|
United Community Bank
Greenville,
South Carolina
|
$1.15M
|
+$576K
|
+6,994
|
+105%
|
|
|
1711
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.15M
|
-$89.9K
|
-1,092
|
-7%
|
|
|
1712
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.14M
|
-$240K
|
-2,912
|
-18%
|
|
|
1713
|
Chapin Davis
Baltimore,
Maryland
|
$1.14M
|
+$232K
|
+2,822
|
+26%
|
|
|
1714
|
|
$1.14M
|
+$1.12M
|
+13,571
|
New
|
|
|
1715
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.14M
|
-$42.2K
|
-512
|
-4%
|
|
|
1716
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.14M
|
+$115K
|
+1,400
|
+12%
|
|
|
1717
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$1.14M
|
+$4.37K
|
+53
|
+0.4%
|
|
|
1718
|
Diversify Wealth Management
Sandy,
Utah
|
$1.13M
|
-$2M
|
-24,300
|
-64%
|
|
|
1719
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.13M
|
–
|
–
|
–
|
|
|
1720
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.13M
|
+$219K
|
+2,660
|
+25%
|
|
|
1721
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.13M
|
-$184K
|
-2,239
|
-14%
|
|
|
1722
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.13M
|
+$76.1K
|
+924
|
+7%
|
|
|
1723
|
McDonald Partners
Cleveland,
Ohio
|
$1.13M
|
-$106K
|
-1,286
|
-9%
|
|
|
1724
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$1.13M
|
+$41.3K
|
+501
|
+4%
|
|
|
1725
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$1.12M
|
+$45.1K
|
+548
|
+4%
|
|
