|
1851
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$1.31M
|
-$17.1K
|
-140
|
-1%
|
|
|
1852
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.3M
|
-$19.5K
|
-160
|
-1%
|
|
|
1853
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.3M
|
+$226K
|
+1,850
|
+21%
|
|
|
1854
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$1.3M
|
+$591K
|
+4,840
|
+81%
|
|
|
1855
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.3M
|
-$166K
|
-1,360
|
-11%
|
|
|
1856
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.3M
|
-$7.32K
|
-60
|
-0.6%
|
|
|
1857
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$1.29M
|
+$323K
|
+2,650
|
+33%
|
|
|
1858
|
Cottage Street Advisors
Marion,
Massachusetts
|
$1.29M
|
+$1.04M
|
+8,530
|
+379%
|
|
|
1859
|
Asahi Life Asset Management
Tokyo,
Japan
|
$1.29M
|
+$599K
|
+4,910
|
+84%
|
|
|
1860
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$1.29M
|
-$4.88K
|
-40
|
-0.4%
|
|
|
1861
|
Caitlin John
Brighton,
Michigan
|
$1.28M
|
+$25.6K
|
+210
|
+2%
|
|
|
1862
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.28M
|
-$8.54K
|
-70
|
-0.6%
|
|
|
1863
|
United Advisor Group
Cincinnati,
Ohio
|
$1.28M
|
+$151K
|
+1,240
|
+13%
|
|
|
1864
|
Neumann Capital Management
Foster City,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
1865
|
Williamson Legacy Group
Carmel,
Indiana
|
$1.28M
|
+$78.1K
|
+640
|
+6%
|
|
|
1866
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$1.28M
|
+$8.54K
|
+70
|
+0.7%
|
|
|
1867
|
Bridges Investment Management
Omaha,
Nebraska
|
$1.28M
|
+$1.06M
|
+8,700
|
+448%
|
|
|
1868
|
Cohen Capital Management
Corte Madera,
California
|
$1.27M
|
–
|
–
|
–
|
|
|
1869
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$1.27M
|
-$576K
|
-4,720
|
-31%
|
|
|
1870
|
New Age Alpha Advisors
Rye,
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
1871
|
CVA Family Office
Denver,
Colorado
|
$1.25M
|
+$12.2K
|
+100
|
+1%
|
|
|
1872
|
McDonald Partners
Cleveland,
Ohio
|
$1.25M
|
–
|
–
|
–
|
|
|
1873
|
Second Half Financial Partners
Sebring,
Florida
|
$1.24M
|
+$92.8K
|
+760
|
+8%
|
|
|
1874
|
First Foundation Advisors
Irvine,
California
|
$1.24M
|
+$222K
|
+1,820
|
+21%
|
|
|
1875
|
Cercano Management
Bellevue,
Washington
|
$1.24M
|
–
|
–
|
–
|
|
