|
1101
|
JGP Wealth Management
Bend,
Oregon
|
$368K
|
–
|
–
|
–
|
|
|
1102
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$367K
|
+$27.2K
|
+152
|
+8%
|
|
|
1103
|
Aspiriant LLC
Los Angeles,
California
|
$367K
|
+$53.2K
|
+297
|
+16%
|
|
|
1104
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$363K
|
+$403K
|
+2,251
|
New
|
|
|
1105
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$362K
|
+$56.8K
|
+317
|
+18%
|
|
|
1106
|
Klingman & Associates
New York
|
$361K
|
–
|
–
|
–
|
|
|
1107
|
Argentarii
Cincinnati,
Ohio
|
$361K
|
–
|
–
|
–
|
|
|
1108
|
Zhang Financial
Portage,
Michigan
|
$360K
|
+$29.4K
|
+164
|
+8%
|
|
|
1109
|
Univest Financial
Souderton,
Pennsylvania
|
$358K
|
+$3.4K
|
+19
|
+0.9%
|
|
|
1110
|
CPA Asset Management
West Palm Beach,
Florida
|
$355K
|
+$358
|
+2
|
+0.1%
|
|
|
1111
|
ORG Partners
Roanoke,
Indiana
|
$355K
|
-$7.38M
|
-41,214
|
-95%
|
|
|
1112
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$353K
|
+$537
|
+3
|
+0.1%
|
|
|
1113
|
Members Wealth
Media,
Pennsylvania
|
$352K
|
+$368K
|
+2,057
|
New
|
|
|
1114
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$350K
|
+$150K
|
+836
|
+69%
|
|
|
1115
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$349K
|
+$36.9K
|
+206
|
+11%
|
|
|
1116
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$347K
|
–
|
–
|
–
|
|
|
1117
|
Provident Wealth Management
Brentwood,
Tennessee
|
$344K
|
–
|
–
|
–
|
|
|
1118
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$341K
|
+$31.9K
|
+178
|
+10%
|
|
|
1119
|
Hobart Private Capital
Charlotte,
North Carolina
|
$341K
|
–
|
–
|
–
|
|
|
1120
|
Corundum Group
Colorado Springs,
Colorado
|
$341K
|
–
|
–
|
–
|
|
|
1121
|
Whalerock Point Partners
Providence,
Rhode Island
|
$338K
|
–
|
–
|
–
|
|
|
1122
|
One Capital Management
Westlake Village,
California
|
$335K
|
–
|
–
|
–
|
|
|
1123
|
Mosaic Financial Group
Chicago,
Illinois
|
$335K
|
–
|
–
|
–
|
|
|
1124
|
American National Bank & Trust
Wichita Falls,
Texas
|
$335K
|
+$299K
|
+1,669
|
+574%
|
|
|
1125
|
LongView Wealth Management
Atlanta,
Georgia
|
$333K
|
+$61.2K
|
+342
|
+21%
|
|
