|
1101
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$1.25M
|
+$32.2K
|
+131
|
+3%
|
|
|
1102
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.24M
|
+$951K
|
+3,863
|
+297%
|
|
|
1103
|
Patron Partners
Houston,
Texas
|
$1.24M
|
+$158K
|
+642
|
+14%
|
|
|
1104
|
First Business Financial Services
Madison,
Wisconsin
|
$1.23M
|
–
|
–
|
–
|
|
|
1105
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
1106
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.23M
|
+$3.94K
|
+16
|
+0.3%
|
|
|
1107
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$1.23M
|
+$50.7K
|
+206
|
+4%
|
|
|
1108
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
1109
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.22M
|
-$81.2K
|
-330
|
-6%
|
|
|
1110
|
Strategic Financial Partners
Bend,
Oregon
|
$1.22M
|
+$31.7K
|
+129
|
+3%
|
|
|
1111
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.22M
|
-$13K
|
-53
|
-1%
|
|
|
1112
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.22M
|
+$738
|
+3
|
+0.1%
|
|
|
1113
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.21M
|
–
|
–
|
–
|
|
|
1114
|
Revisor Wealth Management
Akron,
Ohio
|
$1.21M
|
-$132K
|
-538
|
-10%
|
|
|
1115
|
|
$1.21M
|
-$166K
|
-674
|
-12%
|
|
|
1116
|
Moneywise Inc
Forest,
Virginia
|
$1.2M
|
-$49.5K
|
-201
|
-4%
|
|
|
1117
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.2M
|
+$1.23M
|
+5,006
|
New
|
|
|
1118
|
Park National Corp
Newark,
Ohio
|
$1.2M
|
+$28.5K
|
+116
|
+2%
|
|
|
1119
|
Elser Financial Planning
Indianapolis,
Indiana
|
$1.2M
|
–
|
–
|
–
|
|
|
1120
|
The Family Firm
Bethesda,
Maryland
|
$1.2M
|
-$55.9K
|
-227
|
-4%
|
|
|
1121
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
-$5.17M
|
-21,004
|
-81%
|
|
|
1122
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.19M
|
+$246
|
+1
|
+0%
|
|
|
1123
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.19M
|
+$198K
|
+806
|
+19%
|
|
|
1124
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.19M
|
-$66.2K
|
-269
|
-5%
|
|
|
1125
|
Journey Advisory Group
Covington,
Kentucky
|
$1.18M
|
–
|
–
|
–
|
|
