|
651
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$15M
|
+$367K
|
+5,559
|
+2%
|
|
|
652
|
Epacria Capital Partners
Boulder,
Colorado
|
$15M
|
–
|
–
|
–
|
|
|
653
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$15M
|
-$106K
|
-1,605
|
-0.7%
|
|
|
654
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$15M
|
+$240K
|
+3,630
|
+2%
|
|
|
655
|
Eagle Strategies
New York
|
$15M
|
+$790K
|
+11,965
|
+5%
|
|
|
656
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$14.9M
|
-$430K
|
-6,508
|
-3%
|
|
|
657
|
P/E Global LLC
Boston,
Massachusetts
|
$14.9M
|
+$15.3M
|
+232,135
|
New
|
|
|
658
|
InvesTrust
Oklahoma City,
Oklahoma
|
$14.8M
|
+$120K
|
+1,811
|
+0.8%
|
|
|
659
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$14.8M
|
-$234K
|
-3,541
|
-2%
|
|
|
660
|
EJMK Ventures
Itasca,
Illinois
|
$14.8M
|
+$7.28M
|
+110,354
|
+92%
|
|
|
661
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$14.6M
|
-$205K
|
-3,108
|
-1%
|
|
|
662
|
Silvercrest Asset Management
New York
|
$14.4M
|
+$235K
|
+3,563
|
+2%
|
|
|
663
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$14.3M
|
+$14M
|
+211,955
|
+1,914%
|
|
|
664
|
IF Advisors
San Antonio,
Texas
|
$14.3M
|
+$1.77M
|
+26,807
|
+14%
|
|
|
665
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$14.3M
|
–
|
–
|
–
|
|
|
666
|
|
$14.2M
|
+$8.73M
|
+132,262
|
+147%
|
|
|
667
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$14.2M
|
-$998K
|
-15,122
|
-6%
|
|
|
668
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$14.2M
|
-$1.63M
|
-24,768
|
-10%
|
|
|
669
|
Stone Summit Wealth
Miami,
Florida
|
$14.2M
|
+$2.62M
|
+39,683
|
+22%
|
|
|
670
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$14.2M
|
+$443K
|
+6,714
|
+3%
|
|
|
671
|
Clarity Wealth Development
Corvallis,
Oregon
|
$14.1M
|
+$518K
|
+7,844
|
+4%
|
|
|
672
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$14M
|
-$53.3K
|
-807
|
-0.4%
|
|
|
673
|
Meridian Wealth Advisors
Austin,
Texas
|
$14M
|
+$2.09M
|
+31,638
|
+17%
|
|
|
674
|
Fonville Wealth Management
Richmond,
Virginia
|
$13.9M
|
-$11.4K
|
-172
|
-0.1%
|
|
|
675
|
Snowden Capital Advisors
New York
|
$13.9M
|
+$228K
|
+3,462
|
+2%
|
|
