|
1851
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$327K
|
+$36.5K
|
+183
|
+12%
|
|
|
1852
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$326K
|
–
|
–
|
–
|
|
|
1853
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$326K
|
–
|
–
|
–
|
|
|
1854
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$326K
|
-$20.4K
|
-102
|
-6%
|
|
|
1855
|
Optivise Advisory Services
Franklin,
Tennessee
|
$326K
|
+$20.6K
|
+103
|
+7%
|
|
|
1856
|
West Branch Capital
Amherst,
Massachusetts
|
$326K
|
–
|
–
|
–
|
|
|
1857
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$326K
|
-$6.79K
|
-34
|
-2%
|
|
|
1858
|
GatePass Capital
Independence,
Ohio
|
$324K
|
+$330K
|
+1,655
|
New
|
|
|
1859
|
Sather Financial Group
Victoria,
Texas
|
$323K
|
+$98.8K
|
+495
|
+43%
|
|
|
1860
|
Stockman Wealth Management
Billings,
Montana
|
$323K
|
+$14.8K
|
+74
|
+5%
|
|
|
1861
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$321K
|
+$2.2K
|
+11
|
+0.7%
|
|
|
1862
|
Meeder Advisory Services
Dublin,
Ohio
|
$320K
|
-$37.3K
|
-187
|
-10%
|
|
|
1863
|
Journey Strategic Wealth
Summit,
New Jersey
|
$320K
|
+$27.6K
|
+138
|
+9%
|
|
|
1864
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$318K
|
-$28.2K
|
-141
|
-8%
|
|
|
1865
|
Lakeside Advisors
Seattle,
Washington
|
$318K
|
–
|
–
|
–
|
|
|
1866
|
Whitney & Co
Rochester,
New York
|
$318K
|
+$1.8K
|
+9
|
+0.6%
|
|
|
1867
|
Lake Hills Wealth Management
Austin,
Texas
|
$318K
|
–
|
–
|
–
|
|
|
1868
|
Diversified Enterprises
Wilmington,
Delaware
|
$318K
|
+$324K
|
+1,622
|
New
|
|
|
1869
|
My Personal CFO LLC
Vancouver,
Washington
|
$317K
|
+$200
|
+1
|
+0.1%
|
|
|
1870
|
Shum Financial Group
Alameda,
California
|
$317K
|
+$7.59K
|
+38
|
+2%
|
|
|
1871
|
GAMMA Investing
Foster City,
California
|
$317K
|
–
|
–
|
–
|
|
|
1872
|
Glassman Wealth Services
Vienna,
Virginia
|
$316K
|
–
|
–
|
–
|
|
|
1873
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$314K
|
–
|
–
|
–
|
|
|
1874
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$314K
|
–
|
–
|
–
|
|
|
1875
|
SpringVest Wealth Management
Dallas,
Texas
|
$313K
|
+$319K
|
+1,600
|
New
|
|
