|
1501
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$1.28M
|
+$1.27M
|
+15,684
|
New
|
|
|
1502
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.27M
|
-$29.2K
|
-360
|
-2%
|
|
|
1503
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$1.27M
|
-$1.46K
|
-18
|
-0.1%
|
|
|
1504
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$1.27M
|
+$1.27M
|
+15,648
|
New
|
|
|
1505
|
Williams Jones Wealth Management
New York
|
$1.27M
|
+$242K
|
+2,976
|
+24%
|
|
|
1506
|
Seneschal Advisors
Tacoma,
Washington
|
$1.27M
|
-$122K
|
-1,500
|
-9%
|
|
|
1507
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.27M
|
+$106K
|
+1,302
|
+9%
|
|
|
1508
|
Englebert Financial Advisers
Allentown,
Pennsylvania
|
$1.27M
|
+$1.26M
|
+15,564
|
New
|
|
|
1509
|
Wealthquest
Cincinnati,
Ohio
|
$1.26M
|
+$1.26M
|
+15,546
|
New
|
|
|
1510
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.26M
|
+$4.87K
|
+60
|
+0.4%
|
|
|
1511
|
Soltis Investment Advisors
St. George,
Utah
|
$1.26M
|
-$1.11M
|
-13,674
|
-47%
|
|
|
1512
|
Summit Global Investments
Bountiful,
Utah
|
$1.25M
|
-$7.79K
|
-96
|
-0.6%
|
|
|
1513
|
Horizon Investment Services
Hammond,
Indiana
|
$1.25M
|
+$56K
|
+690
|
+5%
|
|
|
1514
|
Bouchey Financial Group
Troy,
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
1515
|
Linscomb Wealth
Houston,
Texas
|
$1.25M
|
-$194K
|
-2,394
|
-13%
|
|
|
1516
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.25M
|
–
|
–
|
–
|
|
|
1517
|
Bridgewealth Advisory Group
Fresno,
California
|
$1.24M
|
-$120K
|
-1,476
|
-9%
|
|
|
1518
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.24M
|
+$83.3K
|
+1,026
|
+7%
|
|
|
1519
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.24M
|
+$974
|
+12
|
+0.1%
|
|
|
1520
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.22M
|
+$5.84K
|
+72
|
+0.5%
|
|
|
1521
|
Sonoma Private Wealth
Sonoma,
California
|
$1.22M
|
+$71.1K
|
+876
|
+6%
|
|
|
1522
|
Latitude Advisors
Vero Beach,
Florida
|
$1.22M
|
+$76.4K
|
+942
|
+7%
|
|
|
1523
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
$1.22M
|
+$1.21M
|
+14,940
|
New
|
|
|
1524
|
Traction Financial Partners
Encampment,
Wyoming
|
$1.21M
|
–
|
–
|
–
|
|
|
1525
|
Revisor Wealth Management
Akron,
Ohio
|
$1.21M
|
+$853K
|
+10,512
|
+233%
|
|
