|
1851
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$1.43M
|
+$100K
|
+1,365
|
+8%
|
|
|
1852
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$1.43M
|
–
|
–
|
–
|
|
|
1853
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$1.43M
|
-$21.2K
|
-288
|
-2%
|
|
|
1854
|
D'Orazio & Associates
Falls Church,
Virginia
|
$1.42M
|
-$24.2K
|
-329
|
-2%
|
|
|
1855
|
Merriman Wealth Management
Seattle,
Washington
|
$1.41M
|
+$6.9K
|
+94
|
+0.5%
|
|
|
1856
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.41M
|
+$63.6K
|
+866
|
+5%
|
|
|
1857
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$1.41M
|
+$367
|
+5
|
+0%
|
|
|
1858
|
Lavaca Capital
Houston,
Texas
|
$1.4M
|
-$249K
|
-3,394
|
-16%
|
|
|
1859
|
Savoie Capital
Chicago,
Illinois
|
$1.4M
|
–
|
–
|
–
|
|
|
1860
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$1.4M
|
-$188K
|
-2,563
|
-13%
|
|
|
1861
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.4M
|
–
|
–
|
–
|
|
|
1862
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$1.4M
|
-$3.21M
|
-43,729
|
-72%
|
|
|
1863
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$1.4M
|
+$236K
|
+3,208
|
+23%
|
|
|
1864
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$1.4M
|
+$150K
|
+2,043
|
+13%
|
|
|
1865
|
Austin Private Wealth
Austin,
Texas
|
$1.4M
|
+$61.9K
|
+843
|
+5%
|
|
|
1866
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$1.39M
|
-$337K
|
-4,588
|
-21%
|
|
|
1867
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$1.39M
|
-$5.29K
|
-72
|
-0.4%
|
|
|
1868
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.39M
|
+$20.6K
|
+281
|
+2%
|
|
|
1869
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$1.39M
|
+$1.91K
|
+26
|
+0.2%
|
|
|
1870
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$1.38M
|
–
|
–
|
–
|
|
|
1871
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$1.38M
|
+$7.86K
|
+107
|
+0.6%
|
|
|
1872
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.38M
|
+$82.6K
|
+1,125
|
+7%
|
|
|
1873
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$1.38M
|
+$12.9K
|
+176
|
+1%
|
|
|
1874
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.38M
|
-$36.9K
|
-502
|
-3%
|
|
|
1875
|
Sunpointe
St. Louis,
Missouri
|
$1.37M
|
+$280K
|
+3,811
|
+29%
|
|
