351
Dorato Capital Management
Denver,
Colorado
$150M
+$2.69M
+2%
1.67%
–
258
3.1%
2.9
352
Elm3 Financial Group
Alpharetta,
Georgia
$150M
+$3.93M
+3%
0.19%
–
162
24.07%
4
353
Camelot Technology Advisors
San Francisco,
California
$150M
+$880K
+0.6%
1.57%
71%
64
7.81%
8.7
354
Cassilly Financial Group
Severna Park,
Maryland
$149M
+$11.1M
+8%
0.24%
–
83
15.66%
2.3
355
Gilpin Wealth Management
Denver,
Colorado
$148M
+$3.22M
+2%
1.43%
–
1,484
32.48%
1.9
356
Green Alpha Advisors
Niwot,
Colorado
$148M
-$1.44M
-1%
7.35%
316%
120
14.17%
14.6
357
Post Resch Tallon Group
Pittsford,
New York
$146M
+$1.07M
+0.7%
0.71%
–
151
17.22%
4.7
358
Delta Wealth Advisors
Indianapolis,
Indiana
$146M
+$5.6M
+4%
0.51%
–
48
4.17%
7.1
359
Platt Investment Counsel
Lake Mary,
Florida
$145M
-$3.96M
-3%
1.93%
62.9%
15
6.67%
11
360
Lawood & Co
Williamsport,
Pennsylvania
$145M
-$3.1M
-2%
0.5%
–
97
5.15%
2.8
361
New Covenant Trust Company
Jeffersonville,
Indiana
$144M
+$11.8M
+9%
2.38%
–
115
10.43%
6.9
362
Sacks & Associates
Warren,
New Jersey
$143M
-$4.99M
-3%
0.31%
–
83
8.43%
2.7
363
Mallini Complete Financial Planning
Gainesville,
Florida
$143M
+$2.5M
+2%
1.23%
–
73
4.11%
5.1
364
Magnolia Capital Management
Cold Spring,
New York
$141M
-$3.67M
-3%
1.26%
85.9%
75
5.33%
18.8
365
Rhodes Investment Advisors
Fort Worth,
Texas
$141M
+$5.11M
+4%
4%
–
141
21.99%
2.4
366
Partnership Wealth Management
Towson,
Maryland
$140M
-$7.78M
-5%
1.26%
67.6%
69
5.8%
9.7
367
Journey Retirement Planning & Investment Management
Ammon,
Idaho
$140M
+$11.3M
+9%
4.21%
–
181
20.99%
2.2
368
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
$139M
-$3.83M
-3%
1.35%
39.7%
66
13.64%
11.5
369
Athena Wealth Management
Reno,
Nevada
$139M
+$4.83M
+4%
3.85%
–
113
16.81%
2.3
370
MFG Wealth Management
Indianapolis,
Indiana
$138M
-$2.09M
-1%
1.65%
–
69
18.84%
4.2
371
Box Hill Private Wealth
Scottsdale,
Arizona
$138M
+$12.9M
+10%
1.57%
–
79
20.25%
2.2
372
Aventus Investment Advisors
Naples,
Florida
$137M
+$377K
+0.3%
0.96%
–
181
17.68%
3.7
373
Koenig Investment Advisory
Ashland,
Oregon
$137M
+$7.85M
+6%
2.68%
–
38
2.63%
2.8
374
Roan Capital Partners
Johnson City,
Tennessee
$137M
+$16M
+13%
0.54%
–
81
7.41%
1.8
375
LWM Advisors
El Dorado Hills,
California
$132M
-$1.63M
-1%
0.87%
–
40
20%
4.8