|
101
|
B&D White Capital Company
Lakeway,
Texas
|
$2.03M
|
+$2.02M
|
+34,696
|
New
|
|
|
102
|
Greenspring Advisors
Towson,
Maryland
|
$1.99M
|
+$261K
|
+4,477
|
+15%
|
|
|
103
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.92M
|
-$36.5K
|
-627
|
-2%
|
|
|
104
|
EP Wealth Advisors
Torrance,
California
|
$1.91M
|
-$369K
|
-6,327
|
-16%
|
|
|
105
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$1.83M
|
+$1.62M
|
+27,756
|
New
|
|
|
106
|
Libra Wealth
Los Gatos,
California
|
$1.82M
|
+$5.71K
|
+98
|
+0.3%
|
|
|
107
|
Soundmark Wealth Management
Kirkland,
Washington
|
$1.74M
|
-$101K
|
-1,731
|
-5%
|
|
|
108
|
Private Advisor Group
Morristown,
New Jersey
|
$1.72M
|
+$585K
|
+10,031
|
+52%
|
|
|
109
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.6M
|
+$23K
|
+395
|
+1%
|
|
|
110
|
Kraft Asset Management
Nashville,
Tennessee
|
$1.6M
|
-$26.2K
|
-450
|
-2%
|
|
|
111
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$1.6M
|
+$127K
|
+2,187
|
+9%
|
|
|
112
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.6M
|
+$115K
|
+1,974
|
+8%
|
|
|
113
|
Tortoise Investment Management
White Plains,
New York
|
$1.57M
|
-$14.2K
|
-244
|
-0.9%
|
|
|
114
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.56M
|
-$58
|
-1
|
-0%
|
|
|
115
|
Park Avenue Securities
New York
|
$1.51M
|
+$300K
|
+5,150
|
+25%
|
|
|
116
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.5M
|
+$1.5M
|
+25,676
|
New
|
|
|
117
|
Old Mission Capital
Chicago,
Illinois
|
$1.46M
|
+$888K
|
+15,243
|
+156%
|
|
|
118
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.43M
|
+$46.5K
|
+798
|
+3%
|
|
|
119
|
Passive Capital Management
Baltimore,
Maryland
|
$1.38M
|
–
|
–
|
–
|
|
|
120
|
Empire Financial Management Company
New York
|
$1.35M
|
+$1.34M
|
+23,013
|
New
|
|
|
121
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
+$318K
|
+5,459
|
+32%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$1.3M
|
+$196K
|
+3,358
|
+18%
|
|
|
123
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.28M
|
–
|
–
|
–
|
|
|
124
|
WorthPointe
La Jolla,
California
|
$1.26M
|
-$348K
|
-5,962
|
-22%
|
|
|
125
|
Gradient Capital Advisors
San Diego,
California
|
$1.26M
|
-$81.8K
|
-1,403
|
-6%
|
|
