|
126
|
Willow Creek Wealth Management
Sebastopol,
California
|
$411K
|
+$30.7K
|
+1,101
|
+9%
|
|
|
127
|
KEB Asset Management
Springfield,
Illinois
|
$399K
|
–
|
–
|
–
|
|
|
128
|
SYM Financial Corp
Winona Lake,
Indiana
|
$392K
|
–
|
–
|
–
|
|
|
129
|
Hilltop Holdings
Dallas,
Texas
|
$385K
|
+$358K
|
+12,832
|
New
|
|
|
130
|
Warner Financial
Bethesda,
Maryland
|
$371K
|
+$84.5K
|
+3,031
|
+32%
|
|
|
131
|
Asset Dedication LLC
San Francisco,
California
|
$368K
|
+$301K
|
+10,808
|
+742%
|
|
|
132
|
Sensible Money
Scottsdale,
Arizona
|
$368K
|
+$342K
|
+12,264
|
New
|
|
|
133
|
RCS Financial Planning
Annapolis,
Maryland
|
$366K
|
-$10.8K
|
-388
|
-3%
|
|
|
134
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$354K
|
+$330K
|
+11,815
|
New
|
|
|
135
|
Foster Group
West Des Moines,
Iowa
|
$324K
|
+$301K
|
+10,791
|
New
|
|
|
136
|
Americana Partners
Houston,
Texas
|
$319K
|
–
|
–
|
–
|
|
|
137
|
Tortoise Investment Management
White Plains,
New York
|
$301K
|
–
|
–
|
–
|
|
|
138
|
Envestnet Asset Management
Chicago,
Illinois
|
$296K
|
-$469K
|
-16,829
|
-63%
|
|
|
139
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$290K
|
–
|
–
|
–
|
|
|
140
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$271K
|
+$669
|
+24
|
+0.3%
|
|
|
141
|
Kestra Advisory Services
Austin,
Texas
|
$257K
|
-$50.3K
|
-1,802
|
-17%
|
|
|
142
|
ML&R Wealth Management
Austin,
Texas
|
$256K
|
+$238K
|
+8,544
|
New
|
|
|
143
|
Family CFO
Los Altos,
California
|
$254K
|
+$113K
|
+4,042
|
+91%
|
|
|
144
|
SOL Capital Management
Rockville,
Maryland
|
$253K
|
–
|
–
|
–
|
|
|
145
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$220K
|
+$205K
|
+7,345
|
New
|
|
|
146
|
Dopkins Wealth Management
Williamsville,
New York
|
$213K
|
+$198K
|
+7,089
|
New
|
|
|
147
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$209K
|
-$112K
|
-4,030
|
-37%
|
|
|
148
|
Steward Partners Investment Advisory
New York
|
$188K
|
+$2.79K
|
+100
|
+2%
|
|
|
149
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$102K
|
-$72.4K
|
-2,594
|
-43%
|
|
|
150
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$83.8K
|
–
|
–
|
–
|
|
