|
101
|
Gradient Capital Advisors
San Diego,
California
|
$1.17M
|
+$426K
|
+17,432
|
+62%
|
|
|
102
|
Truist Financial
Charlotte,
North Carolina
|
$1.13M
|
+$546K
|
+22,331
|
+103%
|
|
|
103
|
Corrigan Financial
Middletown,
Rhode Island
|
$1.1M
|
+$139K
|
+5,698
|
+15%
|
|
|
104
|
Investmark Advisory Group
Shelton,
Connecticut
|
$1.08M
|
+$281K
|
+11,481
|
+38%
|
|
|
105
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.03M
|
+$488K
|
+19,956
|
+100%
|
|
|
106
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$1.02M
|
-$24.4K
|
-996
|
-2%
|
|
|
107
|
Kestra Advisory Services
Austin,
Texas
|
$1.02M
|
+$377K
|
+15,392
|
+64%
|
|
|
108
|
Meritas Wealth Management
Larkspur,
California
|
$995K
|
+$7.17K
|
+293
|
+0.8%
|
|
|
109
|
Schubert & Co
Mckinney,
Texas
|
$985K
|
+$30.8K
|
+1,258
|
+3%
|
|
|
110
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$972K
|
+$89.3K
|
+3,651
|
+11%
|
|
|
111
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$968K
|
+$190K
|
+7,786
|
+26%
|
|
|
112
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$952K
|
+$193K
|
+7,870
|
+27%
|
|
|
113
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$917K
|
+$396K
|
+16,169
|
+83%
|
|
|
114
|
Tortoise Investment Management
White Plains,
New York
|
$868K
|
+$339K
|
+13,864
|
+70%
|
|
|
115
|
Collective Family Office
York,
Pennsylvania
|
$857K
|
+$10K
|
+409
|
+1%
|
|
|
116
|
Liberty Capital Management
Birmingham,
Michigan
|
$839K
|
+$24.6K
|
+1,006
|
+3%
|
|
|
117
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$835K
|
+$51.4K
|
+2,100
|
+7%
|
|
|
118
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$828K
|
+$474K
|
+19,386
|
+151%
|
|
|
119
|
|
$819K
|
-$47.6K
|
-1,944
|
-6%
|
|
|
120
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$801K
|
+$763K
|
+31,180
|
New
|
|
|
121
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$716K
|
+$27.9K
|
+1,142
|
+4%
|
|
|
122
|
Fermata Advisors
Sonoma,
California
|
$708K
|
+$465K
|
+19,025
|
+223%
|
|
|
123
|
Renaissance Technologies
New York
|
$704K
|
-$668K
|
-27,298
|
-50%
|
|
|
124
|
Disciplined Investments
Tulsa,
Oklahoma
|
$654K
|
-$10.5K
|
-429
|
-2%
|
|
|
125
|
Blue Trust Inc
Alpharetta,
Georgia
|
$653K
|
+$641K
|
+26,202
|
New
|
|
