|
126
|
Gradient Capital Advisors
San Diego,
California
|
$1.6M
|
-$116K
|
-4,475
|
-8%
|
|
|
127
|
Dopkins Wealth Management
Williamsville,
New York
|
$1.54M
|
+$1.38M
|
+53,015
|
New
|
|
|
128
|
Collective Family Office
York,
Pennsylvania
|
$1.44M
|
+$112K
|
+4,318
|
+10%
|
|
|
129
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$1.41M
|
+$291K
|
+11,201
|
+30%
|
|
|
130
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.37M
|
+$76.2K
|
+2,936
|
+7%
|
|
|
131
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$1.37M
|
+$237K
|
+9,152
|
+24%
|
|
|
132
|
Fermata Advisors
Sonoma,
California
|
$1.33M
|
+$290K
|
+11,186
|
+32%
|
|
|
133
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.32M
|
+$44.1K
|
+1,700
|
+4%
|
|
|
134
|
Investmark Advisory Group
Shelton,
Connecticut
|
$1.32M
|
+$86.5K
|
+3,333
|
+8%
|
|
|
135
|
|
$1.31M
|
+$137K
|
+5,276
|
+13%
|
|
|
136
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.27M
|
+$76.9K
|
+2,965
|
+7%
|
|
|
137
|
Tortoise Investment Management
White Plains,
New York
|
$1.25M
|
+$204K
|
+7,860
|
+22%
|
|
|
138
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.24M
|
-$17.9K
|
-688
|
-2%
|
|
|
139
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.24M
|
+$1.1M
|
+42,420
|
New
|
|
|
140
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.2M
|
-$331K
|
-12,761
|
-24%
|
|
|
141
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.14M
|
+$1.01M
|
+39,052
|
New
|
|
|
142
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$1.14M
|
+$1.01M
|
+38,996
|
New
|
|
|
143
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$422K
|
+16,265
|
+73%
|
|
|
144
|
Schubert & Co
Mckinney,
Texas
|
$1.12M
|
-$11.9K
|
-460
|
-1%
|
|
|
145
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.11M
|
+$702K
|
+27,070
|
+244%
|
|
|
146
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.09M
|
+$506K
|
+19,500
|
+109%
|
|
|
147
|
Meritas Wealth Management
Larkspur,
California
|
$1.09M
|
-$38.7K
|
-1,490
|
-4%
|
|
|
148
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$1.07M
|
-$46.9K
|
-1,806
|
-5%
|
|
|
149
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.04M
|
+$309K
|
+11,917
|
+41%
|
|
|
150
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$1.04M
|
-$86.8K
|
-3,346
|
-9%
|
|
