|
126
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$3.53M
|
-$1.36M
|
-42,848
|
-27%
|
|
|
127
|
Gradient Capital Advisors
San Diego,
California
|
$3.53M
|
+$678K
|
+21,406
|
+23%
|
|
|
128
|
Farther Finance Advisors
San Francisco,
California
|
$3.52M
|
-$146K
|
-4,624
|
-4%
|
|
|
129
|
Disciplined Investors
Waco,
Texas
|
$3.5M
|
+$3.63M
|
+114,527
|
New
|
|
|
130
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$3.48M
|
+$31.7K
|
+1,000
|
+0.9%
|
|
|
131
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.45M
|
-$46.8K
|
-1,479
|
-1%
|
|
|
132
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$3.44M
|
+$3.54M
|
+111,811
|
New
|
|
|
133
|
Aviance Capital Partners
Naples,
Florida
|
$3.42M
|
+$147K
|
+4,631
|
+4%
|
|
|
134
|
Burk Holdings
Tulsa,
Oklahoma
|
$3.41M
|
+$3.51M
|
+110,794
|
New
|
|
|
135
|
Quantum Financial Advisors
El Segundo,
California
|
$3.41M
|
+$949K
|
+29,983
|
+37%
|
|
|
136
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$3.25M
|
+$3.35M
|
+105,731
|
New
|
|
|
137
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$2.98M
|
+$598K
|
+18,874
|
+24%
|
|
|
138
|
|
$2.97M
|
+$836K
|
+26,391
|
+38%
|
|
|
139
|
Aurelius Family Office
Bedford,
New Hampshire
|
$2.9M
|
+$2.98M
|
+94,109
|
New
|
|
|
140
|
LAM Group
Lake Oswego,
Oregon
|
$2.85M
|
+$3.86K
|
+122
|
+0.1%
|
|
|
141
|
Collective Family Office
York,
Pennsylvania
|
$2.79M
|
+$169K
|
+5,328
|
+6%
|
|
|
142
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.74M
|
+$6.33K
|
+200
|
+0.2%
|
|
|
143
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.73M
|
+$800K
|
+25,275
|
+40%
|
|
|
144
|
SC&H Financial Advisors
Sparks,
Maryland
|
$2.7M
|
+$86.2K
|
+2,723
|
+3%
|
|
|
145
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.69M
|
+$2.76M
|
+87,246
|
New
|
|
|
146
|
Dopkins Wealth Management
Williamsville,
New York
|
$2.6M
|
+$2.14M
|
+67,724
|
+402%
|
|
|
147
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.58M
|
+$879K
|
+27,755
|
+49%
|
|
|
148
|
Financial Symmetry
Raleigh,
North Carolina
|
$2.56M
|
-$121K
|
-3,818
|
-4%
|
|
|
149
|
Vannoy Advisory Group
Austin,
Texas
|
$2.52M
|
-$31K
|
-979
|
-1%
|
|
|
150
|
Level Financial Advisors
East Amherst,
New York
|
$2.5M
|
+$328K
|
+10,370
|
+15%
|
|
