|
151
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.36M
|
+$609
|
+21
|
+0%
|
|
|
152
|
Burton Enright Welch
Walnut Creek,
California
|
$1.34M
|
+$360K
|
+12,408
|
+36%
|
|
|
153
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.33M
|
+$44.3K
|
+1,526
|
+3%
|
|
|
154
|
Investmark Advisory Group
Shelton,
Connecticut
|
$1.32M
|
-$20.3K
|
-701
|
-2%
|
|
|
155
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.31M
|
–
|
–
|
–
|
|
|
156
|
Sandy Spring Bank
Olney,
Maryland
|
$1.3M
|
+$476K
|
+16,407
|
+57%
|
|
|
157
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.29M
|
-$33.5K
|
-1,153
|
-3%
|
|
|
158
|
|
$1.27M
|
-$2.91M
|
-100,369
|
-70%
|
|
|
159
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.25M
|
+$477K
|
+16,446
|
+61%
|
|
|
160
|
Schubert & Co
Mckinney,
Texas
|
$1.23M
|
–
|
–
|
–
|
|
|
161
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.21M
|
+$318K
|
+10,967
|
+35%
|
|
|
162
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.21M
|
-$10.2K
|
-351
|
-0.8%
|
|
|
163
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.14M
|
+$1.15M
|
+39,672
|
New
|
|
|
164
|
HFG Advisors
Cincinatti,
Ohio
|
$1.12M
|
+$55.8K
|
+1,922
|
+5%
|
|
|
165
|
Meritas Wealth Management
Larkspur,
California
|
$1.07M
|
+$2.67K
|
+92
|
+0.2%
|
|
|
166
|
MAI Capital Management
Independence,
Ohio
|
$1.01M
|
+$231K
|
+7,952
|
+29%
|
|
|
167
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$951K
|
-$65.1K
|
-2,244
|
-6%
|
|
|
168
|
Mutual Advisors
Omaha,
Nebraska
|
$940K
|
+$141K
|
+4,844
|
+19%
|
|
|
169
|
Miller Equity Capital Advisors
Irving,
Texas
|
$940K
|
+$475K
|
+16,355
|
+100%
|
|
|
170
|
Lazari Capital Management
Woodland Hills,
California
|
$924K
|
+$931K
|
+32,088
|
New
|
|
|
171
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$899K
|
-$78K
|
-2,687
|
-8%
|
|
|
172
|
Fortis Capital Management
Bellevue,
Washington
|
$894K
|
+$3.6K
|
+124
|
+0.4%
|
|
|
173
|
Capital Planning
Bellevue,
Washington
|
$894K
|
+$25.3K
|
+873
|
+3%
|
|
|
174
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$872K
|
-$78.2K
|
-2,695
|
-8%
|
|
|
175
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$872K
|
+$125K
|
+4,318
|
+17%
|
|
