|
126
|
Harbour Investments
Madison,
Wisconsin
|
$524K
|
+$537K
|
+22,017
|
New
|
|
|
127
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$519K
|
+$83.3K
|
+3,416
|
+19%
|
|
|
128
|
Matisse Capital
Portland,
Oregon
|
$502K
|
–
|
–
|
–
|
|
|
129
|
Tortoise Investment Management
White Plains,
New York
|
$490K
|
–
|
–
|
–
|
|
|
130
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$485K
|
–
|
–
|
–
|
|
|
131
|
Truist Financial
Charlotte,
North Carolina
|
$469K
|
+$67.9K
|
+2,785
|
+16%
|
|
|
132
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$459K
|
–
|
–
|
–
|
|
|
133
|
Fortis Capital Management
Bellevue,
Washington
|
$437K
|
–
|
–
|
–
|
|
|
134
|
RAM Investment Partners
Bellevue,
Washington
|
$410K
|
+$107K
|
+4,380
|
+34%
|
|
|
135
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$390K
|
–
|
–
|
–
|
|
|
136
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$385K
|
+$66.4K
|
+2,722
|
+20%
|
|
|
137
|
|
$370K
|
+$101K
|
+4,159
|
+36%
|
|
|
138
|
Passive Capital Management
Baltimore,
Maryland
|
$369K
|
–
|
–
|
–
|
|
|
139
|
AlphaCore Capital
La Jolla,
California
|
$356K
|
+$365K
|
+14,965
|
New
|
|
|
140
|
Shearwater Capital
Denver,
Colorado
|
$346K
|
-$1.32K
|
-54
|
-0.4%
|
|
|
141
|
Kestra Advisory Services
Austin,
Texas
|
$336K
|
+$70.4K
|
+2,888
|
+26%
|
|
|
142
|
SC&H Financial Advisors
Sparks,
Maryland
|
$331K
|
+$317
|
+13
|
+0.1%
|
|
|
143
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$328K
|
+$1.39K
|
+57
|
+0.4%
|
|
|
144
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$325K
|
-$34.4K
|
-1,409
|
-9%
|
|
|
145
|
RF&L Wealth Management
Acton,
Massachusetts
|
$317K
|
+$6.83K
|
+280
|
+2%
|
|
|
146
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$315K
|
-$2K
|
-82
|
-0.6%
|
|
|
147
|
Farther Finance Advisors
San Francisco,
California
|
$310K
|
+$3.98K
|
+163
|
+1%
|
|
|
148
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$308K
|
+$10.2K
|
+418
|
+3%
|
|
|
149
|
Osaic Holdings
Scottsdale,
Arizona
|
$297K
|
-$1.32K
|
-54
|
-0.4%
|
|
|
150
|
Disciplined Investments
Tulsa,
Oklahoma
|
$295K
|
+$5.39K
|
+221
|
+2%
|
|
