|
101
|
Laidlaw Wealth Management
New York City,
New York
|
$1.6M
|
+$917K
|
+29,930
|
+135%
|
|
|
102
|
Coastline Trust
Providence,
Rhode Island
|
$1.56M
|
-$623K
|
-20,320
|
-29%
|
|
|
103
|
CVA Family Office
Denver,
Colorado
|
$1.55M
|
+$145K
|
+4,744
|
+10%
|
|
|
104
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$1.51M
|
-$109K
|
-3,555
|
-7%
|
|
|
105
|
True Link Financial Advisors
San Francisco,
California
|
$1.49M
|
+$91.9K
|
+3,000
|
+7%
|
|
|
106
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.44M
|
+$272K
|
+8,867
|
+23%
|
|
|
107
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.38M
|
-$51.8K
|
-1,690
|
-4%
|
|
|
108
|
PFG Advisors
Phoenix,
Arizona
|
$1.33M
|
-$201K
|
-6,557
|
-13%
|
|
|
109
|
Avity Investment Management
Greenwich,
Connecticut
|
$1.31M
|
-$10.7K
|
-350
|
-0.8%
|
|
|
110
|
Rock Point Advisors
Burlington,
Vermont
|
$1.31M
|
+$464K
|
+15,135
|
+55%
|
|
|
111
|
Emerald Advisors
Bellevue,
Washington
|
$1.23M
|
-$14K
|
-458
|
-1%
|
|
|
112
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.23M
|
-$15.3K
|
-500
|
-1%
|
|
|
113
|
Grace Capital
Quincy,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
114
|
Strategic Financial Services
Utica,
New York
|
$1.21M
|
+$15.2K
|
+495
|
+1%
|
|
|
115
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.2M
|
-$43.9K
|
-1,432
|
-4%
|
|
|
116
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.15M
|
-$390K
|
-12,729
|
-25%
|
|
|
117
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$1.15M
|
-$5.51K
|
-180
|
-0.5%
|
|
|
118
|
Adero Partners
Pleasanton,
California
|
$1.15M
|
+$3.98K
|
+130
|
+0.3%
|
|
|
119
|
Belpointe Asset Management
Reno,
Nevada
|
$1.14M
|
-$183K
|
-5,982
|
-14%
|
|
|
120
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.12M
|
-$95K
|
-3,099
|
-8%
|
|
|
121
|
MML Investors Services
Springfield,
Massachusetts
|
$1.1M
|
+$293K
|
+9,549
|
+36%
|
|
|
122
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.1M
|
-$18.1K
|
-590
|
-2%
|
|
|
123
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.08M
|
+$33K
|
+1,078
|
+3%
|
|
|
124
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.08M
|
+$142K
|
+4,641
|
+15%
|
|
|
125
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.07M
|
–
|
–
|
–
|
|
