|
126
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.19M
|
+$1.17M
|
+32,802
|
New
|
|
|
127
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.16M
|
+$162K
|
+4,546
|
+17%
|
|
|
128
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.16M
|
+$1.14M
|
+31,952
|
New
|
|
|
129
|
Kendall Capital Management
Rockville,
Maryland
|
$1.14M
|
+$197K
|
+5,525
|
+21%
|
|
|
130
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.1M
|
+$47.3K
|
+1,325
|
+5%
|
|
|
131
|
Colonial River Investments
Midlothian,
Virginia
|
$1.04M
|
+$1.02M
|
+28,604
|
New
|
|
|
132
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$999K
|
+$982K
|
+27,489
|
New
|
|
|
133
|
Tocqueville Asset Management
New York
|
$991K
|
–
|
–
|
–
|
|
|
134
|
Carret Asset Management
New York
|
$973K
|
+$31.3K
|
+877
|
+3%
|
|
|
135
|
WhitTier Trust Company
Reno,
Nevada
|
$927K
|
–
|
–
|
–
|
|
|
136
|
Gradient Capital Advisors
San Diego,
California
|
$923K
|
+$22.5K
|
+631
|
+3%
|
|
|
137
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$904K
|
+$28.4K
|
+794
|
+3%
|
|
|
138
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$877K
|
+$74.9K
|
+2,096
|
+10%
|
|
|
139
|
Truist Financial
Charlotte,
North Carolina
|
$851K
|
-$125K
|
-3,489
|
-13%
|
|
|
140
|
Diligent Investors
Redlands,
California
|
$814K
|
-$83.1K
|
-2,326
|
-9%
|
|
|
141
|
Northern Trust
Chicago,
Illinois
|
$804K
|
+$70.5K
|
+1,974
|
+10%
|
|
|
142
|
Latitude Advisors
Vero Beach,
Florida
|
$795K
|
+$781K
|
+21,856
|
New
|
|
|
143
|
Central Trust Company
Jefferson City,
Missouri
|
$755K
|
-$131K
|
-3,658
|
-15%
|
|
|
144
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$748K
|
+$10.8K
|
+302
|
+1%
|
|
|
145
|
Beam Wealth Advisors
Covington,
Louisiana
|
$745K
|
-$2.75K
|
-77
|
-0.4%
|
|
|
146
|
SeaCrest Wealth Management
Purchase,
New York
|
$718K
|
-$87.6K
|
-2,454
|
-11%
|
|
|
147
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$713K
|
-$387K
|
-10,837
|
-36%
|
|
|
148
|
Petix & Botte Financial
La Mesa,
California
|
$678K
|
+$666K
|
+18,649
|
New
|
|
|
149
|
Cerity Partners OCIO
New York
|
$632K
|
+$365K
|
+10,219
|
+143%
|
|
|
150
|
Formidable Asset Management
Cincinnati,
Ohio
|
$618K
|
-$164K
|
-4,600
|
-21%
|
|
