|
126
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$3.21M
|
+$247K
|
+4,884
|
+8%
|
|
|
127
|
Plum Street Advisors
New Orleans,
Louisiana
|
$3.09M
|
+$538K
|
+10,640
|
+21%
|
|
|
128
|
Forte Asset Management
Bedford,
New York
|
$3.01M
|
+$91K
|
+1,800
|
+3%
|
|
|
129
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$2.93M
|
+$2.09M
|
+41,324
|
+247%
|
|
|
130
|
TownSquare Capital
Provo,
Utah
|
$2.91M
|
+$312K
|
+6,171
|
+12%
|
|
|
131
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$2.86M
|
–
|
–
|
–
|
|
|
132
|
Bank of Hawaii
Honolulu,
Hawaii
|
$2.85M
|
+$773K
|
+15,294
|
+37%
|
|
|
133
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$2.82M
|
+$2.83M
|
+56,000
|
New
|
|
|
134
|
Peterson Wealth Advisors
Orem,
Utah
|
$2.7M
|
+$411K
|
+8,141
|
+18%
|
|
|
135
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.67M
|
-$927K
|
-18,351
|
-26%
|
|
|
136
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.66M
|
+$64K
|
+1,267
|
+2%
|
|
|
137
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$2.66M
|
-$88.2K
|
-1,745
|
-3%
|
|
|
138
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.65M
|
+$870K
|
+17,210
|
+49%
|
|
|
139
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.62M
|
-$148K
|
-2,920
|
-5%
|
|
|
140
|
Warberg Asset Management
Winnetka,
Illinois
|
$2.62M
|
+$2.62M
|
+51,864
|
New
|
|
|
141
|
Creative Planning
Overland Park,
Kansas
|
$2.6M
|
+$63K
|
+1,246
|
+2%
|
|
|
142
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.6M
|
–
|
–
|
–
|
|
|
143
|
Belpointe Asset Management
Reno,
Nevada
|
$2.6M
|
+$7.18K
|
+142
|
+0.3%
|
|
|
144
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$2.56M
|
-$6.72K
|
-133
|
-0.3%
|
|
|
145
|
Zacks Investment Management
Chicago,
Illinois
|
$2.53M
|
-$35.2K
|
-696
|
-1%
|
|
|
146
|
Michels Family Financial
Fort Worth,
Texas
|
$2.52M
|
+$2.52M
|
+49,961
|
New
|
|
|
147
|
Integral Investment Advisors
Turlock,
California
|
$2.47M
|
+$311K
|
+6,151
|
+14%
|
|
|
148
|
Syon Capital
San Francisco,
California
|
$2.43M
|
+$1.59M
|
+31,409
|
+187%
|
|
|
149
|
TAGStone Capital
Charlotte,
North Carolina
|
$2.37M
|
+$1.67M
|
+33,127
|
+238%
|
|
|
150
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.36M
|
+$145K
|
+2,865
|
+7%
|
|
