|
126
|
Tortoise Investment Management
White Plains,
New York
|
$5.5M
|
-$57.1K
|
-783
|
-1%
|
|
|
127
|
Newton One Investments
Newark,
Delaware
|
$5.3M
|
-$201K
|
-2,757
|
-4%
|
|
|
128
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.13M
|
+$136K
|
+1,870
|
+3%
|
|
|
129
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$5.07M
|
+$1.07M
|
+14,634
|
+26%
|
|
|
130
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$4.98M
|
+$100K
|
+1,376
|
+2%
|
|
|
131
|
Soltis Investment Advisors
St. George,
Utah
|
$4.85M
|
+$235K
|
+3,218
|
+5%
|
|
|
132
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.85M
|
+$3M
|
+41,097
|
+151%
|
|
|
133
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.8M
|
+$799K
|
+10,966
|
+19%
|
|
|
134
|
Capital Insight Partners
Scottsdale,
Arizona
|
$4.74M
|
+$573K
|
+7,866
|
+13%
|
|
|
135
|
|
$4.68M
|
+$117K
|
+1,606
|
+2%
|
|
|
136
|
Snowden Capital Advisors
New York
|
$4.61M
|
+$218K
|
+2,997
|
+5%
|
|
|
137
|
Creative Planning
Overland Park,
Kansas
|
$4.6M
|
-$1.8M
|
-24,734
|
-28%
|
|
|
138
|
Mercer Global Advisors
Denver,
Colorado
|
$4.56M
|
+$1.47M
|
+20,210
|
+46%
|
|
|
139
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.55M
|
+$1.6K
|
+22
|
+0%
|
|
|
140
|
William Blair & Company
Chicago,
Illinois
|
$4.42M
|
-$8.02K
|
-110
|
-0.2%
|
|
|
141
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.33M
|
-$4.52K
|
-62
|
-0.1%
|
|
|
142
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.27M
|
+$42.1K
|
+577
|
+1%
|
|
|
143
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$4.25M
|
+$87.5K
|
+1,201
|
+2%
|
|
|
144
|
Catalyst Private Wealth
San Mateo,
California
|
$4.21M
|
+$513K
|
+7,043
|
+13%
|
|
|
145
|
Weatherly Asset Management
Del Mar,
California
|
$4.2M
|
+$512K
|
+7,028
|
+13%
|
|
|
146
|
Gries Financial
Cleveland,
Ohio
|
$4.15M
|
+$12.8K
|
+175
|
+0.3%
|
|
|
147
|
Meridian Financial Partners
Warrenton,
Virginia
|
$4.13M
|
-$50K
|
-686
|
-1%
|
|
|
148
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.11M
|
-$84.8K
|
-1,164
|
-2%
|
|
|
149
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$4.07M
|
-$1.5M
|
-20,553
|
-26%
|
|
|
150
|
Naples Global Advisors
Naples,
Florida
|
$4.07M
|
-$144K
|
-1,972
|
-3%
|
|
