|
101
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$29.4M
|
+$2.69M
|
+105,665
|
+10%
|
|
|
102
|
Curi RMB Capital
Chicago,
Illinois
|
$29.3M
|
-$801K
|
-31,508
|
-3%
|
|
|
103
|
Farther Finance Advisors
San Francisco,
California
|
$29.2M
|
+$6.15M
|
+241,821
|
+26%
|
|
|
104
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29M
|
+$194K
|
+7,616
|
+0.7%
|
|
|
105
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$28.6M
|
-$8.3M
|
-326,240
|
-22%
|
|
|
106
|
Red Tortoise LLC
Atlanta,
Georgia
|
$28.4M
|
+$194K
|
+7,619
|
+0.7%
|
|
|
107
|
Boltwood Capital Management
Walnut Creek,
California
|
$28.4M
|
+$20.4K
|
+801
|
+0.1%
|
|
|
108
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$28.1M
|
+$720K
|
+28,311
|
+3%
|
|
|
109
|
Empirical Wealth Management
Seattle,
Washington
|
$28M
|
-$497K
|
-19,520
|
-2%
|
|
|
110
|
Black Diamond Financial
Towson,
Maryland
|
$27.8M
|
+$927K
|
+36,461
|
+3%
|
|
|
111
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$27.6M
|
+$48K
|
+1,886
|
+0.2%
|
|
|
112
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$27.3M
|
-$1.23M
|
-48,252
|
-4%
|
|
|
113
|
Leavell Investment Management
Mobile,
Alabama
|
$27.3M
|
+$423K
|
+16,639
|
+2%
|
|
|
114
|
Park Avenue Securities
New York
|
$27.2M
|
-$2.04M
|
-80,135
|
-7%
|
|
|
115
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$27.1M
|
+$39.5K
|
+1,553
|
+0.2%
|
|
|
116
|
Naples Global Advisors
Naples,
Florida
|
$27M
|
+$1.29M
|
+50,573
|
+5%
|
|
|
117
|
Riversedge Advisors
Wilmington,
Delaware
|
$27M
|
-$422K
|
-16,608
|
-2%
|
|
|
118
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$26.8M
|
-$1.73M
|
-68,187
|
-6%
|
|
|
119
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$26.6M
|
-$305K
|
-11,983
|
-1%
|
|
|
120
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$26.5M
|
-$1.07M
|
-41,910
|
-4%
|
|
|
121
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$26.4M
|
–
|
–
|
–
|
|
|
122
|
Bush Investment Group
Valdosta,
Georgia
|
$26.2M
|
+$636K
|
+25,009
|
+2%
|
|
|
123
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$26M
|
+$37.1K
|
+1,457
|
+0.1%
|
|
|
124
|
eCIO Inc
Madison,
Wisconsin
|
$25.9M
|
+$6.15M
|
+241,724
|
+30%
|
|
|
125
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$25.2M
|
-$466K
|
-18,330
|
-2%
|
|
