|
126
|
Seneca Financial Advisors
Rochester,
New York
|
$5.14M
|
+$231K
|
+9,528
|
+5%
|
|
|
127
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.91M
|
+$246K
|
+10,173
|
+5%
|
|
|
128
|
Successful Portfolios
Clearwater,
Florida
|
$4.89M
|
-$200K
|
-8,250
|
-4%
|
|
|
129
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.84M
|
+$4.27M
|
+176,362
|
+712%
|
|
|
130
|
Atria Wealth Solutions
New York
|
$4.79M
|
+$2.77M
|
+114,385
|
+135%
|
|
|
131
|
Pasadena Private Wealth
Pasadena,
California
|
$4.71M
|
+$3.14M
|
+129,576
|
+196%
|
|
|
132
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$4.66M
|
+$58.4K
|
+2,412
|
+1%
|
|
|
133
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$4.66M
|
-$214K
|
-8,851
|
-4%
|
|
|
134
|
Hamilton Capital
Columbus,
Ohio
|
$4.63M
|
-$4.47M
|
-184,776
|
-49%
|
|
|
135
|
Red Tortoise LLC
Atlanta,
Georgia
|
$4.54M
|
+$106K
|
+4,374
|
+2%
|
|
|
136
|
Focus Financial Network
Minneapolis,
Minnesota
|
$4.52M
|
+$306K
|
+12,627
|
+7%
|
|
|
137
|
Harrington Investments
Napa,
California
|
$4.42M
|
-$66.4K
|
-2,741
|
-1%
|
|
|
138
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$4.34M
|
-$700K
|
-28,926
|
-14%
|
|
|
139
|
OneAscent Family Office
Birmingham,
Alabama
|
$4.33M
|
+$4.35M
|
+179,776
|
New
|
|
|
140
|
Act Two Investors
Santa Cruz,
California
|
$4.31M
|
+$4.33M
|
+178,940
|
New
|
|
|
141
|
Commerce Bank
Kansas City,
Missouri
|
$4.21M
|
-$193K
|
-7,950
|
-4%
|
|
|
142
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.12M
|
-$97.2K
|
-4,015
|
-2%
|
|
|
143
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.07M
|
+$108K
|
+4,470
|
+3%
|
|
|
144
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$3.98M
|
-$1.97M
|
-81,219
|
-50%
|
|
|
145
|
WNY Asset Management
Williamsville,
New York
|
$3.95M
|
+$1.66M
|
+68,512
|
+72%
|
|
|
146
|
Hutchinson Capital Management
San Rafael,
California
|
$3.95M
|
-$37.8K
|
-1,559
|
-0.9%
|
|
|
147
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$3.88M
|
-$1.18M
|
-48,894
|
-23%
|
|
|
148
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.75M
|
+$86.8K
|
+3,584
|
+2%
|
|
|
149
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$3.74M
|
+$47.1K
|
+1,947
|
+1%
|
|
|
150
|
Tortoise Investment Management
White Plains,
New York
|
$3.7M
|
-$1.05M
|
-43,366
|
-22%
|
|
