|
101
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.7M
|
-$1.44M
|
-51,186
|
-46%
|
|
|
102
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.67M
|
+$1.68M
|
+59,550
|
New
|
|
|
103
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.66M
|
–
|
–
|
–
|
|
|
104
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.66M
|
+$394K
|
+13,990
|
+31%
|
|
|
105
|
First Merchants Corp
Muncie,
Indiana
|
$1.64M
|
-$377K
|
-13,400
|
-19%
|
|
|
106
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.62M
|
-$40.1K
|
-1,426
|
-2%
|
|
|
107
|
Financial & Tax Architects
St Louis,
Missouri
|
$1.58M
|
-$184K
|
-6,548
|
-10%
|
|
|
108
|
Tortoise Investment Management
White Plains,
New York
|
$1.58M
|
+$349K
|
+12,400
|
+28%
|
|
|
109
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.53M
|
+$570K
|
+20,248
|
+59%
|
|
|
110
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.51M
|
+$135K
|
+4,808
|
+10%
|
|
|
111
|
Waverly Advisors
Birmingham,
Alabama
|
$1.51M
|
-$10.1K
|
-360
|
-0.6%
|
|
|
112
|
Tran Capital Management
San Rafael,
California
|
$1.5M
|
+$7.71K
|
+274
|
+0.5%
|
|
|
113
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.48M
|
-$92.5K
|
-3,288
|
-6%
|
|
|
114
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.46M
|
+$1.46M
|
+51,830
|
New
|
|
|
115
|
Mercer Global Advisors
Denver,
Colorado
|
$1.4M
|
-$118K
|
-4,190
|
-8%
|
|
|
116
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.4M
|
-$29.7K
|
-1,054
|
-2%
|
|
|
117
|
Insight 2811 Inc
Chicago,
Illinois
|
$1.36M
|
-$42.2M
|
-1,500,200
|
-97%
|
|
|
118
|
Capital One Financial
Mclean,
Virginia
|
$1.31M
|
+$819K
|
+29,116
|
+165%
|
|
|
119
|
Rede Wealth
Charlottesville,
Virginia
|
$1.26M
|
-$481K
|
-17,104
|
-28%
|
|
|
120
|
HB Wealth Management
Atlanta,
Georgia
|
$1.24M
|
+$1.25M
|
+44,258
|
New
|
|
|
121
|
RFG Advisory
Birmingham,
Alabama
|
$1.24M
|
+$1.24M
|
+44,164
|
New
|
|
|
122
|
Successful Portfolios
Clearwater,
Florida
|
$1.14M
|
-$82.1K
|
-2,918
|
-7%
|
|
|
123
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.13M
|
+$46.5K
|
+1,654
|
+4%
|
|
|
124
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.09M
|
+$67.5K
|
+2,398
|
+7%
|
|
|
125
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.09M
|
+$1.09M
|
+38,820
|
New
|
|
