|
126
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.94M
|
-$43.9K
|
-930
|
-2%
|
|
|
127
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.94M
|
+$84.9K
|
+1,800
|
+5%
|
|
|
128
|
M&T Bank
Buffalo,
New York
|
$1.84M
|
-$1.16M
|
-24,587
|
-39%
|
|
|
129
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.82M
|
–
|
–
|
–
|
|
|
130
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.82M
|
–
|
–
|
–
|
|
|
131
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$1.81M
|
+$241K
|
+5,106
|
+15%
|
|
|
132
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.8M
|
+$2.69K
|
+57
|
+0.1%
|
|
|
133
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.79M
|
-$17.2K
|
-365
|
-1%
|
|
|
134
|
Choreo LLC
Rockford,
Illinois
|
$1.79M
|
+$354K
|
+7,516
|
+25%
|
|
|
135
|
One Capital Management
Westlake Village,
California
|
$1.75M
|
-$1.14M
|
-24,247
|
-40%
|
|
|
136
|
Waverly Advisors
Birmingham,
Alabama
|
$1.75M
|
-$70.9K
|
-1,503
|
-4%
|
|
|
137
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.74M
|
-$93.4K
|
-1,981
|
-5%
|
|
|
138
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.69M
|
+$171K
|
+3,623
|
+11%
|
|
|
139
|
Sebold Capital Management
Lisle,
Illinois
|
$1.65M
|
-$209K
|
-4,431
|
-11%
|
|
|
140
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.63M
|
-$427K
|
-9,049
|
-21%
|
|
|
141
|
Parkside Investments
Deerfield,
Illinois
|
$1.62M
|
–
|
–
|
–
|
|
|
142
|
Westside Investment Management
Santa Monica,
California
|
$1.61M
|
+$191K
|
+4,053
|
+13%
|
|
|
143
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.61M
|
-$8.91K
|
-189
|
-0.6%
|
|
|
144
|
FC Advisory
West Chester,
Pennsylvania
|
$1.57M
|
-$94
|
-2
|
-0%
|
|
|
145
|
SageView Advisory Group
Newport Beach,
California
|
$1.57M
|
-$678K
|
-14,386
|
Closed
|
|
|
146
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.56M
|
+$4.38K
|
+93
|
+0.3%
|
|
|
147
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$1.53M
|
-$53.8K
|
-1,141
|
-3%
|
|
|
148
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$1.47M
|
-$107K
|
-2,265
|
-7%
|
|
|
149
|
CNB Bank
Clearfield,
Pennsylvania
|
$1.39M
|
-$212K
|
-4,500
|
-13%
|
|
|
150
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.39M
|
–
|
–
|
–
|
|
