|
151
|
Strategic Financial Partners
Bend,
Oregon
|
$11.5M
|
+$561K
|
+15,677
|
+5%
|
|
|
152
|
Gradient Capital Advisors
San Diego,
California
|
$11.4M
|
+$659K
|
+18,416
|
+6%
|
|
|
153
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$11.2M
|
+$4.31M
|
+120,509
|
+58%
|
|
|
154
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$11.1M
|
+$2.41M
|
+67,276
|
+26%
|
|
|
155
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11M
|
+$5.38M
|
+150,137
|
+87%
|
|
|
156
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$10.8M
|
+$105K
|
+2,944
|
+0.9%
|
|
|
157
|
Vivaldi Capital Management
Chicago,
Illinois
|
$10.8M
|
-$1.06M
|
-29,588
|
-9%
|
|
|
158
|
Probity Advisors
Dallas,
Texas
|
$10.5M
|
+$721K
|
+20,145
|
+7%
|
|
|
159
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.3M
|
-$407K
|
-11,367
|
-4%
|
|
|
160
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.3M
|
-$407K
|
-11,367
|
-4%
|
|
|
161
|
Signet Financial Management
Parsippany,
New Jersey
|
$10.3M
|
+$198K
|
+5,531
|
+2%
|
|
|
162
|
Values Added Financial
Washington,
District of Columbia
|
$10.1M
|
-$191K
|
-5,334
|
-2%
|
|
|
163
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.1M
|
+$45.9K
|
+1,281
|
+0.4%
|
|
|
164
|
Truist Financial
Charlotte,
North Carolina
|
$9.95M
|
+$346K
|
+9,673
|
+3%
|
|
|
165
|
Boltwood Capital Management
Walnut Creek,
California
|
$9.85M
|
+$138K
|
+3,850
|
+1%
|
|
|
166
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$9.67M
|
+$66.8K
|
+1,867
|
+0.7%
|
|
|
167
|
Kestra Advisory Services
Austin,
Texas
|
$9.64M
|
-$23.9M
|
-667,743
|
-70%
|
|
|
168
|
O'Connor Financial Group
Quincy,
Illinois
|
$9.54M
|
+$366K
|
+10,228
|
+4%
|
|
|
169
|
Dorval Corp
Maple Grove,
Minnesota
|
$9.52M
|
+$454K
|
+12,666
|
+5%
|
|
|
170
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$9.51M
|
+$2.65M
|
+73,960
|
+36%
|
|
|
171
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$9.43M
|
–
|
–
|
–
|
|
|
172
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$9.42M
|
-$24.4M
|
-681,493
|
-71%
|
|
|
173
|
Cascade Financial Partners
San Diego,
California
|
$9.4M
|
+$800K
|
+22,331
|
+9%
|
|
|
174
|
Cary Street Partners
Richmond,
Virginia
|
$9.36M
|
+$9.82M
|
+274,152
|
New
|
|
|
175
|
Portside Wealth Group
Provo,
Utah
|
$9.11M
|
+$929K
|
+25,958
|
+11%
|
|
