|
201
|
Great Lakes Advisors
Chicago,
Illinois
|
$10M
|
-$954K
|
-24,878
|
-9%
|
|
|
202
|
Belpointe Asset Management
Reno,
Nevada
|
$10M
|
+$733K
|
+19,114
|
+8%
|
|
|
203
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$10M
|
-$130K
|
-3,393
|
-1%
|
|
|
204
|
Matthew Hamilton Rosenberg
|
$9.9M
|
+$458K
|
+11,939
|
+5%
|
|
|
205
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.59M
|
+$158K
|
+4,134
|
+2%
|
|
|
206
|
Tortoise Investment Management
White Plains,
New York
|
$9.38M
|
-$81.8K
|
-2,135
|
-0.9%
|
|
|
207
|
Brown Financial Advisory
Fairhope,
Alabama
|
$9.04M
|
-$331K
|
-8,632
|
-4%
|
|
|
208
|
Grimes & Company
Westborough,
Massachusetts
|
$9M
|
+$97.3K
|
+2,537
|
+1%
|
|
|
209
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$8.9M
|
+$269K
|
+7,022
|
+3%
|
|
|
210
|
Independent Financial Group
San Diego,
California
|
$8.87M
|
+$939K
|
+24,505
|
+13%
|
|
|
211
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$8.87M
|
+$196K
|
+5,110
|
+2%
|
|
|
212
|
Truepoint Inc
Cincinnati,
Ohio
|
$8.76M
|
+$5.39M
|
+140,575
|
+186%
|
|
|
213
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$8.74M
|
+$1.06M
|
+27,768
|
+15%
|
|
|
214
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$8.68M
|
+$267K
|
+6,971
|
+3%
|
|
|
215
|
Partnership Wealth Management
Towson,
Maryland
|
$8.68M
|
+$1.45M
|
+37,857
|
+21%
|
|
|
216
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$8.66M
|
+$1.08M
|
+28,173
|
+15%
|
|
|
217
|
Security Financial Services
Fort Wayne,
Indiana
|
$8.41M
|
-$88.1K
|
-2,298
|
-1%
|
|
|
218
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$8.39M
|
-$4.13M
|
-107,842
|
-34%
|
|
|
219
|
Fidelity Investments
Boston,
Massachusetts
|
$8.35M
|
+$2.03M
|
+52,839
|
+34%
|
|
|
220
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.28M
|
+$401K
|
+10,461
|
+5%
|
|
|
221
|
Mutual Advisors
Omaha,
Nebraska
|
$8.27M
|
+$173K
|
+4,501
|
+2%
|
|
|
222
|
MONECO Advisors
Fairfield,
Connecticut
|
$8.23M
|
+$2.95M
|
+77,030
|
+61%
|
|
|
223
|
Diligent Investors
Redlands,
California
|
$8.14M
|
+$258K
|
+6,722
|
+3%
|
|
|
224
|
Orin Green Financial
San Diego,
California
|
$8.14M
|
-$54.9K
|
-1,432
|
-0.7%
|
|
|
225
|
Empowered Funds
Havertown,
Pennsylvania
|
$8.04M
|
+$507K
|
+13,230
|
+7%
|
|
