|
301
|
Blue Edge Capital
Richmond,
Virginia
|
$1.98M
|
+$649K
|
+6,300
|
+49%
|
|
|
302
|
Advisor OS
Chicago,
Illinois
|
$1.98M
|
+$1.97M
|
+19,103
|
New
|
|
|
303
|
Fermata Advisors
Sonoma,
California
|
$1.98M
|
+$240K
|
+2,329
|
+14%
|
|
|
304
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.96M
|
+$1.85K
|
+18
|
+0.1%
|
|
|
305
|
Heritage Investment Group
Pompano Beach,
Florida
|
$1.96M
|
+$106K
|
+1,027
|
+6%
|
|
|
306
|
Evelyn Partners Investment Management
London,
|
$1.95M
|
–
|
–
|
–
|
|
|
307
|
Amara Financial
San Francisco,
California
|
$1.91M
|
-$952K
|
-9,245
|
-33%
|
|
|
308
|
Hilltop Holdings
Dallas,
Texas
|
$1.91M
|
+$1.35M
|
+13,104
|
+244%
|
|
|
309
|
Choreo LLC
Rockford,
Illinois
|
$1.91M
|
-$157K
|
-1,525
|
-8%
|
|
|
310
|
Whittier Trust
South Pasadena,
California
|
$1.91M
|
+$541K
|
+5,250
|
+40%
|
|
|
311
|
Mendota Financial Group
Madison,
Wisconsin
|
$1.9M
|
+$50K
|
+486
|
+3%
|
|
|
312
|
|
$1.9M
|
+$173K
|
+1,677
|
+10%
|
|
|
313
|
Sharper & Granite
El Segundo,
California
|
$1.89M
|
-$71.1K
|
-691
|
-4%
|
|
|
314
|
21 West Wealth Management
Tustin,
California
|
$1.88M
|
-$72.7K
|
-706
|
-4%
|
|
|
315
|
Virtus Family Office
El Paso,
Texas
|
$1.88M
|
-$433K
|
-4,208
|
-19%
|
|
|
316
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.85M
|
-$276K
|
-2,679
|
-13%
|
|
|
317
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1.82M
|
-$3.74M
|
-36,370
|
-67%
|
|
|
318
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.81M
|
+$14.2K
|
+138
|
+0.8%
|
|
|
319
|
SeedSafe Financial
Austin,
Texas
|
$1.8M
|
+$259K
|
+2,514
|
+17%
|
|
|
320
|
Winter & Associates
St. Paul,
Minnesota
|
$1.79M
|
+$653K
|
+6,343
|
+58%
|
|
|
321
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$1.77M
|
-$49.2K
|
-478
|
-3%
|
|
|
322
|
Guidance Capital
Lousville,
Kentucky
|
$1.74M
|
+$1.37M
|
+13,292
|
+374%
|
|
|
323
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.74M
|
-$1.5M
|
-14,556
|
-46%
|
|
|
324
|
Visionary Horizons
Knoxville,
Tennessee
|
$1.71M
|
+$1.02M
|
+9,936
|
+150%
|
|
|
325
|
McCartney Wealth Management
Clayton,
Missouri
|
$1.7M
|
+$33.3K
|
+323
|
+2%
|
|
