|
151
|
James Investment Research
Alpha,
Ohio
|
$4.85M
|
-$405K
|
-3,888
|
-8%
|
|
|
152
|
William Blair & Company
Chicago,
Illinois
|
$4.85M
|
-$5.5M
|
-52,889
|
-53%
|
|
|
153
|
Roundview Capital
Princeton,
New Jersey
|
$4.84M
|
+$71.7K
|
+689
|
+2%
|
|
|
154
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.72M
|
-$2.94M
|
-28,265
|
-39%
|
|
|
155
|
|
$4.66M
|
+$4.13M
|
+39,693
|
+825%
|
|
|
156
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$4.65M
|
-$898K
|
-8,629
|
-16%
|
|
|
157
|
Spire Wealth Management
Mclean,
Virginia
|
$4.61M
|
-$2.02M
|
-19,415
|
-31%
|
|
|
158
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$4.52M
|
-$1.49M
|
-14,283
|
-25%
|
|
|
159
|
PDS Planning
Dublin,
Ohio
|
$4.51M
|
-$2.11M
|
-20,273
|
-32%
|
|
|
160
|
Parcion Private Wealth
Bellevue,
Washington
|
$4.49M
|
-$1.35M
|
-12,936
|
-23%
|
|
|
161
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.42M
|
+$104K
|
+1,000
|
+2%
|
|
|
162
|
Oppenheimer & Co
New York
|
$4.4M
|
-$1.43M
|
-13,708
|
-25%
|
|
|
163
|
Kelly Financial Services
Braintree,
Massachusetts
|
$4.31M
|
-$107K
|
-1,024
|
-2%
|
|
|
164
|
New World Advisors
Hingham,
Massachusetts
|
$4.29M
|
+$984K
|
+9,458
|
+30%
|
|
|
165
|
TruWealth Advisors
Metairie,
Louisiana
|
$4.25M
|
+$4.22M
|
+40,556
|
New
|
|
|
166
|
Linscomb Wealth
Houston,
Texas
|
$4.22M
|
+$1.28M
|
+12,286
|
+44%
|
|
|
167
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$4.21M
|
+$551K
|
+5,297
|
+15%
|
|
|
168
|
Collective Family Office
York,
Pennsylvania
|
$4.15M
|
+$4.13M
|
+39,650
|
New
|
|
|
169
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$4.11M
|
+$2.1M
|
+20,164
|
+105%
|
|
|
170
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$4.11M
|
-$1.36M
|
-13,099
|
-25%
|
|
|
171
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$4.08M
|
+$3.68M
|
+35,387
|
+975%
|
|
|
172
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.06M
|
-$8.26M
|
-79,432
|
-67%
|
|
|
173
|
Austin Private Wealth
Austin,
Texas
|
$4.06M
|
+$4.04M
|
+38,813
|
New
|
|
|
174
|
Icon Wealth Partners
Houston,
Texas
|
$3.97M
|
-$17.1K
|
-164
|
-0.4%
|
|
|
175
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$3.96M
|
+$3.94M
|
+37,829
|
New
|
|
