|
101
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$5.68M
|
+$1.26M
|
+25,001
|
+29%
|
|
|
102
|
|
$5.46M
|
+$326K
|
+6,448
|
+6%
|
|
|
103
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5.44M
|
-$59.1K
|
-1,170
|
-1%
|
|
|
104
|
Glenview Trust
Louisville,
Kentucky
|
$5.36M
|
+$4.15M
|
+82,188
|
+346%
|
|
|
105
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$5.27M
|
-$743K
|
-14,698
|
-12%
|
|
|
106
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$5.26M
|
+$2.74M
|
+54,264
|
+109%
|
|
|
107
|
Oxbow Advisors
Austin,
Texas
|
$4.99M
|
-$10.3M
|
-203,140
|
-67%
|
|
|
108
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.97M
|
+$1.66M
|
+32,939
|
+50%
|
|
|
109
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.89M
|
-$789K
|
-15,601
|
-14%
|
|
|
110
|
Hamel Associates
Chatham,
New Jersey
|
$4.86M
|
+$3.63M
|
+71,780
|
+295%
|
|
|
111
|
FWG Holdings
Winter Park,
Florida
|
$4.84M
|
-$403K
|
-7,973
|
-8%
|
|
|
112
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.8M
|
-$128K
|
-2,527
|
-3%
|
|
|
113
|
Littlejohn Financial Services
Roseburg,
Oregon
|
$4.78M
|
-$856K
|
-16,930
|
-15%
|
|
|
114
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4.78M
|
+$4.78M
|
+94,503
|
New
|
|
|
115
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4.7M
|
-$333K
|
-6,594
|
-7%
|
|
|
116
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$4.66M
|
+$377K
|
+7,468
|
+9%
|
|
|
117
|
Meridian Wealth Management
Lexington,
Kentucky
|
$4.62M
|
-$2.81M
|
-55,551
|
-38%
|
|
|
118
|
PFS Partners
Mine Hill,
New Jersey
|
$4.36M
|
+$419K
|
+8,285
|
+11%
|
|
|
119
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.21M
|
+$134K
|
+2,655
|
+3%
|
|
|
120
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.19M
|
-$158K
|
-3,131
|
-4%
|
|
|
121
|
Baring Financial
Bellingham,
Washington
|
$4.19M
|
+$301K
|
+5,957
|
+8%
|
|
|
122
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.08M
|
+$106K
|
+2,097
|
+3%
|
|
|
123
|
Retirement Capital Strategies
San Jose,
California
|
$4.04M
|
-$53.4K
|
-1,056
|
-1%
|
|
|
124
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$3.9M
|
-$34.5M
|
-682,006
|
-90%
|
|
|
125
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$3.84M
|
+$3.84M
|
+75,999
|
New
|
|
