|
126
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$13.8M
|
-$240K
|
-4,159
|
-2%
|
|
|
127
|
Delta Investment Management
San Francisco,
California
|
$13.6M
|
+$3.43M
|
+59,430
|
+34%
|
|
|
128
|
EPG Wealth Management
Atlanta,
Georgia
|
$13.4M
|
+$416K
|
+7,207
|
+3%
|
|
|
129
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$12.4M
|
+$12.4M
|
+213,972
|
New
|
|
|
130
|
Shah Capital Management
Raleigh,
North Carolina
|
$12.1M
|
+$578K
|
+10,000
|
+5%
|
|
|
131
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$11.9M
|
-$4.85M
|
-84,024
|
-29%
|
|
|
132
|
Strategic Financial Services
Utica,
New York
|
$11.8M
|
-$568K
|
-9,837
|
-5%
|
|
|
133
|
AssetMark Inc
Concord,
California
|
$11.8M
|
-$163M
|
-2,821,873
|
-93%
|
|
|
134
|
ETF Portfolio Partners
Leawood,
Kansas
|
$11.8M
|
-$378K
|
-6,551
|
-3%
|
|
|
135
|
Bank of New York Mellon
New York
|
$11.7M
|
+$3.36M
|
+58,207
|
+41%
|
|
|
136
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$11.6M
|
+$4.21M
|
+72,811
|
+57%
|
|
|
137
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$11.4M
|
-$1.31M
|
-22,677
|
-10%
|
|
|
138
|
Human Investing
Lake Oswego,
Oregon
|
$11.4M
|
-$2.71M
|
-46,975
|
-19%
|
|
|
139
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.3M
|
-$3.83M
|
-66,272
|
-25%
|
|
|
140
|
Echo45 Advisors
Walnut Creek,
California
|
$11.2M
|
+$289K
|
+4,998
|
+3%
|
|
|
141
|
Unison Advisors
Washington,
District of Columbia
|
$11M
|
+$5.46M
|
+94,579
|
+98%
|
|
|
142
|
Rockefeller Capital Management
New York
|
$11M
|
+$5.1M
|
+88,262
|
+87%
|
|
|
143
|
Columbus Macro
New Castle,
Pennsylvania
|
$10.9M
|
+$2.47M
|
+42,784
|
+29%
|
|
|
144
|
Newport Capital Group
Red Bank,
New Jersey
|
$10.7M
|
-$10.8M
|
-186,639
|
-50%
|
|
|
145
|
Monumental Financial Group
Rockville,
Maryland
|
$10.6M
|
+$536K
|
+9,280
|
+5%
|
|
|
146
|
Manhattan West Asset Management
Los Angeles,
California
|
$10.6M
|
+$556K
|
+9,629
|
+6%
|
|
|
147
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$10.3M
|
+$10.2M
|
+177,387
|
New
|
|
|
148
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$10.2M
|
-$972K
|
-16,819
|
-9%
|
|
|
149
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$10.1M
|
+$591K
|
+10,227
|
+6%
|
|
|
150
|
Whitcomb & Hess
Ashland,
Ohio
|
$10.1M
|
+$453K
|
+7,833
|
+5%
|
|
