|
151
|
Tortoise Investment Management
White Plains,
New York
|
$1.55M
|
+$1.55M
|
+28,990
|
+9,568%
|
|
|
152
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.52M
|
-$198K
|
-3,704
|
-11%
|
|
|
153
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.49M
|
+$231K
|
+4,316
|
+18%
|
|
|
154
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.48M
|
–
|
–
|
–
|
|
|
155
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$1.46M
|
+$1.48M
|
+27,586
|
New
|
|
|
156
|
|
$1.45M
|
-$96.1K
|
-1,794
|
-6%
|
|
|
157
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.45M
|
-$131K
|
-2,445
|
-8%
|
|
|
158
|
Mercer Global Advisors
Denver,
Colorado
|
$1.42M
|
-$582K
|
-10,876
|
-29%
|
|
|
159
|
Sonata Capital Group
Seattle,
Washington
|
$1.41M
|
+$134K
|
+2,500
|
+10%
|
|
|
160
|
Argent Trust Co
Nashville,
Tennessee
|
$1.41M
|
–
|
–
|
–
|
|
|
161
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.4M
|
+$254K
|
+4,738
|
+22%
|
|
|
162
|
Resource Planning Group
Atlanta,
Georgia
|
$1.39M
|
-$2.15M
|
-40,130
|
-60%
|
|
|
163
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.39M
|
+$1.4M
|
+26,235
|
New
|
|
|
164
|
Emerald Advisors
Bellevue,
Washington
|
$1.39M
|
+$1.41M
|
+26,270
|
New
|
|
|
165
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.38M
|
-$223K
|
-4,162
|
-14%
|
|
|
166
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.36M
|
-$52.7K
|
-984
|
-4%
|
|
|
167
|
Camelot Portfolios
Maumee,
Ohio
|
$1.32M
|
+$1.33M
|
+24,886
|
New
|
|
|
168
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$1.31M
|
+$241K
|
+4,501
|
+22%
|
|
|
169
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.27M
|
-$86.7K
|
-1,619
|
-6%
|
|
|
170
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.26M
|
-$3.75K
|
-70
|
-0.3%
|
|
|
171
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.26M
|
+$109K
|
+2,029
|
+9%
|
|
|
172
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.26M
|
+$95.6K
|
+1,785
|
+8%
|
|
|
173
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.26M
|
+$109K
|
+2,044
|
+9%
|
|
|
174
|
BOK Financial
Tulsa,
Oklahoma
|
$1.25M
|
+$1.26M
|
+23,560
|
New
|
|
|
175
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$1.23M
|
-$207K
|
-3,857
|
-14%
|
|
