|
101
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.68M
|
-$3.23M
|
-65,940
|
-66%
|
|
|
102
|
|
$1.65M
|
+$1.65M
|
+33,645
|
New
|
|
|
103
|
Gradient Capital Advisors
San Diego,
California
|
$1.65M
|
-$428K
|
-8,757
|
-21%
|
|
|
104
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$1.63M
|
-$74.7K
|
-1,527
|
-4%
|
|
|
105
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.59M
|
+$42.6K
|
+871
|
+3%
|
|
|
106
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.51M
|
–
|
–
|
–
|
|
|
107
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.5M
|
-$753K
|
-15,400
|
-33%
|
|
|
108
|
Aspiriant LLC
Los Angeles,
California
|
$1.49M
|
+$552K
|
+11,285
|
+59%
|
|
|
109
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.48M
|
+$1.47M
|
+30,118
|
New
|
|
|
110
|
NorthLanding Financial Partners
Rochester,
New York
|
$1.46M
|
-$1.32M
|
-26,976
|
-91%
|
|
|
111
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.42M
|
-$83.4K
|
-1,704
|
-6%
|
|
|
112
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.42M
|
-$29.6K
|
-605
|
-2%
|
|
|
113
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.42M
|
-$29.6K
|
-605
|
-2%
|
|
|
114
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$1.4M
|
-$3.61M
|
-73,737
|
-72%
|
|
|
115
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.36M
|
+$637K
|
+13,021
|
+88%
|
|
|
116
|
New Capital Management
Houston,
Texas
|
$1.35M
|
+$1.35M
|
+27,574
|
New
|
|
|
117
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$1.29M
|
+$1.29M
|
+26,365
|
New
|
|
|
118
|
Capital Square
Chattanooga,
Tennessee
|
$1.22M
|
+$1.21M
|
+24,824
|
New
|
|
|
119
|
Summit Global Investments
Bountiful,
Utah
|
$1.21M
|
+$93.4K
|
+1,910
|
+8%
|
|
|
120
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.2M
|
-$138K
|
-2,813
|
-10%
|
|
|
121
|
Planning Center Inc
Moline,
Illinois
|
$1.19M
|
+$1.19M
|
+24,246
|
New
|
|
|
122
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.18M
|
-$93.5K
|
-1,911
|
-7%
|
|
|
123
|
Apella Capital
West Hartford,
Connecticut
|
$1.18M
|
-$1.13M
|
-23,038
|
-49%
|
|
|
124
|
Steward Partners Investment Advisory
New York
|
$1.17M
|
+$718K
|
+14,685
|
+159%
|
|
|
125
|
CVA Family Office
Denver,
Colorado
|
$1.17M
|
-$4.11K
|
-84
|
-0.4%
|
|
