|
101
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.91M
|
-$179K
|
-3,639
|
-9%
|
|
|
102
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.9M
|
-$2.31M
|
-47,099
|
-55%
|
|
|
103
|
Verus Financial Partners
Richmond,
Virginia
|
$1.87M
|
-$717K
|
-14,592
|
-28%
|
|
|
104
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.81M
|
+$61.2K
|
+1,245
|
+3%
|
|
|
105
|
Citadel Advisors
Miami,
Florida
|
$1.79M
|
+$1.79M
|
+36,447
|
New
|
|
|
106
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.79M
|
+$453K
|
+9,218
|
+34%
|
|
|
107
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$1.77M
|
+$149K
|
+3,030
|
+9%
|
|
|
108
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.62M
|
+$73.7K
|
+1,500
|
+5%
|
|
|
109
|
WBH Advisory
Baltimore,
Maryland
|
$1.56M
|
-$334K
|
-6,802
|
-18%
|
|
|
110
|
SOL Capital Management
Rockville,
Maryland
|
$1.48M
|
+$1.14M
|
+23,100
|
+330%
|
|
|
111
|
|
$1.46M
|
+$1.46M
|
+29,725
|
New
|
|
|
112
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.44M
|
+$762K
|
+15,506
|
+113%
|
|
|
113
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.42M
|
+$126K
|
+2,555
|
+10%
|
|
|
114
|
Aspiriant LLC
Los Angeles,
California
|
$1.4M
|
-$569K
|
-11,573
|
-29%
|
|
|
115
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.39M
|
-$324K
|
-6,592
|
-19%
|
|
|
116
|
True North Advisors
Dallas,
Texas
|
$1.37M
|
+$1.37M
|
+27,880
|
New
|
|
|
117
|
Nelson Capital Management
Menlo Park,
California
|
$1.35M
|
-$3.99M
|
-81,092
|
-75%
|
|
|
118
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1.33M
|
+$1.33M
|
+27,116
|
New
|
|
|
119
|
Arden Trust
Wilmington,
Delaware
|
$1.33M
|
–
|
–
|
–
|
|
|
120
|
Allworth Financial
Folsom,
California
|
$1.31M
|
-$1.44M
|
-29,199
|
-52%
|
|
|
121
|
TriaGen Wealth Management
Calabasas,
California
|
$1.29M
|
-$2.31M
|
-47,014
|
-64%
|
|
|
122
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.27M
|
-$60K
|
-1,220
|
-5%
|
|
|
123
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.27M
|
-$60K
|
-1,220
|
-5%
|
|
|
124
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.26M
|
-$7.49M
|
-152,401
|
-86%
|
|
|
125
|
Ballew Advisors
Jackson,
Mississippi
|
$1.25M
|
–
|
–
|
–
|
|
