|
101
|
Essential Planning
Portsmouth,
New Hampshire
|
$2.17M
|
+$2.17M
|
+43,681
|
New
|
|
|
102
|
Two West Capital Advisors
Overland Park,
Kansas
|
$2.08M
|
-$204K
|
-4,109
|
-9%
|
|
|
103
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.03M
|
–
|
–
|
–
|
|
|
104
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$2.01M
|
-$13.8K
|
-277
|
-0.7%
|
|
|
105
|
HB Wealth Management
Atlanta,
Georgia
|
$1.97M
|
+$272K
|
+5,472
|
+16%
|
|
|
106
|
New Capital Management
Houston,
Texas
|
$1.96M
|
-$14.5K
|
-291
|
-0.7%
|
|
|
107
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.93M
|
-$66.6K
|
-1,339
|
-3%
|
|
|
108
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$1.92M
|
–
|
–
|
–
|
|
|
109
|
HBW Advisory Services
Simi Valley,
California
|
$1.91M
|
+$66.5K
|
+1,338
|
+4%
|
|
|
110
|
Leeward Financial Partners
Bellevue,
Washington
|
$1.86M
|
+$620K
|
+12,464
|
+50%
|
|
|
111
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.86M
|
+$708K
|
+14,236
|
+61%
|
|
|
112
|
MontVue Capital Management
Lynchburg,
Virginia
|
$1.86M
|
-$80.1K
|
-1,611
|
-4%
|
|
|
113
|
Chatham Capital Group
Savannah,
Georgia
|
$1.82M
|
+$24.9K
|
+500
|
+1%
|
|
|
114
|
Bouchey Financial Group
Troy,
New York
|
$1.81M
|
-$426K
|
-8,560
|
-19%
|
|
|
115
|
Naples Global Advisors
Naples,
Florida
|
$1.78M
|
-$74.6K
|
-1,500
|
-4%
|
|
|
116
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.75M
|
+$1.76M
|
+35,315
|
New
|
|
|
117
|
Aspiriant LLC
Los Angeles,
California
|
$1.75M
|
+$11.3K
|
+228
|
+0.7%
|
|
|
118
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.7M
|
+$866K
|
+17,415
|
+104%
|
|
|
119
|
Boston Family Office
Boston,
Massachusetts
|
$1.69M
|
+$1.69M
|
+34,006
|
New
|
|
|
120
|
Joseph Group Capital Management
Columbus,
Ohio
|
$1.69M
|
-$930K
|
-18,702
|
-35%
|
|
|
121
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.65M
|
+$7.8K
|
+157
|
+0.5%
|
|
|
122
|
Citadel Advisors
Miami,
Florida
|
$1.64M
|
-$21.2M
|
-426,688
|
-93%
|
|
|
123
|
Signal Tree Financial Partners
Copley,
Ohio
|
$1.62M
|
+$1.62M
|
+32,592
|
New
|
|
|
124
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.59M
|
+$266K
|
+5,361
|
+20%
|
|
|
125
|
GatePass Capital
Independence,
Ohio
|
$1.56M
|
+$1.57M
|
+31,500
|
New
|
|
