|
126
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.25M
|
-$255K
|
-5,190
|
-17%
|
|
|
127
|
Capital Square
Chattanooga,
Tennessee
|
$1.22M
|
-$4.62K
|
-94
|
-0.4%
|
|
|
128
|
Colony Group
Boston,
Massachusetts
|
$1.22M
|
+$254K
|
+5,164
|
+26%
|
|
|
129
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.2M
|
-$900K
|
-18,313
|
-43%
|
|
|
130
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.15M
|
-$6.14K
|
-125
|
-0.5%
|
|
|
131
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.14M
|
-$366K
|
-7,450
|
-24%
|
|
|
132
|
Apella Capital
West Hartford,
Connecticut
|
$1.1M
|
+$1.1M
|
+22,393
|
New
|
|
|
133
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$344K
|
+6,992
|
+46%
|
|
|
134
|
Steward Partners Investment Advisory
New York
|
$1.08M
|
+$57K
|
+1,160
|
+6%
|
|
|
135
|
Gradient Capital Advisors
San Diego,
California
|
$1.07M
|
-$342K
|
-6,953
|
-24%
|
|
|
136
|
Madrona Financial Services
Everett,
Washington
|
$1.05M
|
-$136K
|
-2,766
|
-11%
|
|
|
137
|
WESCAP Management Group
Glendale,
California
|
$1.05M
|
+$39K
|
+794
|
+4%
|
|
|
138
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
139
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$1.04M
|
–
|
–
|
–
|
|
|
140
|
Cresset Asset Management
Chicago,
Illinois
|
$1.02M
|
-$841K
|
-17,119
|
-45%
|
|
|
141
|
Klingenstein Fields & Co
New York
|
$1M
|
+$761K
|
+15,486
|
+314%
|
|
|
142
|
Avantax Advisory Services
Dallas,
Texas
|
$980K
|
+$75.9K
|
+1,545
|
+8%
|
|
|
143
|
Kestra Private Wealth Services
Austin,
Texas
|
$975K
|
-$3M
|
-61,134
|
-76%
|
|
|
144
|
Waverly Advisors
Birmingham,
Alabama
|
$975K
|
-$10.6K
|
-216
|
-1%
|
|
|
145
|
Modera Wealth Management
Westwood,
New Jersey
|
$939K
|
+$939K
|
+19,111
|
New
|
|
|
146
|
Lakewood Asset Management
Naperville,
Illinois
|
$939K
|
+$155K
|
+3,157
|
+20%
|
|
|
147
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$919K
|
–
|
–
|
–
|
|
|
148
|
TIAA FSB
Jacksonville,
Florida
|
$908K
|
–
|
–
|
–
|
|
|
149
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$902K
|
+$903K
|
+18,377
|
New
|
|
|
150
|
Peak Asset Management
Louisville,
Colorado
|
$892K
|
-$2.6K
|
-53
|
-0.3%
|
|
