|
126
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.4M
|
-$86.6K
|
-1,742
|
-6%
|
|
|
127
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.4M
|
+$1.4M
|
+28,089
|
New
|
|
|
128
|
Warwick Investment Management
Bryan,
Texas
|
$1.36M
|
+$198K
|
+3,995
|
+17%
|
|
|
129
|
Verus Financial Partners
Richmond,
Virginia
|
$1.33M
|
-$52.8K
|
-1,062
|
-4%
|
|
|
130
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.33M
|
+$115K
|
+2,321
|
+10%
|
|
|
131
|
Regatta Capital Group
El Segundo,
California
|
$1.31M
|
+$6.71K
|
+135
|
+0.5%
|
|
|
132
|
Ballew Advisors
Jackson,
Mississippi
|
$1.31M
|
+$21.1K
|
+424
|
+2%
|
|
|
133
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.28M
|
-$60.9K
|
-1,225
|
-5%
|
|
|
134
|
Belpointe Asset Management
Reno,
Nevada
|
$1.28M
|
-$1.29M
|
-25,907
|
-50%
|
|
|
135
|
Clarius Group LLC
Seattle,
Washington
|
$1.27M
|
+$370K
|
+7,437
|
+41%
|
|
|
136
|
Leeward Financial Partners
Bellevue,
Washington
|
$1.25M
|
-$268K
|
-5,392
|
-18%
|
|
|
137
|
|
$1.22M
|
+$1.21M
|
+24,359
|
New
|
|
|
138
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$1.21M
|
+$16.5K
|
+332
|
+1%
|
|
|
139
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.21M
|
–
|
–
|
–
|
|
|
140
|
Planning Directions
Glen Mills,
Pennsylvania
|
$1.19M
|
-$944K
|
-19,001
|
-44%
|
|
|
141
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.16M
|
-$23.2K
|
-467
|
-2%
|
|
|
142
|
Capital Square
Chattanooga,
Tennessee
|
$1.16M
|
-$2.78K
|
-56
|
-0.2%
|
|
|
143
|
Manchester Capital Management
Manchester,
Vermont
|
$1.14M
|
–
|
–
|
–
|
|
|
144
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.09M
|
+$1.09M
|
+21,866
|
New
|
|
|
145
|
TriaGen Wealth Management
Calabasas,
California
|
$1.08M
|
-$59.5K
|
-1,197
|
-5%
|
|
|
146
|
WESCAP Management Group
Glendale,
California
|
$1.03M
|
-$179K
|
-3,594
|
-15%
|
|
|
147
|
Klingenstein Fields & Co
New York
|
$1.03M
|
+$64.9K
|
+1,306
|
+7%
|
|
|
148
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.02M
|
+$250K
|
+5,025
|
+33%
|
|
|
149
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$983K
|
-$300K
|
-6,035
|
-23%
|
|
|
150
|
CGC Financial Services
Lake Oswego,
Oregon
|
$966K
|
-$37.7K
|
-758
|
-4%
|
|
