|
201
|
Rockefeller Capital Management
New York
|
$806K
|
-$496K
|
-10,294
|
-38%
|
|
|
202
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$803K
|
+$356K
|
+7,400
|
+82%
|
|
|
203
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$798K
|
–
|
–
|
–
|
|
|
204
|
Freestone Capital Holdings
Seattle,
Washington
|
$783K
|
-$14.1K
|
-293
|
-2%
|
|
|
205
|
Claro Advisors
Boston,
Massachusetts
|
$762K
|
+$79.7K
|
+1,654
|
+12%
|
|
|
206
|
PGIM Custom Harvest
Newark,
New Jersey
|
$742K
|
-$615K
|
-12,770
|
-46%
|
|
|
207
|
Relative Value Partners Group
|
$732K
|
+$35.7K
|
+741
|
+5%
|
|
|
208
|
UMB Bank
Kansas City,
Missouri
|
$716K
|
–
|
–
|
–
|
|
|
209
|
Colony Group
Boston,
Massachusetts
|
$703K
|
-$448K
|
-9,302
|
-39%
|
|
|
210
|
Merit Financial Group
Alpharetta,
Georgia
|
$702K
|
–
|
–
|
–
|
|
|
211
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$700K
|
+$12K
|
+250
|
+2%
|
|
|
212
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$695K
|
–
|
–
|
–
|
|
|
213
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$680K
|
–
|
–
|
–
|
|
|
214
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$672K
|
+$430K
|
+8,929
|
+184%
|
|
|
215
|
ABLE Financial Group
Scottsdale,
Arizona
|
$669K
|
+$661K
|
+13,718
|
New
|
|
|
216
|
9258 Wealth Management
Blue Ash,
Ohio
|
$667K
|
–
|
–
|
–
|
|
|
217
|
Madison Asset Management
Madison,
Wisconsin
|
$658K
|
-$6.34M
|
-131,677
|
-91%
|
|
|
218
|
Howland Capital Management
Boston,
Massachusetts
|
$656K
|
-$36.6K
|
-760
|
-5%
|
|
|
219
|
Pinnacle Associates
New York
|
$656K
|
-$60.2K
|
-1,250
|
-9%
|
|
|
220
|
|
$642K
|
-$4.29M
|
-89,027
|
-87%
|
|
|
221
|
Chesapeake Asset Management
New York
|
$641K
|
+$633K
|
+13,141
|
New
|
|
|
222
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$620K
|
-$422K
|
-8,765
|
-41%
|
|
|
223
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$612K
|
-$1.35K
|
-28
|
-0.2%
|
|
|
224
|
Southern Wealth Management
Dallas,
Texas
|
$591K
|
+$95K
|
+1,972
|
+19%
|
|
|
225
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$579K
|
+$226K
|
+4,687
|
+87%
|
|
