|
1226
|
Personal CFO Solutions
Chester,
New Jersey
|
$201K
|
+$207K
|
+735
|
New
|
|
|
1227
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$192K
|
–
|
–
|
–
|
|
|
1228
|
James Investment Research
Alpha,
Ohio
|
$191K
|
-$1.21M
|
-4,298
|
-86%
|
|
|
1229
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$189K
|
-$128K
|
-454
|
-40%
|
|
|
1230
|
Clean Yield Group
Norwich,
Vermont
|
$188K
|
-$2.82K
|
-10
|
-1%
|
|
|
1231
|
Berman Capital Advisors
Atlanta,
Georgia
|
$176K
|
+$45.1K
|
+160
|
+33%
|
|
|
1232
|
Standard Family Office
Sioux Falls,
South Dakota
|
$170K
|
+$175K
|
+622
|
New
|
|
|
1233
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$167K
|
-$4.79K
|
-17
|
-3%
|
|
|
1234
|
Knuff & Co
Foster City,
California
|
$164K
|
–
|
–
|
–
|
|
|
1235
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$161K
|
+$166K
|
+591
|
New
|
|
|
1236
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$160K
|
-$719K
|
-2,553
|
-81%
|
|
|
1237
|
Versant Capital Management
Phoenix,
Arizona
|
$156K
|
–
|
–
|
–
|
|
|
1238
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$155K
|
-$282
|
-1
|
-0.2%
|
|
|
1239
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$153K
|
+$151K
|
+535
|
New
|
|
|
1240
|
MCF Advisors
Covington,
Kentucky
|
$146K
|
–
|
–
|
–
|
|
|
1241
|
Tortoise Investment Management
White Plains,
New York
|
$145K
|
+$9.01K
|
+32
|
+6%
|
|
|
1242
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$144K
|
-$4.22K
|
-15
|
-3%
|
|
|
1243
|
Leelyn Smith
Geneva,
Illinois
|
$144K
|
–
|
–
|
–
|
|
|
1244
|
Neo Ivy Capital Management
New York
|
$138K
|
+$142K
|
+505
|
New
|
|
|
1245
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$137K
|
-$9.01K
|
-32
|
-6%
|
|
|
1246
|
Monetary Management Group
St Louis,
Missouri
|
$137K
|
–
|
–
|
–
|
|
|
1247
|
Baystate Wealth Management
Boston,
Massachusetts
|
$129K
|
-$282
|
-1
|
-0.2%
|
|
|
1248
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$127K
|
+$17.5K
|
+62
|
+15%
|
|
|
1249
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$125K
|
+$95.2K
|
+338
|
+286%
|
|
|
1250
|
Stelac Advisory Services
New York
|
$122K
|
+$125K
|
+445
|
New
|
|
