|
126
|
Orin Green Financial
San Diego,
California
|
$1.33M
|
-$1.26M
|
-32,613
|
Closed
|
|
|
127
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.31M
|
–
|
–
|
–
|
|
|
128
|
Rockefeller Capital Management
New York
|
$1.3M
|
-$298K
|
-7,697
|
-19%
|
|
|
129
|
Farther Finance Advisors
San Francisco,
California
|
$1.29M
|
-$565K
|
-14,601
|
-32%
|
|
|
130
|
Atria Investments
Charlotte,
North Carolina
|
$1.27M
|
-$29.4K
|
-760
|
-2%
|
|
|
131
|
Sage Capital Management
Stockton,
New Jersey
|
$1.26M
|
–
|
–
|
–
|
|
|
132
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.25M
|
–
|
–
|
–
|
|
|
133
|
Northern Trust
Chicago,
Illinois
|
$1.25M
|
+$19.3K
|
+500
|
+2%
|
|
|
134
|
Old National Bancorp
Evansville,
Indiana
|
$1.24M
|
–
|
–
|
–
|
|
|
135
|
HighTower Advisors
Chicago,
Illinois
|
$1.24M
|
+$351K
|
+9,088
|
+43%
|
|
|
136
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$1.19M
|
+$1.12M
|
+28,992
|
New
|
|
|
137
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.14M
|
+$18.6K
|
+480
|
+2%
|
|
|
138
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.13M
|
-$163K
|
-4,228
|
-13%
|
|
|
139
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.13M
|
-$4.5M
|
-116,379
|
-81%
|
|
|
140
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.11M
|
+$131K
|
+3,384
|
+14%
|
|
|
141
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.11M
|
+$35.7K
|
+923
|
+4%
|
|
|
142
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.1M
|
-$61.4K
|
-1,587
|
-6%
|
|
|
143
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.09M
|
+$1.03M
|
+26,718
|
New
|
|
|
144
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.06M
|
–
|
–
|
–
|
|
|
145
|
Mission Wealth Management
Santa Barbara,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
146
|
Citadel Advisors
Miami,
Florida
|
$1.04M
|
-$67.8K
|
-1,752
|
-6%
|
|
|
147
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.02M
|
+$4.21K
|
+109
|
+0.4%
|
|
|
148
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.01M
|
+$286K
|
+7,403
|
+43%
|
|
|
149
|
Geneos Wealth Management
Englewood,
Colorado
|
$975K
|
+$123K
|
+3,183
|
+15%
|
|
|
150
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$942K
|
+$479K
|
+12,388
|
+116%
|
|
