|
126
|
Fidelity Investments
Boston,
Massachusetts
|
$22.3K
|
+$21.2K
|
+410
|
+41,000%
|
|
|
127
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$20.9K
|
-$138K
|
-2,671
|
-87%
|
|
|
128
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$19.6K
|
+$18.7K
|
+361
|
New
|
|
|
129
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$11.2K
|
+$1.24K
|
+24
|
+13%
|
|
|
130
|
CVA Family Office
Denver,
Colorado
|
$10.7K
|
+$10.2K
|
+197
|
New
|
|
|
131
|
Clearview Wealth Advisors
Salem,
Oregon
|
$10.2K
|
-$13.2K
|
-255
|
-58%
|
|
|
132
|
Aspire Private Capital
Cornelius,
North Carolina
|
$8.41K
|
+$8.02K
|
+155
|
New
|
|
|
133
|
Global Financial Private Client
Sarasota,
Florida
|
$7.33K
|
–
|
–
|
–
|
|
|
134
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$6.83K
|
+$5.95K
|
+115
|
New
|
|
|
135
|
Kelly Financial Services
Braintree,
Massachusetts
|
$5.92K
|
+$518
|
+10
|
+10%
|
|
|
136
|
|
$4.94K
|
–
|
–
|
–
|
|
|
137
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$4.03K
|
+$3.83K
|
+74
|
New
|
|
|
138
|
Harbour Investments
Madison,
Wisconsin
|
$3.42K
|
-$16K
|
-309
|
-83%
|
|
|
139
|
Barrett & Company
Providence,
Rhode Island
|
$2.01K
|
–
|
–
|
–
|
|
|
140
|
Rockefeller Capital Management
New York
|
$2K
|
–
|
–
|
–
|
|
|
141
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.9K
|
–
|
–
|
–
|
|
|
142
|
Matthew Hamilton Rosenberg
|
$651
|
+$621
|
+12
|
New
|
|
|
143
|
IMPACTfolio
Denver,
Colorado
|
–
|
-$4.92M
|
-105,699
|
Closed
|
|
|
144
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$712K
|
-35,508
|
Closed
|
|
|
145
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$19.4K
|
-416
|
Closed
|
|
|
146
|
Lindbrook Capital
Calabasas,
California
|
–
|
-$1K
|
-20
|
Closed
|
|
|
147
|
Parallel Advisors
San Francisco,
California
|
–
|
-$1K
|
-12
|
Closed
|
|
