|
126
|
|
$625K
|
+$475K
|
+6,555
|
+341%
|
|
|
127
|
Tortoise Investment Management
White Plains,
New York
|
$621K
|
+$29.8K
|
+411
|
+5%
|
|
|
128
|
West Financial Advisors
Des Moines,
Iowa
|
$606K
|
–
|
–
|
–
|
|
|
129
|
Parsons Capital Management
Providence,
Rhode Island
|
$602K
|
+$16.7K
|
+230
|
+3%
|
|
|
130
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$602K
|
+$194K
|
+2,675
|
+52%
|
|
|
131
|
Fiduciary Trust
Boston,
Massachusetts
|
$601K
|
–
|
–
|
–
|
|
|
132
|
Capital Management
Glen Allen,
Virginia
|
$600K
|
-$5.94K
|
-82
|
-1%
|
|
|
133
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$592K
|
–
|
–
|
–
|
|
|
134
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$572K
|
+$131K
|
+1,814
|
+31%
|
|
|
135
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$552K
|
–
|
–
|
–
|
|
|
136
|
Wealthspire Advisors (New York)
New York
|
$552K
|
+$542K
|
+7,488
|
New
|
|
|
137
|
Equitable Holdings
New York
|
$543K
|
+$105K
|
+1,453
|
+25%
|
|
|
138
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$534K
|
-$54.9K
|
-758
|
-9%
|
|
|
139
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$531K
|
-$9.85K
|
-136
|
-2%
|
|
|
140
|
Principle Wealth Partners
Madison,
Connecticut
|
$520K
|
+$511K
|
+7,053
|
New
|
|
|
141
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$513K
|
+$100K
|
+1,385
|
+25%
|
|
|
142
|
LexAurum Advisors
Overland Park,
Kansas
|
$505K
|
-$3.84K
|
-53
|
-0.8%
|
|
|
143
|
Ameraudi Asset Management
New York
|
$494K
|
–
|
–
|
–
|
|
|
144
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$489K
|
+$52.1K
|
+720
|
+12%
|
|
|
145
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$482K
|
-$2.1K
|
-29
|
-0.4%
|
|
|
146
|
Financial Counselors Inc
Overland Park,
Kansas
|
$480K
|
–
|
–
|
–
|
|
|
147
|
Bulltick Wealth Management
Miami,
Florida
|
$480K
|
+$471K
|
+6,504
|
New
|
|
|
148
|
Financial Advocates Investment Management
Olympia,
Washington
|
$475K
|
+$467K
|
+6,447
|
New
|
|
|
149
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$465K
|
-$20.9K
|
-288
|
-4%
|
|
|
150
|
Rockefeller Capital Management
New York
|
$465K
|
+$264K
|
+3,640
|
+136%
|
|
