|
1101
|
TriaGen Wealth Management
Calabasas,
California
|
$159K
|
+$151K
|
+11,392
|
New
|
|
|
1102
|
Prentice Wealth Management
Rochester,
New York
|
$158K
|
-$6.63K
|
-499
|
-4%
|
|
|
1103
|
CPWM LLC
Seattle,
Washington
|
$158K
|
+$1.5K
|
+113
|
+1%
|
|
|
1104
|
Personal CFO Solutions
Chester,
New Jersey
|
$157K
|
+$140K
|
+10,561
|
New
|
|
|
1105
|
Westside Investment Management
Santa Monica,
California
|
$156K
|
-$53.2K
|
-4,000
|
-10%
|
|
|
1106
|
Verde Capital Management
Clarkston,
Michigan
|
$156K
|
–
|
–
|
–
|
|
|
1107
|
Arete Wealth Advisors
Chicago,
Illinois
|
$156K
|
+$63.1K
|
+4,744
|
+19%
|
|
|
1108
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$156K
|
+$140K
|
+10,500
|
New
|
|
|
1109
|
REDW Wealth
Albuquerque,
New Mexico
|
$156K
|
+$140K
|
+10,519
|
New
|
|
|
1110
|
44 Wealth Management
Eugene,
Oregon
|
$155K
|
–
|
–
|
–
|
|
|
1111
|
Bray Capital Advisors
Naples,
Florida
|
$155K
|
–
|
–
|
–
|
|
|
1112
|
Lantz Financial
Naperville,
Illinois
|
$155K
|
+$138K
|
+10,411
|
New
|
|
|
1113
|
PVG Asset Management
Golden,
Colorado
|
$154K
|
+$138K
|
+10,384
|
New
|
|
|
1114
|
Hourglass Capital
Houston,
Texas
|
$154K
|
–
|
–
|
–
|
|
|
1115
|
Acropolis Investment Management
St. Louis,
Missouri
|
$153K
|
+$3.12K
|
+235
|
+2%
|
|
|
1116
|
Eudaimonia Partners
Winchester,
Tennessee
|
$152K
|
-$63.7K
|
-4,794
|
-32%
|
|
|
1117
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$152K
|
+$136K
|
+10,220
|
New
|
|
|
1118
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$152K
|
+$136K
|
+10,261
|
New
|
|
|
1119
|
Colonial River Investments
Midlothian,
Virginia
|
$151K
|
-$16.2K
|
-1,221
|
-11%
|
|
|
1120
|
Perennial Investment Advisors
Los Angeles,
California
|
$151K
|
+$135K
|
+10,128
|
New
|
|
|
1121
|
Fiduciary Trust
Boston,
Massachusetts
|
$150K
|
-$1.15M
|
-86,183
|
-90%
|
|
|
1122
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$150K
|
–
|
–
|
–
|
|
|
1123
|
Claro Advisors
Boston,
Massachusetts
|
$150K
|
+$134K
|
+10,079
|
New
|
|
|
1124
|
Quantbot Technologies
New York
|
$149K
|
-$2.91M
|
-218,959
|
-96%
|
|
|
1125
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$149K
|
–
|
–
|
–
|
|
