|
101
|
MAI Capital Management
Independence,
Ohio
|
$6.18M
|
+$5.35M
|
+251,874
|
+1,091%
|
|
|
102
|
Leavell Investment Management
Mobile,
Alabama
|
$5.84M
|
+$306K
|
+14,415
|
+6%
|
|
|
103
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$5.74M
|
+$200K
|
+9,405
|
+4%
|
|
|
104
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$5.72M
|
-$57.3K
|
-2,694
|
-1%
|
|
|
105
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.7M
|
+$319K
|
+15,018
|
+6%
|
|
|
106
|
Rollins Financial Advisors
New York City,
New York
|
$5.67M
|
+$1.67M
|
+78,597
|
+45%
|
|
|
107
|
MML Investors Services
Springfield,
Massachusetts
|
$5.45M
|
+$328K
|
+15,411
|
+7%
|
|
|
108
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$5.43M
|
+$478K
|
+22,473
|
+10%
|
|
|
109
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$5.3M
|
+$202K
|
+9,486
|
+4%
|
|
|
110
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$5.26M
|
-$4.24M
|
-199,350
|
-46%
|
|
|
111
|
Red Tortoise LLC
Atlanta,
Georgia
|
$4.94M
|
-$47.8K
|
-2,250
|
-1%
|
|
|
112
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.85M
|
+$22.2K
|
+1,044
|
+0.5%
|
|
|
113
|
Darrow Company
Needham,
Massachusetts
|
$4.78M
|
+$1.67M
|
+78,711
|
+59%
|
|
|
114
|
Principal Securities
Des Moines,
Iowa
|
$4.62M
|
-$1.9M
|
-89,424
|
-30%
|
|
|
115
|
CVA Family Office
Denver,
Colorado
|
$4.61M
|
+$113K
|
+5,325
|
+3%
|
|
|
116
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.59M
|
+$1.98M
|
+93,111
|
+84%
|
|
|
117
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.54M
|
-$161K
|
-7,572
|
-4%
|
|
|
118
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$4.45M
|
-$28.6K
|
-1,344
|
-0.7%
|
|
|
119
|
Mercer Global Advisors
Denver,
Colorado
|
$4.42M
|
-$711K
|
-33,462
|
-15%
|
|
|
120
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.24M
|
+$141K
|
+6,642
|
+4%
|
|
|
121
|
R.W. Roge & Company
Bohemia,
New York
|
$4.23M
|
-$248K
|
-11,646
|
-6%
|
|
|
122
|
Collective Family Office
York,
Pennsylvania
|
$4.19M
|
-$461K
|
-21,687
|
-10%
|
|
|
123
|
Guardian Financial Partners
Orange,
California
|
$4.17M
|
+$358K
|
+16,827
|
+10%
|
|
|
124
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$4.16M
|
-$539K
|
-25,359
|
-12%
|
|
|
125
|
Renaissance Technologies
New York
|
$4.02M
|
-$82.9K
|
-3,900
|
-2%
|
|
