|
101
|
Atria Investments
Charlotte,
North Carolina
|
$1.22M
|
+$6.65K
|
+60
|
+0.6%
|
|
|
102
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.22M
|
+$6.65K
|
+60
|
+0.6%
|
|
|
103
|
Fidelity Investments
Boston,
Massachusetts
|
$1.21M
|
+$138K
|
+1,248
|
+13%
|
|
|
104
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.16M
|
–
|
–
|
–
|
|
|
105
|
Naples Global Advisors
Naples,
Florida
|
$1.14M
|
+$4.43K
|
+40
|
+0.4%
|
|
|
106
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.13M
|
+$470K
|
+4,237
|
+72%
|
|
|
107
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$1.12M
|
+$1.12M
|
+10,060
|
New
|
|
|
108
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.11M
|
–
|
–
|
–
|
|
|
109
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.08M
|
–
|
–
|
–
|
|
|
110
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.07M
|
+$367K
|
+3,314
|
+53%
|
|
|
111
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.07M
|
-$54.7K
|
-493
|
-5%
|
|
|
112
|
Zhang Financial
Portage,
Michigan
|
$1.05M
|
+$554
|
+5
|
+0.1%
|
|
|
113
|
|
$948K
|
+$305K
|
+2,751
|
+48%
|
|
|
114
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$911K
|
+$98.2K
|
+886
|
+13%
|
|
|
115
|
Brooklyn Investment Group
Brooklyn,
New York
|
$911K
|
+$634K
|
+5,721
|
+247%
|
|
|
116
|
PACK Private Wealth
Wayzata,
Minnesota
|
$905K
|
–
|
–
|
–
|
|
|
117
|
NewEdge Advisors
New Orleans,
Louisiana
|
$878K
|
-$1.22K
|
-11
|
-0.1%
|
|
|
118
|
|
$871K
|
+$40.7K
|
+367
|
+5%
|
|
|
119
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$828K
|
+$193K
|
+1,739
|
+31%
|
|
|
120
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$797K
|
–
|
–
|
–
|
|
|
121
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$797K
|
–
|
–
|
–
|
|
|
122
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$787K
|
+$998
|
+9
|
+0.1%
|
|
|
123
|
Concurrent Investment Advisors
Tampa,
Florida
|
$773K
|
+$13.3K
|
+120
|
+2%
|
|
|
124
|
Wealthspire Advisors (New York)
New York
|
$770K
|
-$763K
|
-6,884
|
-50%
|
|
|
125
|
Pachira Investments
Dana Point,
California
|
$768K
|
+$274K
|
+2,469
|
+56%
|
|
