|
101
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$13.5M
|
-$21.2K
|
-313
|
-0.2%
|
|
|
102
|
Howland Capital Management
Boston,
Massachusetts
|
$13.4M
|
-$122K
|
-1,800
|
-0.9%
|
|
|
103
|
Connable Office Inc
Kalamazoo,
Michigan
|
$13.3M
|
-$784K
|
-11,554
|
-6%
|
|
|
104
|
Allspring Global Investments
Charlotte,
North Carolina
|
$13.1M
|
-$1.7M
|
-25,000
|
-11%
|
|
|
105
|
Verus Financial Partners
Richmond,
Virginia
|
$13.1M
|
-$2.83M
|
-41,704
|
-18%
|
|
|
106
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$13M
|
+$270K
|
+3,985
|
+2%
|
|
|
107
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$12.8M
|
-$170K
|
-2,510
|
-1%
|
|
|
108
|
Regatta Capital Group
El Segundo,
California
|
$12.8M
|
+$498K
|
+7,347
|
+4%
|
|
|
109
|
Park Avenue Securities
New York
|
$12.7M
|
+$588K
|
+8,678
|
+5%
|
|
|
110
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$12.4M
|
+$1.33M
|
+19,601
|
+12%
|
|
|
111
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$12.3M
|
+$1.62M
|
+23,881
|
+15%
|
|
|
112
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.3M
|
+$698K
|
+10,291
|
+6%
|
|
|
113
|
Rockefeller Capital Management
New York
|
$12.3M
|
-$3.63M
|
-53,568
|
-23%
|
|
|
114
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$12.3M
|
-$7.68M
|
-113,324
|
-38%
|
|
|
115
|
Prudential Financial
Newark,
New Jersey
|
$12.3M
|
+$1.9M
|
+27,968
|
+18%
|
|
|
116
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$12.2M
|
-$2.37K
|
-35
|
-0%
|
|
|
117
|
Goldstein Advisors
Madison,
Wisconsin
|
$12.1M
|
+$584K
|
+8,619
|
+5%
|
|
|
118
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$11.9M
|
-$43.9K
|
-648
|
-0.4%
|
|
|
119
|
RFP Financial Group
Atlanta,
Georgia
|
$10.9M
|
+$428K
|
+6,306
|
+4%
|
|
|
120
|
Forte Asset Management
Bedford,
New York
|
$10.7M
|
+$244K
|
+3,592
|
+2%
|
|
|
121
|
Financial Designs
Claremont,
California
|
$10.6M
|
-$65.1K
|
-960
|
-0.6%
|
|
|
122
|
KeyBank National Association
Cleveland,
Ohio
|
$10.4M
|
-$111K
|
-1,635
|
-1%
|
|
|
123
|
Forum Private Client Group
Fishers,
Indiana
|
$10.4M
|
+$389K
|
+5,740
|
+4%
|
|
|
124
|
Private Advisor Group
Morristown,
New Jersey
|
$10.4M
|
+$845K
|
+12,468
|
+9%
|
|
|
125
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$10.3M
|
+$242K
|
+3,566
|
+2%
|
|
