|
126
|
Fidelity Investments
Boston,
Massachusetts
|
$16.5M
|
+$2.55M
|
+27,182
|
+19%
|
|
|
127
|
Goldstein Advisors
Madison,
Wisconsin
|
$16M
|
-$5.17M
|
-55,020
|
-25%
|
|
|
128
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$15.9M
|
-$2.15M
|
-22,827
|
-11%
|
|
|
129
|
|
$15.9M
|
-$11.1M
|
-117,703
|
-41%
|
|
|
130
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$15.9M
|
-$1.25M
|
-13,278
|
-7%
|
|
|
131
|
Rockefeller Capital Management
New York
|
$15.6M
|
+$3.26M
|
+34,663
|
+27%
|
|
|
132
|
TD Capital Management
Memphis,
Tennessee
|
$14.8M
|
-$425K
|
-4,521
|
-3%
|
|
|
133
|
Gotham Asset Management
New York
|
$14.7M
|
–
|
–
|
–
|
|
|
134
|
Financial Designs
Claremont,
California
|
$14.6M
|
-$420K
|
-4,469
|
-3%
|
|
|
135
|
AssetMark Inc
Concord,
California
|
$14.6M
|
-$174K
|
-1,854
|
-0.9%
|
|
|
136
|
Verus Financial Partners
Richmond,
Virginia
|
$14.1M
|
+$91.6K
|
+975
|
+0.7%
|
|
|
137
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.7M
|
-$60.3K
|
-642
|
-0.4%
|
|
|
138
|
WealthCollab
Bellevue,
Washington
|
$13.7M
|
–
|
–
|
–
|
|
|
139
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$13.6M
|
+$444K
|
+4,720
|
+3%
|
|
|
140
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$13.5M
|
-$3.76M
|
-39,996
|
-22%
|
|
|
141
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$13.4M
|
+$951K
|
+10,123
|
+8%
|
|
|
142
|
KeyBank National Association
Cleveland,
Ohio
|
$13.2M
|
-$25K
|
-266
|
-0.2%
|
|
|
143
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$13.1M
|
-$53.1K
|
-565
|
-0.4%
|
|
|
144
|
Brasada Capital Management
Houston,
Texas
|
$13.1M
|
+$5.96M
|
+63,368
|
+86%
|
|
|
145
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$13M
|
+$661K
|
+7,032
|
+5%
|
|
|
146
|
Forte Asset Management
Bedford,
New York
|
$13M
|
+$326K
|
+3,470
|
+3%
|
|
|
147
|
Traveka Wealth
Los Altos,
California
|
$12.9M
|
+$870K
|
+9,259
|
+7%
|
|
|
148
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$12.9M
|
+$4.41M
|
+46,918
|
+53%
|
|
|
149
|
Howland Capital Management
Boston,
Massachusetts
|
$12.6M
|
-$2.45M
|
-26,100
|
-16%
|
|
|
150
|
Sykon Capital
Harrison,
New York
|
$12.6M
|
+$12.4M
|
+132,289
|
New
|
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