|
126
|
AssetMark Inc
Concord,
California
|
$14.7M
|
-$355K
|
-3,990
|
-2%
|
|
|
127
|
TD Capital Management
Memphis,
Tennessee
|
$13.9M
|
-$321K
|
-3,600
|
-2%
|
|
|
128
|
Howland Capital Management
Boston,
Massachusetts
|
$13.7M
|
-$93.5K
|
-1,050
|
-0.7%
|
|
|
129
|
Financial Designs
Claremont,
California
|
$13.7M
|
-$13.7K
|
-154
|
-0.1%
|
|
|
130
|
Verus Financial Partners
Richmond,
Virginia
|
$13.6M
|
-$192K
|
-2,160
|
-1%
|
|
|
131
|
Gotham Asset Management
New York
|
$13.3M
|
+$2.65M
|
+29,720
|
+24%
|
|
|
132
|
Fidelity Investments
Boston,
Massachusetts
|
$12.6M
|
+$1.39M
|
+15,549
|
+12%
|
|
|
133
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12.5M
|
-$19.5M
|
-218,403
|
-60%
|
|
|
134
|
ES4 LLC
Newport Beach,
California
|
$12.4M
|
-$1.75M
|
-19,675
|
-12%
|
|
|
135
|
WealthCollab
Bellevue,
Washington
|
$12.4M
|
+$86.9K
|
+976
|
+0.7%
|
|
|
136
|
KeyBank National Association
Cleveland,
Ohio
|
$12M
|
-$1.27M
|
-14,231
|
-9%
|
|
|
137
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$12M
|
+$255K
|
+2,867
|
+2%
|
|
|
138
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$12M
|
+$268K
|
+3,013
|
+2%
|
|
|
139
|
Forum Private Client Group
Fishers,
Indiana
|
$11.8M
|
-$1.63M
|
-18,351
|
-12%
|
|
|
140
|
Forte Asset Management
Bedford,
New York
|
$11.5M
|
-$11.6K
|
-130
|
-0.1%
|
|
|
141
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$11.3M
|
+$3.27M
|
+36,712
|
+39%
|
|
|
142
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$11.2M
|
+$215K
|
+2,414
|
+2%
|
|
|
143
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$11.2M
|
+$194K
|
+2,178
|
+2%
|
|
|
144
|
Rockefeller Capital Management
New York
|
$11.2M
|
+$321K
|
+3,602
|
+3%
|
|
|
145
|
Traveka Wealth
Los Altos,
California
|
$11M
|
+$3.71M
|
+41,621
|
+49%
|
|
|
146
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$10.9M
|
+$225K
|
+2,527
|
+2%
|
|
|
147
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$10.9M
|
-$489K
|
-5,489
|
-4%
|
|
|
148
|
KFA Private Wealth Group
Tysons,
Virginia
|
$10.7M
|
+$805K
|
+9,037
|
+8%
|
|
|
149
|
United Capital Financial Advisors
Irving,
Texas
|
$10.6M
|
-$137K
|
-1,541
|
-1%
|
|
|
150
|
Kestra Advisory Services
Austin,
Texas
|
$10.4M
|
+$183K
|
+2,052
|
+2%
|
|
