|
101
|
Asset Dedication LLC
San Francisco,
California
|
$217K
|
–
|
–
|
–
|
|
|
102
|
Summit Wealth Partners
Orlando,
Florida
|
$207K
|
-$57.8K
|
-1,000
|
-22%
|
|
|
103
|
Rockefeller Capital Management
New York
|
$197K
|
–
|
–
|
–
|
|
|
104
|
Spire Wealth Management
Mclean,
Virginia
|
$190K
|
–
|
–
|
–
|
|
|
105
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$184K
|
-$32.4K
|
-560
|
-15%
|
|
|
106
|
Rockbridge Investment Management
Syracuse,
New York
|
$168K
|
+$5.03K
|
+87
|
+3%
|
|
|
107
|
Covington Capital Management
Los Angeles,
California
|
$114K
|
+$2.89K
|
+50
|
+3%
|
|
|
108
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$97K
|
+$578
|
+10
|
+0.6%
|
|
|
109
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$75.1K
|
–
|
–
|
–
|
|
|
110
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$72K
|
+$35.1K
|
+607
|
+97%
|
|
|
111
|
Vectors Research Management
New York
|
$66K
|
+$636
|
+11
|
+1%
|
|
|
112
|
Rise Advisors
Rochester,
New York
|
$59.9K
|
+$59.8K
|
+1,033
|
New
|
|
|
113
|
St. James Investment Advisors
Port Jefferson,
New York
|
$58K
|
+$58.2K
|
+1,006
|
New
|
|
|
114
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$49K
|
–
|
–
|
–
|
|
|
115
|
Focused Wealth Management
Newburgh,
New York
|
$47K
|
–
|
–
|
–
|
|
|
116
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$38K
|
–
|
–
|
–
|
|
|
117
|
Next Financial Group
Houston,
Texas
|
$32K
|
+$578
|
+10
|
+2%
|
|
|
118
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
119
|
|
–
|
-$2.57M
|
-44,467
|
Closed
|
|
|
120
|
Barrett Asset Management
New York
|
–
|
-$668K
|
-11,550
|
Closed
|
|
|
121
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$404K
|
-6,987
|
Closed
|
|
|
122
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$374K
|
-6,461
|
Closed
|
|
|
123
|
Joel Isaacson & Co
New York
|
–
|
-$359K
|
-6,202
|
Closed
|
|
|
124
|
Community Bank
Dewitt,
New York
|
–
|
-$162K
|
-2,800
|
Closed
|
|
|
125
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$44K
|
-764
|
Closed
|
|
