|
126
|
Financial Advisory Partners
Winter Park,
Florida
|
$5.83M
|
-$768K
|
-24,410
|
-12%
|
|
|
127
|
AssetMark Inc
Concord,
California
|
$5.72M
|
-$852K
|
-27,055
|
-13%
|
|
|
128
|
Quest Investment Management
Lake Oswego,
Oregon
|
$5.6M
|
–
|
–
|
–
|
|
|
129
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$5.55M
|
-$873K
|
-27,746
|
-14%
|
|
|
130
|
HSBC Holdings
London,
United Kingdom
|
$5.52M
|
+$2.67M
|
+84,849
|
+94%
|
|
|
131
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.52M
|
-$212K
|
-6,728
|
-4%
|
|
|
132
|
Independent Financial Group
San Diego,
California
|
$5.49M
|
+$710K
|
+22,543
|
+15%
|
|
|
133
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$5.44M
|
+$2.71M
|
+86,053
|
+100%
|
|
|
134
|
Balanced Wealth Group
Westlake,
Ohio
|
$5.43M
|
-$463K
|
-14,720
|
-7%
|
|
|
135
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$5.27M
|
+$1.2M
|
+38,276
|
+30%
|
|
|
136
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$5.26M
|
+$470K
|
+14,930
|
+10%
|
|
|
137
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$5.23M
|
+$1.41M
|
+44,719
|
+37%
|
|
|
138
|
Waverly Advisors
Birmingham,
Alabama
|
$5.19M
|
-$169K
|
-5,369
|
-3%
|
|
|
139
|
Blue Fin Capital
Warren,
Rhode Island
|
$5.18M
|
+$46.5K
|
+1,478
|
+0.9%
|
|
|
140
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$5.11M
|
+$150K
|
+4,753
|
+3%
|
|
|
141
|
BOS Asset Management
Springfield,
Illinois
|
$4.98M
|
-$26.3K
|
-837
|
-0.5%
|
|
|
142
|
Capstone Investment Advisors
New York
|
$4.97M
|
-$5.43M
|
-172,400
|
-52%
|
|
|
143
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.96M
|
-$1.69M
|
-53,715
|
-25%
|
|
|
144
|
Prudential Financial
Newark,
New Jersey
|
$4.92M
|
-$5.07K
|
-161
|
-0.1%
|
|
|
145
|
Cypress Wealth Services
Palm Desert,
California
|
$4.84M
|
-$50.7K
|
-1,611
|
-1%
|
|
|
146
|
Freedom Day Solutions
Houston,
Texas
|
$4.84M
|
+$1.01M
|
+31,948
|
+26%
|
|
|
147
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.82M
|
+$3.88M
|
+123,359
|
+419%
|
|
|
148
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$4.81M
|
+$169K
|
+5,365
|
+4%
|
|
|
149
|
Oppenheimer & Co
New York
|
$4.71M
|
+$1.15M
|
+36,638
|
+32%
|
|
|
150
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$4.63M
|
+$49.9K
|
+1,584
|
+1%
|
|
