|
126
|
Rockefeller Capital Management
New York
|
$2.65M
|
+$855K
|
+17,220
|
+48%
|
|
|
127
|
Managed Account Services
Coconut Grove,
Florida
|
$2.59M
|
-$203K
|
-4,091
|
-7%
|
|
|
128
|
Riversedge Advisors
Wilmington,
Delaware
|
$2.59M
|
+$11.3K
|
+227
|
+0.4%
|
|
|
129
|
Strategic Financial Services
Utica,
New York
|
$2.48M
|
-$3.77M
|
-75,950
|
-60%
|
|
|
130
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$2.47M
|
+$2.47M
|
+49,795
|
New
|
|
|
131
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.43M
|
-$37.2K
|
-748
|
-2%
|
|
|
132
|
New England Asset Management
Farmington,
Connecticut
|
$2.41M
|
–
|
–
|
–
|
|
|
133
|
RiverGlades Family Offices
Naples,
Florida
|
$2.33M
|
+$24.8K
|
+500
|
+1%
|
|
|
134
|
WealthSource Partners
San Luis Obispo,
California
|
$2.33M
|
+$2.33M
|
+46,980
|
New
|
|
|
135
|
Relative Value Partners Group
|
$2.32M
|
-$18M
|
-361,500
|
-89%
|
|
|
136
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.32M
|
-$351K
|
-7,062
|
-13%
|
|
|
137
|
FSA Wealth Management
Needham,
Massachusetts
|
$2.29M
|
-$145K
|
-2,918
|
-6%
|
|
|
138
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.25M
|
+$2.25M
|
+45,292
|
New
|
|
|
139
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.24M
|
+$1.57M
|
+31,647
|
+234%
|
|
|
140
|
|
$2.24M
|
-$88.2K
|
-1,776
|
-4%
|
|
|
141
|
Moseley Investment Management
Bradenton,
Florida
|
$2.23M
|
-$41.6K
|
-838
|
-2%
|
|
|
142
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.09M
|
-$228K
|
-4,593
|
-10%
|
|
|
143
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.07M
|
+$75.7K
|
+1,523
|
+4%
|
|
|
144
|
AJ Wealth Strategies
New York
|
$2.05M
|
-$590K
|
-11,884
|
-22%
|
|
|
145
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$2.01M
|
+$386K
|
+7,764
|
+24%
|
|
|
146
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$1.92M
|
–
|
–
|
–
|
|
|
147
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.91M
|
-$67.5K
|
-1,358
|
-3%
|
|
|
148
|
McNaughton Wealth Management
San Diego,
California
|
$1.9M
|
-$33.2K
|
-668
|
-2%
|
|
|
149
|
Lazard Asset Management
New York
|
$1.9M
|
–
|
–
|
–
|
|
|
150
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.84M
|
+$117K
|
+2,358
|
+7%
|
|
