|
151
|
TD Private Client Wealth
New York
|
$1.3M
|
+$182K
|
+7,432
|
+17%
|
|
|
152
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.26M
|
-$1.13M
|
-46,000
|
-48%
|
|
|
153
|
|
$1.26M
|
+$1.23M
|
+50,000
|
New
|
|
|
154
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.25M
|
+$68.2K
|
+2,780
|
+6%
|
|
|
155
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$1.22M
|
+$49.6K
|
+2,022
|
+4%
|
|
|
156
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.18M
|
-$335K
|
-13,657
|
-23%
|
|
|
157
|
Hilltop Holdings
Dallas,
Texas
|
$1.12M
|
-$158K
|
-6,421
|
-13%
|
|
|
158
|
American Century Companies
Kansas City,
Missouri
|
$1.12M
|
–
|
–
|
–
|
|
|
159
|
BluePath Capital Management
Atlanta,
Georgia
|
$1.12M
|
+$6.89K
|
+281
|
+0.6%
|
|
|
160
|
Signify Wealth
Saint Louis,
Missouri
|
$1.11M
|
-$3.32M
|
-135,379
|
-75%
|
|
|
161
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.11M
|
-$455K
|
-18,563
|
-30%
|
|
|
162
|
Millennium Management
New York
|
$1.08M
|
-$130K
|
-5,297
|
-11%
|
|
|
163
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.08M
|
+$132K
|
+5,371
|
+14%
|
|
|
164
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.07M
|
+$1.05M
|
+42,642
|
New
|
|
|
165
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$1.07M
|
+$23.5K
|
+958
|
+2%
|
|
|
166
|
|
$1.04M
|
+$1.01M
|
+41,300
|
New
|
|
|
167
|
Windham Capital Management
Boston,
Massachusetts
|
$1.04M
|
+$25.4K
|
+1,035
|
+3%
|
|
|
168
|
Hobart Private Capital
Charlotte,
North Carolina
|
$1.03M
|
+$1M
|
+40,808
|
New
|
|
|
169
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.02M
|
-$225K
|
-9,158
|
-18%
|
|
|
170
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$998K
|
-$29.4K
|
-1,198
|
-3%
|
|
|
171
|
Bogart Wealth LLC
Mclean,
Virginia
|
$995K
|
+$970K
|
+39,564
|
New
|
|
|
172
|
Comerica Bank
Dallas,
Texas
|
$987K
|
+$50.6K
|
+2,063
|
+6%
|
|
|
173
|
Atria Wealth Solutions
New York
|
$963K
|
-$1.16M
|
-47,338
|
-55%
|
|
|
174
|
Private Wealth Group
Tampa,
Florida
|
$949K
|
+$926K
|
+37,768
|
New
|
|
|
175
|
Summit Financial Group
Moorefield,
West Virginia
|
$949K
|
-$30.8K
|
-1,255
|
-3%
|
|
