|
201
|
Peak Financial Management
Wellesley,
Massachusetts
|
$2.46M
|
+$40.2K
|
+399
|
+2%
|
|
|
202
|
Steward Partners Investment Advisory
New York
|
$2.44M
|
-$977K
|
-9,693
|
-29%
|
|
|
203
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.42M
|
+$265K
|
+2,625
|
+12%
|
|
|
204
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$2.37M
|
+$108K
|
+1,075
|
+5%
|
|
|
205
|
Lazari Capital Management
Woodland Hills,
California
|
$2.36M
|
+$290K
|
+2,875
|
+14%
|
|
|
206
|
Hudson Portfolio Management
Garrison,
New York
|
$2.35M
|
+$271K
|
+2,690
|
+13%
|
|
|
207
|
Equitable Holdings
New York
|
$2.35M
|
-$1.26M
|
-12,549
|
-35%
|
|
|
208
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$2.34M
|
+$278K
|
+2,755
|
+13%
|
|
|
209
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.34M
|
-$509K
|
-5,050
|
-18%
|
|
|
210
|
HBW Advisory Services
Simi Valley,
California
|
$2.33M
|
-$909K
|
-9,022
|
-28%
|
|
|
211
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.21M
|
+$2.22M
|
+22,000
|
New
|
|
|
212
|
Cambridge Associates
Boston,
Massachusetts
|
$2.2M
|
–
|
–
|
–
|
|
|
213
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.19M
|
+$117K
|
+1,165
|
+6%
|
|
|
214
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.12M
|
-$976K
|
-9,687
|
-31%
|
|
|
215
|
Rockefeller Capital Management
New York
|
$2.11M
|
-$18.9K
|
-188
|
-0.9%
|
|
|
216
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.09M
|
+$1.29M
|
+12,829
|
+161%
|
|
|
217
|
Chesley Taft & Associates
Chicago,
Illinois
|
$2.08M
|
+$905K
|
+8,975
|
+77%
|
|
|
218
|
Bell Investment Advisors
Oakland,
California
|
$2.07M
|
+$125K
|
+1,238
|
+6%
|
|
|
219
|
Martin Capital Partners
Eugene,
Oregon
|
$2.05M
|
-$922K
|
-9,144
|
-31%
|
|
|
220
|
Portland Financial Advisors
Port Washington,
New York
|
$2.05M
|
+$2.06M
|
+20,401
|
New
|
|
|
221
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.05M
|
+$9.37K
|
+93
|
+0.5%
|
|
|
222
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$2.03M
|
-$840K
|
-8,334
|
-29%
|
|
|
223
|
|
$2.01M
|
+$58.6K
|
+581
|
+3%
|
|
|
224
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$2M
|
+$1.97M
|
+19,581
|
New
|
|
|
225
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$1.99M
|
-$334K
|
-3,318
|
-14%
|
|
