|
176
|
Fortitude Family Office
Scottsdale,
Arizona
|
$4.33M
|
-$3.37M
|
-31,127
|
-43%
|
|
|
177
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.31M
|
+$4.38M
|
+40,427
|
New
|
|
|
178
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$4.3M
|
+$78.5K
|
+725
|
+2%
|
|
|
179
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$4.29M
|
+$744K
|
+6,868
|
+21%
|
|
|
180
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.24M
|
-$84.8K
|
-783
|
-2%
|
|
|
181
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.23M
|
-$196K
|
-1,810
|
-4%
|
|
|
182
|
Franklin Resources
San Mateo,
California
|
$4.14M
|
-$126K
|
-1,167
|
-3%
|
|
|
183
|
Renaissance Technologies
New York
|
$4.1M
|
+$2.31M
|
+21,300
|
+124%
|
|
|
184
|
Fermata Advisors
Sonoma,
California
|
$4.08M
|
+$315K
|
+2,911
|
+8%
|
|
|
185
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.04M
|
+$817K
|
+7,549
|
+25%
|
|
|
186
|
Steward Partners Investment Advisory
New York
|
$3.96M
|
+$1.28M
|
+11,849
|
+47%
|
|
|
187
|
Lodestar Private Asset Management
Alamo,
California
|
$3.9M
|
+$62.9K
|
+581
|
+2%
|
|
|
188
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$3.88M
|
-$149K
|
-1,378
|
-4%
|
|
|
189
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3.88M
|
-$176K
|
-1,625
|
-4%
|
|
|
190
|
J2 Capital Management
Troy,
Michigan
|
$3.85M
|
+$3.91M
|
+36,158
|
New
|
|
|
191
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.85M
|
-$523K
|
-4,831
|
-12%
|
|
|
192
|
James Investment Research
Alpha,
Ohio
|
$3.85M
|
-$1.03M
|
-9,519
|
-21%
|
|
|
193
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.84M
|
+$3.88M
|
+35,861
|
+23,286%
|
|
|
194
|
Sigma Investment Counselors
Northville,
Michigan
|
$3.79M
|
-$213K
|
-1,970
|
-5%
|
|
|
195
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$3.76M
|
+$3.82M
|
+35,320
|
New
|
|
|
196
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$3.67M
|
+$3.72M
|
+34,406
|
New
|
|
|
197
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.65M
|
-$325K
|
-3,006
|
-8%
|
|
|
198
|
Wealth Alliance
Mellville,
New York
|
$3.64M
|
-$69.5K
|
-642
|
-2%
|
|
|
199
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.63M
|
+$43K
|
+397
|
+1%
|
|
|
200
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.63M
|
+$66K
|
+610
|
+2%
|
|
