|
201
|
Atria Investments
Charlotte,
North Carolina
|
$4.19M
|
+$1.82M
|
+17,121
|
+77%
|
|
|
202
|
Kelly Financial Services
Braintree,
Massachusetts
|
$4.15M
|
+$117K
|
+1,098
|
+3%
|
|
|
203
|
Waverly Advisors
Birmingham,
Alabama
|
$4.14M
|
+$4.13M
|
+38,808
|
New
|
|
|
204
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$4.13M
|
-$55.8K
|
-525
|
-1%
|
|
|
205
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$4.08M
|
+$277K
|
+2,602
|
+7%
|
|
|
206
|
Wealth Alliance
Mellville,
New York
|
$3.96M
|
+$149K
|
+1,404
|
+4%
|
|
|
207
|
Lodestar Private Asset Management
Alamo,
California
|
$3.93M
|
+$54.5K
|
+513
|
+1%
|
|
|
208
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.91M
|
-$819K
|
-7,700
|
-17%
|
|
|
209
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.9M
|
+$356K
|
+3,347
|
+10%
|
|
|
210
|
Sigma Investment Counselors
Northville,
Michigan
|
$3.9M
|
+$387K
|
+3,644
|
+11%
|
|
|
211
|
SigFig Wealth Management
San Francisco,
California
|
$3.82M
|
-$27.1K
|
-255
|
-0.7%
|
|
|
212
|
Windham Capital Management
Boston,
Massachusetts
|
$3.81M
|
–
|
–
|
–
|
|
|
213
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.78M
|
+$483K
|
+4,545
|
+15%
|
|
|
214
|
Foster & Motley
Cincinnati,
Ohio
|
$3.78M
|
+$183K
|
+1,719
|
+5%
|
|
|
215
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.75M
|
-$756K
|
-7,108
|
-17%
|
|
|
216
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$3.68M
|
-$1.64M
|
-15,398
|
-31%
|
|
|
217
|
Sykon Capital
Harrison,
New York
|
$3.64M
|
+$479K
|
+4,508
|
+15%
|
|
|
218
|
BNP Paribas Financial Markets
Paris,
France
|
$3.64M
|
-$3.09M
|
-29,086
|
-46%
|
|
|
219
|
Washington Trust
Westerly,
Rhode Island
|
$3.62M
|
-$978K
|
-9,202
|
-21%
|
|
|
220
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.57M
|
-$175K
|
-1,650
|
-5%
|
|
|
221
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.55M
|
+$90.6K
|
+852
|
+3%
|
|
|
222
|
Ascent Wealth Partners
New Hartford,
New York
|
$3.55M
|
-$721K
|
-6,783
|
-17%
|
|
|
223
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.54M
|
-$374K
|
-3,513
|
-10%
|
|
|
224
|
Fermata Advisors
Sonoma,
California
|
$3.52M
|
+$159K
|
+1,496
|
+5%
|
|
|
225
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.48M
|
+$2.01M
|
+18,922
|
+139%
|
|
