|
126
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$2.25M
|
-$8.53M
|
-174,018
|
-79%
|
|
|
127
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.22M
|
+$100K
|
+2,047
|
+5%
|
|
|
128
|
Calton & Associates
Tampa,
Florida
|
$2.17M
|
-$556K
|
-11,354
|
-21%
|
|
|
129
|
Perennial Advisors
New York
|
$2.17M
|
+$596K
|
+12,156
|
+38%
|
|
|
130
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.1M
|
+$2.07M
|
+42,303
|
New
|
|
|
131
|
Curtis Advisory Group
Santa Barbara,
California
|
$2.02M
|
+$756K
|
+15,434
|
+61%
|
|
|
132
|
Savant Capital
Rockford,
Illinois
|
$1.92M
|
-$42.9K
|
-876
|
-2%
|
|
|
133
|
Stifel Financial
St. Louis,
Missouri
|
$1.91M
|
-$53.8K
|
-1,099
|
-3%
|
|
|
134
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.85M
|
+$7.79K
|
+159
|
+0.4%
|
|
|
135
|
Addison Capital
Conshohocken,
Pennsylvania
|
$1.81M
|
-$931
|
-19
|
-0.1%
|
|
|
136
|
Moneywise Inc
Forest,
Virginia
|
$1.78M
|
-$254K
|
-5,176
|
-13%
|
|
|
137
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.78M
|
–
|
–
|
–
|
|
|
138
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.76M
|
+$3.48K
|
+71
|
+0.2%
|
|
|
139
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.65M
|
-$146K
|
-2,990
|
-8%
|
|
|
140
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.63M
|
+$2.55K
|
+52
|
+0.2%
|
|
|
141
|
New Potomac Partners
Bethesda,
Maryland
|
$1.59M
|
+$121K
|
+2,475
|
+8%
|
|
|
142
|
Winfield Associates
Cleveland,
Ohio
|
$1.56M
|
-$1.53M
|
-31,270
|
-50%
|
|
|
143
|
Marcum Wealth
Cleveland,
Ohio
|
$1.55M
|
-$8.08K
|
-165
|
-0.5%
|
|
|
144
|
Macroview Investment Management
Bethesda,
Maryland
|
$1.5M
|
-$642K
|
-13,112
|
-30%
|
|
|
145
|
Cooper Financial Group
Irvine,
California
|
$1.48M
|
+$206K
|
+4,196
|
+16%
|
|
|
146
|
Goldstein Munger & Associates
San Ramon,
California
|
$1.46M
|
-$60.5K
|
-1,235
|
-4%
|
|
|
147
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.45M
|
+$61.8K
|
+1,261
|
+4%
|
|
|
148
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.43M
|
-$79.1K
|
-1,615
|
-5%
|
|
|
149
|
Global Retirement Partners
San Rafael,
California
|
$1.42M
|
-$378K
|
-7,715
|
-21%
|
|
|
150
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.42M
|
-$4.56K
|
-93
|
-0.3%
|
|
