|
176
|
MMBG Investment Advisors
Miami,
Florida
|
$3.16M
|
–
|
–
|
–
|
|
|
177
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.11M
|
+$1.19M
|
+17,505
|
+64%
|
|
|
178
|
Summit Asset Management
Memphis,
Tennessee
|
$3.11M
|
-$300K
|
-4,422
|
-9%
|
|
|
179
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$3.1M
|
+$110K
|
+1,621
|
+4%
|
|
|
180
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.09M
|
-$133K
|
-1,968
|
-4%
|
|
|
181
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.05M
|
+$1.49K
|
+22
|
+0%
|
|
|
182
|
Clearstead Trust
Portland,
Maine
|
$2.94M
|
+$2.98M
|
+44,000
|
New
|
|
|
183
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.93M
|
+$166K
|
+2,446
|
+6%
|
|
|
184
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$2.92M
|
+$190K
|
+2,812
|
+7%
|
|
|
185
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.92M
|
+$88.3K
|
+1,303
|
+3%
|
|
|
186
|
Windham Capital Management
Boston,
Massachusetts
|
$2.88M
|
-$22.6K
|
-334
|
-0.8%
|
|
|
187
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.86M
|
+$600K
|
+8,858
|
+26%
|
|
|
188
|
Sharper & Granite
El Segundo,
California
|
$2.85M
|
-$93.6K
|
-1,382
|
-3%
|
|
|
189
|
Bank of New York Mellon
New York
|
$2.77M
|
-$70.5K
|
-1,041
|
-2%
|
|
|
190
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.69M
|
+$1.02K
|
+15
|
+0%
|
|
|
191
|
Fidelity Investments
Boston,
Massachusetts
|
$2.69M
|
+$424K
|
+6,253
|
+18%
|
|
|
192
|
S&CO Inc
Boston,
Massachusetts
|
$2.67M
|
–
|
–
|
–
|
|
|
193
|
Insigneo Advisory Services
Miami,
Florida
|
$2.66M
|
+$156K
|
+2,303
|
+6%
|
|
|
194
|
Phoenix Financial
Givatayim,
Israel
|
$2.65M
|
-$4.01M
|
-59,171
|
-60%
|
|
|
195
|
MAI Capital Management
Independence,
Ohio
|
$2.61M
|
-$67.3K
|
-993
|
-2%
|
|
|
196
|
BTC Capital Management
Des Moines,
Iowa
|
$2.55M
|
-$10.6K
|
-156
|
-0.4%
|
|
|
197
|
Schroder Investment Management Group
London,
United Kingdom
|
$2.54M
|
-$7.8M
|
-115,081
|
-75%
|
|
|
198
|
GSB Wealth Management
Guilford,
Connecticut
|
$2.54M
|
-$160K
|
-2,366
|
-6%
|
|
|
199
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$2.46M
|
+$2.43M
|
+35,895
|
New
|
|
|
200
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.39M
|
+$634K
|
+9,352
|
+35%
|
|
