|
126
|
Fidelity Investments
Boston,
Massachusetts
|
$1.41M
|
+$280K
|
+3,820
|
+24%
|
|
|
127
|
Prudential plc
London, England,
United Kingdom
|
$1.37M
|
+$316K
|
+4,310
|
+29%
|
|
|
128
|
Simplicity Wealth
Summit,
New Jersey
|
$1.32M
|
+$1.33M
|
+18,153
|
New
|
|
|
129
|
BigSur Wealth Management
Miami,
Florida
|
$1.3M
|
–
|
–
|
–
|
|
|
130
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.3M
|
-$28.3K
|
-386
|
-2%
|
|
|
131
|
GTS Securities
Miami,
Florida
|
$1.29M
|
+$1.3M
|
+17,808
|
New
|
|
|
132
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$117K
|
+1,597
|
+11%
|
|
|
133
|
Global Financial Private Client
Sarasota,
Florida
|
$1.2M
|
+$166K
|
+2,259
|
+16%
|
|
|
134
|
Vontobel Holding
Zurich,
Switzerland
|
$1.2M
|
-$53.6K
|
-731
|
-4%
|
|
|
135
|
Liberty Capital Management
Birmingham,
Michigan
|
$1.19M
|
+$4.03K
|
+55
|
+0.3%
|
|
|
136
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.17M
|
-$19.6K
|
-267
|
-2%
|
|
|
137
|
Cary Street Partners
Richmond,
Virginia
|
$1.17M
|
-$90K
|
-1,228
|
-7%
|
|
|
138
|
BTC Capital Management
Des Moines,
Iowa
|
$1.16M
|
-$8.94K
|
-122
|
-0.8%
|
|
|
139
|
MGO One Seven
Beachwood,
Ohio
|
$1.15M
|
+$59.6K
|
+813
|
+5%
|
|
|
140
|
Atria Wealth Solutions
New York
|
$1.12M
|
-$333K
|
-4,538
|
-23%
|
|
|
141
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$1.11M
|
+$181K
|
+2,475
|
+19%
|
|
|
142
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.1M
|
-$569K
|
-7,759
|
-34%
|
|
|
143
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.03M
|
+$65.7K
|
+896
|
+7%
|
|
|
144
|
GFS Advisors
Houston,
Texas
|
$1.02M
|
–
|
–
|
–
|
|
|
145
|
|
$1.02M
|
+$972K
|
+13,259
|
+1,717%
|
|
|
146
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$975K
|
-$173K
|
-2,367
|
-15%
|
|
|
147
|
Sharper & Granite
El Segundo,
California
|
$975K
|
-$169K
|
-2,300
|
-15%
|
|
|
148
|
Concurrent Investment Advisors
Tampa,
Florida
|
$974K
|
-$29.3K
|
-400
|
-3%
|
|
|
149
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$969K
|
-$39.2K
|
-535
|
-4%
|
|
|
150
|
Harrell Investment Partners
Austin,
Texas
|
$959K
|
-$954K
|
-13,020
|
-50%
|
|
