|
101
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$6.28M
|
+$5.77M
|
+46,744
|
New
|
|
|
102
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.05M
|
+$1.03M
|
+8,329
|
+23%
|
|
|
103
|
Symmetry Partners
Glastonbury,
Connecticut
|
$5.73M
|
-$1.8M
|
-14,560
|
-25%
|
|
|
104
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$5.71M
|
-$256K
|
-2,074
|
-5%
|
|
|
105
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5.68M
|
-$432K
|
-3,505
|
-8%
|
|
|
106
|
Colony Family Offices
Charlotte,
North Carolina
|
$5.52M
|
-$193K
|
-1,562
|
-4%
|
|
|
107
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.46M
|
-$122K
|
-988
|
-2%
|
|
|
108
|
Flower City Capital
Pittsford,
New York
|
$5.43M
|
+$48K
|
+389
|
+1%
|
|
|
109
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.4M
|
+$1.54M
|
+12,460
|
+45%
|
|
|
110
|
Sage Rhino Capital
Menlo Park,
California
|
$5.35M
|
+$507K
|
+4,113
|
+12%
|
|
|
111
|
Fidelity Investments
Boston,
Massachusetts
|
$5.3M
|
-$28.9M
|
-234,224
|
-86%
|
|
|
112
|
MML Investors Services
Springfield,
Massachusetts
|
$5.29M
|
-$1.02M
|
-8,243
|
-17%
|
|
|
113
|
Sage Financial Management Group
Mclean,
Virginia
|
$5.27M
|
-$437K
|
-3,539
|
-8%
|
|
|
114
|
|
$5.25M
|
+$344K
|
+2,791
|
+8%
|
|
|
115
|
The Family Firm
Bethesda,
Maryland
|
$5.25M
|
+$106K
|
+856
|
+2%
|
|
|
116
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.12M
|
-$1.11K
|
-9
|
-0%
|
|
|
117
|
Viewpoint Capital Management
Seattle,
Washington
|
$5.04M
|
+$12.3K
|
+100
|
+0.3%
|
|
|
118
|
SBI Securities
Tokyo,
Japan
|
$4.79M
|
-$1.73K
|
-14
|
-0%
|
|
|
119
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$4.78M
|
-$194K
|
-1,575
|
-4%
|
|
|
120
|
LAM Group
Lake Oswego,
Oregon
|
$4.77M
|
-$123
|
-1
|
-0%
|
|
|
121
|
Mariner
Overland Park,
Kansas
|
$4.75M
|
-$578K
|
-4,686
|
-12%
|
|
|
122
|
Mercer Global Advisors
Denver,
Colorado
|
$4.49M
|
-$500K
|
-4,053
|
-11%
|
|
|
123
|
|
$4.48M
|
+$83.5K
|
+677
|
+2%
|
|
|
124
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.43M
|
-$2.03M
|
-16,468
|
-33%
|
|
|
125
|
Tortoise Investment Management
White Plains,
New York
|
$4.41M
|
-$154K
|
-1,250
|
-4%
|
|
