|
126
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.45M
|
–
|
–
|
–
|
|
|
127
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5.26M
|
+$4.92M
|
+53,220
|
+632%
|
|
|
128
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$5.14M
|
+$253K
|
+2,733
|
+5%
|
|
|
129
|
Capital International Investors
Los Angeles,
California
|
$5.11M
|
+$1.54M
|
+16,653
|
+39%
|
|
|
130
|
Ancora Advisors
Cleveland,
Ohio
|
$5.03M
|
-$3.04M
|
-32,889
|
-36%
|
|
|
131
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$5.02M
|
+$106K
|
+1,144
|
+2%
|
|
|
132
|
|
$5.01M
|
-$1.45M
|
-15,632
|
-21%
|
|
|
133
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$5.01M
|
+$370K
|
+4,000
|
+7%
|
|
|
134
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.99M
|
-$7.61M
|
-82,299
|
-58%
|
|
|
135
|
MML Investors Services
Springfield,
Massachusetts
|
$4.75M
|
-$882K
|
-9,542
|
-15%
|
|
|
136
|
Mercer Global Advisors
Denver,
Colorado
|
$4.62M
|
-$539K
|
-5,827
|
-10%
|
|
|
137
|
Eaton Vance Management
Boston,
Massachusetts
|
$4.57M
|
-$130K
|
-1,406
|
-3%
|
|
|
138
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.53M
|
+$2.27M
|
+24,539
|
+86%
|
|
|
139
|
Ritholtz Wealth Management
New York
|
$4.48M
|
+$35.9K
|
+388
|
+0.7%
|
|
|
140
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.42M
|
+$4.79M
|
+51,822
|
New
|
|
|
141
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.41M
|
+$370
|
+4
|
+0%
|
|
|
142
|
Tiedemann Advisors
New York
|
$4.4M
|
–
|
–
|
–
|
|
|
143
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$4.38M
|
-$1.27M
|
-13,714
|
-21%
|
|
|
144
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$4.37M
|
-$301K
|
-3,260
|
-6%
|
|
|
145
|
SVB Wealth
Boston,
Massachusetts
|
$4.35M
|
-$1.56M
|
-16,901
|
-25%
|
|
|
146
|
Stephens Inc
Little Rock,
Arkansas
|
$4.34M
|
+$264K
|
+2,851
|
+6%
|
|
|
147
|
Choreo LLC
Rockford,
Illinois
|
$4.29M
|
+$615K
|
+6,653
|
+15%
|
|
|
148
|
Frisch Financial Group
Melville,
New York
|
$4.29M
|
+$3.36M
|
+36,321
|
+260%
|
|
|
149
|
Jasper Ridge Partners
Menlo Park,
California
|
$4.26M
|
–
|
–
|
–
|
|
|
150
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.22M
|
+$638K
|
+6,901
|
+16%
|
|
