|
126
|
Fidelity Investments
Boston,
Massachusetts
|
$2M
|
+$239K
|
+4,468
|
+14%
|
|
|
127
|
Wealthspire Advisors (New York)
New York
|
$1.99M
|
-$259K
|
-4,844
|
-12%
|
|
|
128
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.98M
|
+$1.97M
|
+36,890
|
New
|
|
|
129
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.93M
|
+$1.47M
|
+27,535
|
+323%
|
|
|
130
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.9M
|
+$419K
|
+7,829
|
+28%
|
|
|
131
|
Naples Global Advisors
Naples,
Florida
|
$1.86M
|
-$2.68K
|
-50
|
-0.1%
|
|
|
132
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.85M
|
+$1.85M
|
+34,507
|
New
|
|
|
133
|
DOHJ LLC
Seattle,
Washington
|
$1.75M
|
+$1.75M
|
+32,742
|
New
|
|
|
134
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.74M
|
+$1.74M
|
+32,520
|
New
|
|
|
135
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.72M
|
+$583K
|
+10,890
|
+51%
|
|
|
136
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.7M
|
+$198K
|
+3,705
|
+13%
|
|
|
137
|
Paracle Advisors
Mercer Island,
Washington
|
$1.68M
|
+$190K
|
+3,544
|
+13%
|
|
|
138
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.62M
|
+$28.3K
|
+529
|
+2%
|
|
|
139
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.6M
|
-$300K
|
-5,612
|
-16%
|
|
|
140
|
|
$1.57M
|
+$1.57M
|
+29,281
|
New
|
|
|
141
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$1.56M
|
+$215K
|
+4,025
|
+16%
|
|
|
142
|
|
$1.54M
|
+$1.18M
|
+21,984
|
+325%
|
|
|
143
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$1.5M
|
-$2.12M
|
-39,658
|
-59%
|
|
|
144
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.5M
|
–
|
–
|
–
|
|
|
145
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$1.45M
|
+$115K
|
+2,150
|
+9%
|
|
|
146
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.43M
|
-$107K
|
-2,000
|
-7%
|
|
|
147
|
Argent Trust Co
Nashville,
Tennessee
|
$1.42M
|
+$43.3K
|
+810
|
+3%
|
|
|
148
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.41M
|
+$1.41M
|
+26,380
|
New
|
|
|
149
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.38M
|
+$506K
|
+9,453
|
+58%
|
|
|
150
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.36M
|
+$144K
|
+2,687
|
+12%
|
|
