|
126
|
Private Advisor Group
Morristown,
New Jersey
|
$1.27M
|
+$247K
|
+5,018
|
+24%
|
|
|
127
|
TriaGen Wealth Management
Calabasas,
California
|
$1.22M
|
-$19.9K
|
-404
|
-2%
|
|
|
128
|
Manchester Capital Management
Manchester,
Vermont
|
$1.2M
|
-$77.3K
|
-1,570
|
-6%
|
|
|
129
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.2M
|
–
|
–
|
–
|
|
|
130
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$1.17M
|
-$2.81M
|
-57,105
|
-71%
|
|
|
131
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.15M
|
+$182K
|
+3,702
|
+19%
|
|
|
132
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.15M
|
-$82.2K
|
-1,669
|
-7%
|
|
|
133
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.15M
|
-$82.2K
|
-1,669
|
-7%
|
|
|
134
|
WBH Advisory
Baltimore,
Maryland
|
$1.12M
|
-$45K
|
-914
|
-4%
|
|
|
135
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.11M
|
+$1.11M
|
+22,547
|
New
|
|
|
136
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$1.08M
|
-$39.8K
|
-809
|
-4%
|
|
|
137
|
Apella Capital
West Hartford,
Connecticut
|
$1.08M
|
+$10.7K
|
+217
|
+1%
|
|
|
138
|
Napatree Capital
Westerly,
Rhode Island
|
$1.08M
|
+$1.08M
|
+21,862
|
New
|
|
|
139
|
Atria Wealth Solutions
New York
|
$1.05M
|
+$359K
|
+7,303
|
+53%
|
|
|
140
|
WESCAP Management Group
Glendale,
California
|
$1.02M
|
-$47.6K
|
-968
|
-4%
|
|
|
141
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$1.02M
|
-$34.6K
|
-702
|
-3%
|
|
|
142
|
Cresset Asset Management
Chicago,
Illinois
|
$1.01M
|
-$23.4K
|
-476
|
-2%
|
|
|
143
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$1.01M
|
-$593K
|
-12,052
|
-37%
|
|
|
144
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1M
|
-$1.01M
|
-20,429
|
-50%
|
|
|
145
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$991K
|
+$168K
|
+3,422
|
+21%
|
|
|
146
|
CGC Financial Services
Lake Oswego,
Oregon
|
$964K
|
-$43.4K
|
-882
|
-4%
|
|
|
147
|
SOL Capital Management
Rockville,
Maryland
|
$957K
|
+$86.1K
|
+1,750
|
+10%
|
|
|
148
|
Klingenstein Fields & Co
New York
|
$951K
|
-$4.18K
|
-85
|
-0.4%
|
|
|
149
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$925K
|
-$220K
|
-4,474
|
-19%
|
|
|
150
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$913K
|
–
|
–
|
–
|
|
