|
401
|
Personal CFO Solutions
Chester,
New Jersey
|
$1M
|
+$1.08M
|
+44,249
|
New
|
|
|
402
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$991K
|
-$56.9K
|
-2,338
|
-5%
|
|
|
403
|
Prelude Capital Management
New York
|
$990K
|
+$963K
|
+39,591
|
+2,574%
|
|
|
404
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$986K
|
+$356K
|
+14,645
|
+56%
|
|
|
405
|
Belpointe Asset Management
Reno,
Nevada
|
$984K
|
-$235K
|
-9,673
|
-19%
|
|
|
406
|
Sage Advisory Services
Austin,
Texas
|
$983K
|
-$14.4M
|
-590,541
|
-94%
|
|
|
407
|
Pinnacle Associates
New York
|
$975K
|
+$90K
|
+3,699
|
+10%
|
|
|
408
|
Alpine Woods Capital Investors
Purchase,
New York
|
$963K
|
–
|
–
|
–
|
|
|
409
|
Steelhead Partners
Seattle,
Washington
|
$963K
|
–
|
–
|
–
|
|
|
410
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$958K
|
-$59.6K
|
-2,450
|
-6%
|
|
|
411
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$958K
|
+$67.7K
|
+2,784
|
+8%
|
|
|
412
|
HM Capital Management
Clayton,
Missouri
|
$958K
|
+$968K
|
+39,793
|
New
|
|
|
413
|
SOL Capital Management
Rockville,
Maryland
|
$946K
|
–
|
–
|
–
|
|
|
414
|
Clarity Wealth Advisors
San Jose,
California
|
$943K
|
-$15.1K
|
-620
|
-2%
|
|
|
415
|
Enterprise Trust & Investment
Los Gatos,
California
|
$943K
|
-$2.43K
|
-100
|
-0.3%
|
|
|
416
|
Chesley Taft & Associates
Chicago,
Illinois
|
$938K
|
+$18.2K
|
+750
|
+2%
|
|
|
417
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$937K
|
+$56.4K
|
+2,318
|
+6%
|
|
|
418
|
Endurance Wealth Management
Providence,
Rhode Island
|
$935K
|
-$75.2K
|
-3,091
|
-7%
|
|
|
419
|
Arrow Financial
Glens Falls,
New York
|
$933K
|
-$36.3K
|
-1,491
|
-4%
|
|
|
420
|
First Horizon Corporation
Memphis,
Tennessee
|
$918K
|
+$928K
|
+38,177
|
New
|
|
|
421
|
Successful Portfolios
Clearwater,
Florida
|
$911K
|
+$973
|
+40
|
+0.1%
|
|
|
422
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$908K
|
-$155K
|
-6,392
|
-14%
|
|
|
423
|
Meeder Asset Management
Dublin,
Ohio
|
$907K
|
+$96.6K
|
+3,972
|
+12%
|
|
|
424
|
Corrado Advisors
Ramsey,
New Jersey
|
$903K
|
-$12.7K
|
-521
|
-1%
|
|
|
425
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$873K
|
+$48K
|
+1,975
|
+6%
|
|
