|
151
|
Sound View Wealth Advisors
Savannah,
Georgia
|
$4.55M
|
+$4.88M
|
+50,958
|
New
|
|
|
152
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$4.39M
|
+$230K
|
+2,400
|
+5%
|
|
|
153
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.25M
|
-$322K
|
-3,357
|
-7%
|
|
|
154
|
Tocqueville Asset Management
New York
|
$4.16M
|
+$4.46M
|
+46,545
|
New
|
|
|
155
|
Howland Capital Management
Boston,
Massachusetts
|
$4.15M
|
-$70.9K
|
-740
|
-2%
|
|
|
156
|
MAI Capital Management
Independence,
Ohio
|
$4.13M
|
+$41K
|
+428
|
+0.9%
|
|
|
157
|
Regions Financial Corp
Birmingham,
Alabama
|
$4.12M
|
-$114K
|
-1,194
|
-3%
|
|
|
158
|
FundX Investment Group
San Francisco,
California
|
$4.1M
|
+$4.4M
|
+45,949
|
New
|
|
|
159
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$4.1M
|
-$40.6K
|
-424
|
-0.9%
|
|
|
160
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$4.02M
|
+$4.31M
|
+44,984
|
New
|
|
|
161
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.01M
|
+$4.31M
|
+44,956
|
New
|
|
|
162
|
Cerity Partners OCIO
New York
|
$3.91M
|
+$3.3M
|
+34,443
|
+369%
|
|
|
163
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.89M
|
+$51.3K
|
+536
|
+1%
|
|
|
164
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3.88M
|
-$373K
|
-3,896
|
-8%
|
|
|
165
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$3.88M
|
+$4.16M
|
+43,409
|
New
|
|
|
166
|
PagnatoKarp Partners
Reston,
Virginia
|
$3.86M
|
+$3.55M
|
+37,055
|
+600%
|
|
|
167
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.84M
|
+$4.12M
|
+43,025
|
New
|
|
|
168
|
Klingman & Associates
New York
|
$3.82M
|
-$30.6K
|
-320
|
-0.7%
|
|
|
169
|
Advisory Research
Chicago,
Illinois
|
$3.76M
|
–
|
–
|
–
|
|
|
170
|
Gofen & Glossberg
Chicago,
Illinois
|
$3.66M
|
–
|
–
|
–
|
|
|
171
|
Hardy Reed
Tupelo,
Mississippi
|
$3.63M
|
+$3.89M
|
+40,647
|
New
|
|
|
172
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.53M
|
-$16.8K
|
-175
|
-0.4%
|
|
|
173
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$3.51M
|
+$3.1M
|
+32,354
|
+463%
|
|
|
174
|
HSBC Holdings
London,
United Kingdom
|
$3.5M
|
-$145K
|
-1,518
|
-4%
|
|
|
175
|
1 North Wealth Services
Annapolis,
Maryland
|
$3.44M
|
+$3.68M
|
+38,470
|
New
|
|
