|
151
|
Rockefeller Capital Management
New York
|
$4.67M
|
+$1.1M
|
+11,041
|
+32%
|
|
|
152
|
Eaton Vance Management
Boston,
Massachusetts
|
$4.65M
|
-$34.5K
|
-346
|
-0.8%
|
|
|
153
|
Howland Capital Management
Boston,
Massachusetts
|
$4.63M
|
-$152K
|
-1,520
|
-3%
|
|
|
154
|
Stelac Advisory Services
New York
|
$4.48M
|
-$598K
|
-5,993
|
-12%
|
|
|
155
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$4.47M
|
-$20.6K
|
-207
|
-0.5%
|
|
|
156
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$4.45M
|
-$106K
|
-1,068
|
-2%
|
|
|
157
|
Evercore Wealth Management
New York
|
$4.44M
|
+$792K
|
+7,940
|
+22%
|
|
|
158
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$4.42M
|
–
|
–
|
–
|
|
|
159
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.38M
|
+$246K
|
+2,463
|
+6%
|
|
|
160
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$4.36M
|
-$232K
|
-2,322
|
-5%
|
|
|
161
|
Klingman & Associates
New York
|
$4.35M
|
-$3.49K
|
-35
|
-0.1%
|
|
|
162
|
Advisory Research
Chicago,
Illinois
|
$4.29M
|
–
|
–
|
–
|
|
|
163
|
Gofen & Glossberg
Chicago,
Illinois
|
$4.21M
|
–
|
–
|
–
|
|
|
164
|
PagnatoKarp Partners
Reston,
Virginia
|
$4.2M
|
-$2.09K
|
-21
|
-0.1%
|
|
|
165
|
MAI Capital Management
Independence,
Ohio
|
$4.2M
|
-$94.6K
|
-949
|
-2%
|
|
|
166
|
Old North State Trust
Greensboro,
North Carolina
|
$4.18M
|
+$401K
|
+4,019
|
+11%
|
|
|
167
|
Park National Corp
Newark,
Ohio
|
$4.09M
|
-$11.6K
|
-116
|
-0.3%
|
|
|
168
|
HSBC Holdings
London,
United Kingdom
|
$4.04M
|
+$729K
|
+7,314
|
+23%
|
|
|
169
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.99M
|
+$88.3K
|
+886
|
+2%
|
|
|
170
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.99M
|
-$27.5K
|
-276
|
-0.7%
|
|
|
171
|
IFP Advisors
Tampa,
Florida
|
$3.76M
|
+$3.69M
|
+37,054
|
New
|
|
|
172
|
Cerity Partners OCIO
New York
|
$3.76M
|
+$30K
|
+301
|
+0.8%
|
|
|
173
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.75M
|
+$2.5M
|
+25,032
|
+213%
|
|
|
174
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$3.74M
|
-$198K
|
-1,987
|
-5%
|
|
|
175
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$3.64M
|
+$26.9K
|
+270
|
+0.8%
|
|
