|
101
|
MML Investors Services
Springfield,
Massachusetts
|
$2.9M
|
+$137K
|
+1,742
|
+5%
|
|
|
102
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$2.87M
|
+$481K
|
+6,108
|
+22%
|
|
|
103
|
Truist Financial
Charlotte,
North Carolina
|
$2.81M
|
-$323K
|
-4,098
|
-11%
|
|
|
104
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$2.76M
|
+$2.56M
|
+32,455
|
New
|
|
|
105
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.76M
|
-$55.8K
|
-708
|
-2%
|
|
|
106
|
Choreo LLC
Rockford,
Illinois
|
$2.74M
|
+$3.31K
|
+42
|
+0.1%
|
|
|
107
|
Corient Private Wealth
Miami,
Florida
|
$2.73M
|
+$393K
|
+4,992
|
+18%
|
|
|
108
|
Northland Capital Management
Virginia,
Minnesota
|
$2.71M
|
-$21.6K
|
-274
|
-0.9%
|
|
|
109
|
Neuberger Berman Group
New York
|
$2.7M
|
+$2.5M
|
+31,760
|
New
|
|
|
110
|
Gould Asset Management
Claremont,
California
|
$2.69M
|
+$398K
|
+5,045
|
+19%
|
|
|
111
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2.59M
|
+$108K
|
+1,370
|
+5%
|
|
|
112
|
Mariner
Overland Park,
Kansas
|
$2.56M
|
+$683K
|
+8,670
|
+40%
|
|
|
113
|
William Blair & Company
Chicago,
Illinois
|
$2.49M
|
-$1.14M
|
-14,473
|
-33%
|
|
|
114
|
Mayport LLC
Newton,
Massachusetts
|
$2.47M
|
+$2.29M
|
+29,078
|
New
|
|
|
115
|
Whittier Trust
South Pasadena,
California
|
$2.47M
|
–
|
–
|
–
|
|
|
116
|
Well Done LLC
Holland,
Michigan
|
$2.43M
|
-$59K
|
-749
|
-3%
|
|
|
117
|
CGN Advisors
Manhattan,
Kansas
|
$2.36M
|
+$376K
|
+4,766
|
+21%
|
|
|
118
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.36M
|
+$236
|
+3
|
+0%
|
|
|
119
|
GenWealth Group
Maplewood,
New Jersey
|
$2.33M
|
-$85.7K
|
-1,087
|
-4%
|
|
|
120
|
Northern Trust
Chicago,
Illinois
|
$2.32M
|
–
|
–
|
–
|
|
|
121
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$2.2M
|
-$223K
|
-2,824
|
-10%
|
|
|
122
|
The Wealth Group
Eden Prairie,
Minnesota
|
$2.18M
|
+$1.95M
|
+24,736
|
New
|
|
|
123
|
Equitable Trust
Nashville,
Tennessee
|
$2.09M
|
-$290K
|
-3,681
|
-13%
|
|
|
124
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.08M
|
-$16.2K
|
-206
|
-0.8%
|
|
|
125
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.08M
|
-$51.3K
|
-651
|
-3%
|
|
