|
101
|
Mission Wealth Management
Santa Barbara,
California
|
$3.33M
|
+$1.68M
|
+18,907
|
+113%
|
|
|
102
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.24M
|
+$1.23M
|
+13,825
|
+66%
|
|
|
103
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$3.17M
|
+$28.8K
|
+324
|
+1%
|
|
|
104
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$3.08M
|
+$1.63M
|
+18,329
|
+124%
|
|
|
105
|
Choreo LLC
Rockford,
Illinois
|
$3.03M
|
+$26.7K
|
+300
|
+0.9%
|
|
|
106
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$3.02M
|
–
|
–
|
–
|
|
|
107
|
Corient Private Wealth
Miami,
Florida
|
$3.01M
|
+$15.8K
|
+178
|
+0.6%
|
|
|
108
|
|
$2.99M
|
-$430K
|
-4,840
|
-13%
|
|
|
109
|
Northland Capital Management
Virginia,
Minnesota
|
$2.98M
|
+$1.33K
|
+15
|
+0%
|
|
|
110
|
Well Done LLC
Holland,
Michigan
|
$2.97M
|
+$290K
|
+3,262
|
+11%
|
|
|
111
|
MML Investors Services
Springfield,
Massachusetts
|
$2.89M
|
-$270K
|
-3,042
|
-9%
|
|
|
112
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.89M
|
-$517K
|
-5,816
|
-16%
|
|
|
113
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.87M
|
-$149K
|
-1,675
|
-5%
|
|
|
114
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2.83M
|
+$711
|
+8
|
+0%
|
|
|
115
|
William Blair & Company
Chicago,
Illinois
|
$2.78M
|
+$47.9K
|
+539
|
+2%
|
|
|
116
|
Whittier Trust
South Pasadena,
California
|
$2.7M
|
–
|
–
|
–
|
|
|
117
|
CGN Advisors
Manhattan,
Kansas
|
$2.6M
|
+$15.3K
|
+172
|
+0.6%
|
|
|
118
|
SageView Advisory Group
Newport Beach,
California
|
$2.6M
|
-$6.09M
|
-68,531
|
-57%
|
|
|
119
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.58M
|
+$178
|
+2
|
+0%
|
|
|
120
|
M&T Bank
Buffalo,
New York
|
$2.54M
|
+$1.05M
|
+11,862
|
+77%
|
|
|
121
|
Trademark Financial Management
Bloomington,
Minnesota
|
$2.47M
|
-$1.46M
|
-16,433
|
-38%
|
|
|
122
|
Mayport LLC
Newton,
Massachusetts
|
$2.41M
|
-$288K
|
-3,239
|
-11%
|
|
|
123
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.29M
|
+$75.3K
|
+847
|
+4%
|
|
|
124
|
Equitable Trust
Nashville,
Tennessee
|
$2.28M
|
–
|
–
|
–
|
|
|
125
|
|
$2.27M
|
+$9.96K
|
+112
|
+0.5%
|
|
