|
101
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.29M
|
-$350K
|
-3,777
|
-10%
|
|
|
102
|
Corient Private Wealth
Miami,
Florida
|
$3.26M
|
+$130K
|
+1,399
|
+4%
|
|
|
103
|
Choreo LLC
Rockford,
Illinois
|
$3.24M
|
+$88K
|
+949
|
+3%
|
|
|
104
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$3.2M
|
+$9.55K
|
+103
|
+0.3%
|
|
|
105
|
MML Investors Services
Springfield,
Massachusetts
|
$3.05M
|
+$52.1K
|
+562
|
+2%
|
|
|
106
|
Well Done LLC
Holland,
Michigan
|
$3.05M
|
-$27.9K
|
-301
|
-0.9%
|
|
|
107
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2.99M
|
+$52.6K
|
+567
|
+2%
|
|
|
108
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.97M
|
–
|
–
|
–
|
|
|
109
|
William Blair & Company
Chicago,
Illinois
|
$2.91M
|
+$33.3K
|
+359
|
+1%
|
|
|
110
|
Whittier Trust
South Pasadena,
California
|
$2.8M
|
–
|
–
|
–
|
|
|
111
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.68M
|
+$185
|
+2
|
+0%
|
|
|
112
|
M&T Bank
Buffalo,
New York
|
$2.64M
|
–
|
–
|
–
|
|
|
113
|
|
$2.54M
|
+$178K
|
+1,918
|
+8%
|
|
|
114
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$2.54M
|
+$2.44M
|
+26,314
|
New
|
|
|
115
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
+$717K
|
+7,740
|
+42%
|
|
|
116
|
Trademark Financial Management
Bloomington,
Minnesota
|
$2.53M
|
-$30K
|
-324
|
-1%
|
|
|
117
|
Mayport LLC
Newton,
Massachusetts
|
$2.5M
|
–
|
–
|
–
|
|
|
118
|
|
$2.42M
|
-$655K
|
-7,070
|
-22%
|
|
|
119
|
The Wealth Group
Eden Prairie,
Minnesota
|
$2.42M
|
+$629K
|
+6,785
|
+37%
|
|
|
120
|
CGN Advisors
Manhattan,
Kansas
|
$2.41M
|
-$270K
|
-2,912
|
-10%
|
|
|
121
|
Equitable Trust
Nashville,
Tennessee
|
$2.35M
|
-$15.7K
|
-169
|
-0.7%
|
|
|
122
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.35M
|
-$6.03K
|
-65
|
-0.3%
|
|
|
123
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.34M
|
+$8.81K
|
+95
|
+0.4%
|
|
|
124
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.33M
|
+$2.23M
|
+24,068
|
New
|
|
|
125
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.27M
|
+$2.78K
|
+30
|
+0.1%
|
|
