|
101
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$3.63M
|
-$135K
|
-1,376
|
-4%
|
|
|
102
|
Bank of New York Mellon
New York
|
$3.56M
|
-$157K
|
-1,600
|
-4%
|
|
|
103
|
Corient Private Wealth
Miami,
Florida
|
$3.54M
|
+$112K
|
+1,139
|
+3%
|
|
|
104
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.46M
|
–
|
–
|
–
|
|
|
105
|
Citadel Advisors
Miami,
Florida
|
$3.44M
|
+$745K
|
+7,606
|
+29%
|
|
|
106
|
Arjuna Capital
Durham,
North Carolina
|
$3.39M
|
+$1.24M
|
+12,602
|
+61%
|
|
|
107
|
Choreo LLC
Rockford,
Illinois
|
$3.38M
|
+$19.8K
|
+202
|
+0.6%
|
|
|
108
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$3.38M
|
+$9.12K
|
+93
|
+0.3%
|
|
|
109
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.35M
|
-$643K
|
-6,558
|
-17%
|
|
|
110
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3.33M
|
+$169K
|
+1,727
|
+6%
|
|
|
111
|
MML Investors Services
Springfield,
Massachusetts
|
$3.31M
|
+$98.2K
|
+1,002
|
+3%
|
|
|
112
|
Well Done LLC
Holland,
Michigan
|
$3.21M
|
+$294
|
+3
|
+0%
|
|
|
113
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.13M
|
–
|
–
|
–
|
|
|
114
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.08M
|
-$952K
|
-9,713
|
-24%
|
|
|
115
|
Whittier Trust
South Pasadena,
California
|
$2.95M
|
–
|
–
|
–
|
|
|
116
|
Sapient Capital
Indianapolis,
Indiana
|
$2.89M
|
+$1.11M
|
+11,355
|
+66%
|
|
|
117
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.8M
|
-$17.3K
|
-176
|
-0.6%
|
|
|
118
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$2.78M
|
+$106K
|
+1,077
|
+4%
|
|
|
119
|
M&T Bank
Buffalo,
New York
|
$2.77M
|
–
|
–
|
–
|
|
|
120
|
The Wealth Group
Eden Prairie,
Minnesota
|
$2.76M
|
+$211K
|
+2,155
|
+9%
|
|
|
121
|
|
$2.74M
|
+$66.4K
|
+677
|
+3%
|
|
|
122
|
Mayport LLC
Newton,
Massachusetts
|
$2.63M
|
+$980
|
+10
|
+0%
|
|
|
123
|
Trademark Financial Management
Bloomington,
Minnesota
|
$2.62M
|
-$47.4K
|
-484
|
-2%
|
|
|
124
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.53M
|
+$55.4K
|
+565
|
+2%
|
|
|
125
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.52M
|
+$55.1K
|
+562
|
+2%
|
|
