|
101
|
Gould Asset Management
Claremont,
California
|
$3.67M
|
-$33.9K
|
-324
|
-0.9%
|
|
|
102
|
Webster Bank
Waterbury,
Connecticut
|
$3.6M
|
–
|
–
|
–
|
|
|
103
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$3.52M
|
+$3.22M
|
+30,803
|
New
|
|
|
104
|
Trademark Financial Management
Bloomington,
Minnesota
|
$3.51M
|
-$158K
|
-1,510
|
-4%
|
|
|
105
|
Well Done LLC
Holland,
Michigan
|
$3.49M
|
+$181K
|
+1,734
|
+5%
|
|
|
106
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.46M
|
-$24.5K
|
-234
|
-0.7%
|
|
|
107
|
MML Investors Services
Springfield,
Massachusetts
|
$3.42M
|
+$262K
|
+2,505
|
+8%
|
|
|
108
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3.35M
|
+$56.3K
|
+538
|
+2%
|
|
|
109
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.34M
|
–
|
–
|
–
|
|
|
110
|
Corient Private Wealth
Miami,
Florida
|
$3.33M
|
+$216K
|
+2,064
|
+6%
|
|
|
111
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$3.27M
|
+$9.2K
|
+88
|
+0.3%
|
|
|
112
|
Lido Advisors
Los Angeles,
California
|
$3.14M
|
+$1.71M
|
+16,384
|
+104%
|
|
|
113
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$3.14M
|
+$479K
|
+4,584
|
+17%
|
|
|
114
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.01M
|
+$2.03M
|
+19,376
|
+171%
|
|
|
115
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.01M
|
-$3.97K
|
-38
|
-0.1%
|
|
|
116
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.97M
|
–
|
–
|
–
|
|
|
117
|
Bank of New York Mellon
New York
|
$2.94M
|
-$253K
|
-2,421
|
-7%
|
|
|
118
|
Whittier Trust
South Pasadena,
California
|
$2.92M
|
+$60.4K
|
+578
|
+2%
|
|
|
119
|
Choreo LLC
Rockford,
Illinois
|
$2.9M
|
-$94.9K
|
-908
|
-3%
|
|
|
120
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.82M
|
+$426K
|
+4,078
|
+17%
|
|
|
121
|
Sapient Capital
Indianapolis,
Indiana
|
$2.79M
|
–
|
–
|
–
|
|
|
122
|
The Wealth Group
Eden Prairie,
Minnesota
|
$2.76M
|
+$836
|
+8
|
+0%
|
|
|
123
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$2.72M
|
+$531K
|
+5,076
|
+22%
|
|
|
124
|
Affinity Capital Advisors
Berkeley,
California
|
$2.7M
|
-$2.28M
|
-21,851
|
-43%
|
|
|
125
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.7M
|
+$105
|
+1
|
+0%
|
|
