|
151
|
Cerity Partners OCIO
New York
|
$1.69M
|
-$40.1K
|
-480
|
-2%
|
|
|
152
|
Founders Financial Securities
Towson,
Maryland
|
$1.68M
|
+$418
|
+5
|
+0%
|
|
|
153
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$1.68M
|
+$1.76M
|
+21,060
|
New
|
|
|
154
|
Alpine Woods Capital Investors
Purchase,
New York
|
$1.66M
|
-$472K
|
-5,650
|
-21%
|
|
|
155
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.63M
|
-$673K
|
-8,065
|
-26%
|
|
|
156
|
GeoWealth Management
Chicago,
Illinois
|
$1.63M
|
-$5.01K
|
-60
|
-0.3%
|
|
|
157
|
Source Financial Advisors
New York
|
$1.63M
|
-$5.01K
|
-60
|
-0.3%
|
|
|
158
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$1.6M
|
+$1.69M
|
+20,180
|
New
|
|
|
159
|
Glovista Investments
Jersey City,
New Jersey
|
$1.59M
|
+$1.68M
|
+20,070
|
New
|
|
|
160
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.59M
|
+$754K
|
+9,030
|
+82%
|
|
|
161
|
Westwind Capital
Las Cruces,
New Mexico
|
$1.57M
|
-$117K
|
-1,405
|
-7%
|
|
|
162
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.48M
|
+$1.52M
|
+18,210
|
+4,186%
|
|
|
163
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$1.48M
|
-$5.84K
|
-70
|
-0.4%
|
|
|
164
|
WMS Partners
Towson,
Maryland
|
$1.48M
|
-$67.6K
|
-810
|
-4%
|
|
|
165
|
HSBC Holdings
London,
United Kingdom
|
$1.47M
|
–
|
–
|
–
|
|
|
166
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.47M
|
+$1.54M
|
+18,470
|
New
|
|
|
167
|
Equitable Holdings
New York
|
$1.45M
|
+$74.3K
|
+890
|
+5%
|
|
|
168
|
Brown Advisory
Baltimore,
Maryland
|
$1.41M
|
–
|
–
|
–
|
|
|
169
|
Fidelity Investments
Boston,
Massachusetts
|
$1.38M
|
+$31.3K
|
+375
|
+2%
|
|
|
170
|
Jess S. Morgan & Co
Los Angeles,
California
|
$1.36M
|
-$2.92K
|
-35
|
-0.2%
|
|
|
171
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.33M
|
+$15.9K
|
+190
|
+1%
|
|
|
172
|
|
$1.29M
|
+$251K
|
+3,000
|
+23%
|
|
|
173
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$1.29M
|
+$28.8K
|
+345
|
+2%
|
|
|
174
|
Kenfarb & Co
Ashland,
Kentucky
|
$1.28M
|
+$1.34M
|
+16,050
|
New
|
|
|
175
|
William Blair & Company
Chicago,
Illinois
|
$1.27M
|
+$34.2K
|
+410
|
+3%
|
|
