|
126
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$4.42M
|
-$177K
|
-4,036
|
-4%
|
|
|
127
|
Braver Wealth Management
Needham,
Massachusetts
|
$4.39M
|
-$792K
|
-18,112
|
-16%
|
|
|
128
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$4.38M
|
-$46.4K
|
-1,060
|
-1%
|
|
|
129
|
Huntington Steele
Oaks,
Pennsylvania
|
$4.38M
|
+$6.65K
|
+152
|
+0.2%
|
|
|
130
|
Highland Private Wealth Management
Bellevue,
Washington
|
$4.37M
|
-$103K
|
-2,360
|
-2%
|
|
|
131
|
Israel Discount Bank of New York
New York
|
$4.33M
|
+$4.23M
|
+96,752
|
New
|
|
|
132
|
Madden Advisory Services
Jacksonville,
Florida
|
$4.27M
|
–
|
–
|
–
|
|
|
133
|
Aspiriant LLC
Los Angeles,
California
|
$4.26M
|
-$87.5K
|
-2,000
|
-2%
|
|
|
134
|
RhumbLine Advisers
Boston,
Massachusetts
|
$4.26M
|
+$2.11M
|
+48,196
|
+103%
|
|
|
135
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$4.06M
|
-$178K
|
-4,080
|
-4%
|
|
|
136
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$4.02M
|
-$197K
|
-4,516
|
-5%
|
|
|
137
|
Gray Financial Group
Atlanta,
Georgia
|
$3.97M
|
-$21K
|
-480
|
-0.5%
|
|
|
138
|
United Capital Financial Advisors
Irving,
Texas
|
$3.96M
|
-$38.5K
|
-880
|
-1%
|
|
|
139
|
Confluence Wealth Management
Portland,
Oregon
|
$3.88M
|
+$256K
|
+5,864
|
+7%
|
|
|
140
|
Acropolis Investment Management
St. Louis,
Missouri
|
$3.87M
|
-$177K
|
-4,036
|
-4%
|
|
|
141
|
HSBC Holdings
London,
United Kingdom
|
$3.85M
|
+$16.6K
|
+380
|
+0.4%
|
|
|
142
|
IFC Holdings
Tampa,
Florida
|
$3.84M
|
-$12.2K
|
-280
|
-0.3%
|
|
|
143
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$3.84M
|
+$402K
|
+9,200
|
+12%
|
|
|
144
|
Investment Centers of America
Bismarck,
North Dakota
|
$3.79M
|
+$320K
|
+7,316
|
+9%
|
|
|
145
|
Martin & Co
Knoxville,
Tennessee
|
$3.52M
|
+$66.5K
|
+1,520
|
+2%
|
|
|
146
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$3.47M
|
-$85.2K
|
-1,948
|
-2%
|
|
|
147
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.4M
|
-$46.9K
|
-1,072
|
-1%
|
|
|
148
|
Horizon Investments
Charlotte,
North Carolina
|
$3.36M
|
-$309K
|
-7,068
|
-9%
|
|
|
149
|
Level Four Advisory Services
Dallas,
Texas
|
$3.3M
|
+$3.23M
|
+73,844
|
New
|
|
|
150
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.29M
|
–
|
–
|
–
|
|
