|
301
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.77M
|
–
|
–
|
–
|
|
|
302
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$4.74M
|
-$51.6K
|
-77
|
-1%
|
|
|
303
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.73M
|
+$421K
|
+629
|
+10%
|
|
|
304
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.58M
|
–
|
–
|
–
|
|
|
305
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$4.55M
|
-$38.8K
|
-58
|
-0.9%
|
|
|
306
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$4.48M
|
–
|
–
|
–
|
|
|
307
|
KeyBank National Association
Cleveland,
Ohio
|
$4.46M
|
-$442K
|
-660
|
-9%
|
|
|
308
|
Union Savings Bank
Litchfield,
Connecticut
|
$4.46M
|
-$71K
|
-106
|
-2%
|
|
|
309
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$4.42M
|
-$670
|
-1
|
-0%
|
|
|
310
|
Charter Research & Investment Group
Southport,
Connecticut
|
$4.4M
|
-$65K
|
-97
|
-2%
|
|
|
311
|
Penobscot Investment Management
Boston,
Massachusetts
|
$4.38M
|
–
|
–
|
–
|
|
|
312
|
TD Private Client Wealth
New York
|
$4.37M
|
+$311K
|
+464
|
+8%
|
|
|
313
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.36M
|
-$36.2K
|
-54
|
-0.9%
|
|
|
314
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$4.34M
|
+$4.13M
|
+6,173
|
New
|
|
|
315
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$4.29M
|
-$305K
|
-456
|
-7%
|
|
|
316
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.28M
|
+$12.1K
|
+18
|
+0.3%
|
|
|
317
|
Segment Wealth Management
Houston,
Texas
|
$4.27M
|
-$10K
|
-15
|
-0.2%
|
|
|
318
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$4.26M
|
-$114K
|
-170
|
-3%
|
|
|
319
|
Joel Isaacson & Co
New York
|
$4.25M
|
+$132K
|
+197
|
+3%
|
|
|
320
|
Clear Point Advisors
Melville,
New York
|
$4.24M
|
+$4.03M
|
+6,023
|
New
|
|
|
321
|
Argent Trust Co
Nashville,
Tennessee
|
$4.23M
|
+$421K
|
+628
|
+12%
|
|
|
322
|
Bailard
Foster City,
California
|
$4.2M
|
-$22.8K
|
-34
|
-0.6%
|
|
|
323
|
HSBC Holdings
London,
United Kingdom
|
$4.2M
|
-$1.25M
|
-1,863
|
-24%
|
|
|
324
|
Paller Financial Services
Centennial,
Colorado
|
$4.19M
|
-$1.82M
|
-2,719
|
-31%
|
|
|
325
|
Matrix Asset Advisors
White Plains,
New York
|
$4.17M
|
-$35.5K
|
-53
|
-0.9%
|
|
