|
151
|
SOA Wealth Advisors
New York
|
$1.4M
|
–
|
–
|
–
|
|
|
152
|
Choreo LLC
Rockford,
Illinois
|
$1.4M
|
–
|
–
|
–
|
|
|
153
|
WHI Trust
Chicago,
Illinois
|
$1.39M
|
+$1.38M
|
+10,000
|
New
|
|
|
154
|
Evolve Private Wealth
Los Angeles,
California
|
$1.39M
|
+$1.38M
|
+9,986
|
New
|
|
|
155
|
Waverly Advisors
Birmingham,
Alabama
|
$1.37M
|
+$548K
|
+3,969
|
+68%
|
|
|
156
|
Members Trust
Tampa,
Florida
|
$1.36M
|
–
|
–
|
–
|
|
|
157
|
Portland Global Advisors
Portland,
Maine
|
$1.35M
|
–
|
–
|
–
|
|
|
158
|
Pilgrim Partners Asia
Singapore
|
$1.34M
|
–
|
–
|
–
|
|
|
159
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.32M
|
+$3.31K
|
+24
|
+0.3%
|
|
|
160
|
Berman McAleer
Timonium,
Maryland
|
$1.3M
|
+$12.7K
|
+92
|
+1%
|
|
|
161
|
Lido Advisors
Los Angeles,
California
|
$1.27M
|
+$1.26M
|
+9,110
|
New
|
|
|
162
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
$1.22M
|
+$1.21M
|
+8,775
|
New
|
|
|
163
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$1.22M
|
+$1.21M
|
+8,755
|
New
|
|
|
164
|
Snowden Capital Advisors
New York
|
$1.21M
|
+$2.48K
|
+18
|
+0.2%
|
|
|
165
|
Ryan Investment Management
Basalt,
Colorado
|
$1.21M
|
-$524K
|
-3,793
|
-30%
|
|
|
166
|
TFC Financial Management
Boston,
Massachusetts
|
$1.21M
|
–
|
–
|
–
|
|
|
167
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.21M
|
-$256K
|
-1,855
|
-18%
|
|
|
168
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$1.2M
|
-$17.4K
|
-126
|
-1%
|
|
|
169
|
SK Wealth Management
Providence,
Rhode Island
|
$1.19M
|
+$192K
|
+1,391
|
+20%
|
|
|
170
|
Red Crane Wealth Management
San Francisco,
California
|
$1.19M
|
-$72.5K
|
-525
|
-6%
|
|
|
171
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.19M
|
-$12.3K
|
-89
|
-1%
|
|
|
172
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.19M
|
+$1.18M
|
+8,514
|
New
|
|
|
173
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.19M
|
-$50.7K
|
-367
|
-4%
|
|
|
174
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$1.17M
|
+$828
|
+6
|
+0.1%
|
|
|
175
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.17M
|
–
|
–
|
–
|
|
