|
76
|
HM Payson & Co
Portland,
Maine
|
$1.7M
|
–
|
–
|
–
|
|
|
77
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.68M
|
–
|
–
|
–
|
|
|
78
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$1.64M
|
-$30.3K
|
-312
|
-2%
|
|
|
79
|
Valmark Advisers
Akron,
Ohio
|
$1.64M
|
-$65.2K
|
-671
|
-4%
|
|
|
80
|
Bank of New York Mellon
New York
|
$1.62M
|
-$15.6K
|
-160
|
-1%
|
|
|
81
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.59M
|
+$550K
|
+5,658
|
+56%
|
|
|
82
|
First Foundation Advisors
Irvine,
California
|
$1.59M
|
–
|
–
|
–
|
|
|
83
|
Fairway Wealth
Independence,
Ohio
|
$1.58M
|
+$32.6K
|
+335
|
+2%
|
|
|
84
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.56M
|
+$1.56M
|
+16,051
|
New
|
|
|
85
|
Coastline Trust
Providence,
Rhode Island
|
$1.55M
|
-$80.3K
|
-826
|
-5%
|
|
|
86
|
WNY Asset Management
Williamsville,
New York
|
$1.53M
|
-$50.3K
|
-518
|
-3%
|
|
|
87
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.52M
|
+$27.4K
|
+282
|
+2%
|
|
|
88
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.51M
|
+$479K
|
+4,925
|
+50%
|
|
|
89
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.47M
|
+$56.5K
|
+581
|
+4%
|
|
|
90
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.43M
|
+$56.2K
|
+578
|
+4%
|
|
|
91
|
Silvercrest Asset Management
New York
|
$1.42M
|
+$1.11M
|
+11,403
|
+446%
|
|
|
92
|
Silver Oak Advisory Group
Portland,
Oregon
|
$1.37M
|
-$54.3K
|
-559
|
-4%
|
|
|
93
|
Spire Wealth Management
Mclean,
Virginia
|
$1.36M
|
-$185K
|
-1,904
|
-12%
|
|
|
94
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.34M
|
–
|
–
|
–
|
|
|
95
|
Anson Capital
Tyrone,
Georgia
|
$1.32M
|
+$52.2K
|
+537
|
+4%
|
|
|
96
|
Romano Brothers & Co
Evanston,
Illinois
|
$1.32M
|
–
|
–
|
–
|
|
|
97
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.26M
|
+$583
|
+6
|
+0%
|
|
|
98
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.24M
|
+$117K
|
+1,205
|
+11%
|
|
|
99
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.24M
|
-$170K
|
-1,754
|
-13%
|
|
|
100
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.22M
|
+$2.43K
|
+25
|
+0.2%
|
|
