|
451
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$4.36M
|
+$4.27M
|
+29,021
|
New
|
|
|
452
|
Berman Capital Advisors
Atlanta,
Georgia
|
$4.31M
|
+$475K
|
+3,223
|
+13%
|
|
|
453
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$4.31M
|
–
|
–
|
–
|
|
|
454
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$4.31M
|
-$562K
|
-3,817
|
-12%
|
|
|
455
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.22M
|
+$420K
|
+2,849
|
+11%
|
|
|
456
|
Winfield Associates
Cleveland,
Ohio
|
$4.21M
|
+$22.4K
|
+152
|
+0.5%
|
|
|
457
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$4.21M
|
-$561K
|
-3,810
|
-12%
|
|
|
458
|
Capital Wealth Planning
Naples,
Florida
|
$4.2M
|
+$4.12M
|
+27,951
|
New
|
|
|
459
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$4.18M
|
+$470K
|
+3,189
|
+13%
|
|
|
460
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.11M
|
+$322K
|
+2,188
|
+9%
|
|
|
461
|
Boston Family Office
Boston,
Massachusetts
|
$4.11M
|
+$461K
|
+3,132
|
+13%
|
|
|
462
|
Wimmer Associates 1
Pasadena,
California
|
$4.1M
|
+$89.8K
|
+610
|
+2%
|
|
|
463
|
Klingman & Associates
New York
|
$4.08M
|
-$28.9K
|
-196
|
-0.7%
|
|
|
464
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$4.08M
|
–
|
–
|
–
|
|
|
465
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$4.07M
|
+$30.3K
|
+206
|
+0.8%
|
|
|
466
|
Allianz Asset Management
Munich,
Germany
|
$4.06M
|
–
|
–
|
–
|
|
|
467
|
Monument Capital Management
Alexandria,
Virginia
|
$4.05M
|
-$3.24K
|
-22
|
-0.1%
|
|
|
468
|
American Portfolios Advisors
Holbrook,
New York
|
$4.02M
|
-$954K
|
-6,481
|
-19%
|
|
|
469
|
Liberty Wealth Management
Oakland,
California
|
$3.96M
|
+$807K
|
+5,479
|
+26%
|
|
|
470
|
|
$3.94M
|
–
|
–
|
–
|
|
|
471
|
Ashfield Capital Partners
San Francisco,
California
|
$3.94M
|
-$4.4M
|
-29,879
|
Closed
|
|
|
472
|
Pitcairn
Conshohocken,
Pennsylvania
|
$3.94M
|
-$2.61M
|
-17,717
|
-40%
|
|
|
473
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.93M
|
-$292K
|
-1,983
|
-7%
|
|
|
474
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3.93M
|
+$235K
|
+1,598
|
+7%
|
|
|
475
|
PFG Advisors
Phoenix,
Arizona
|
$3.92M
|
+$284K
|
+1,928
|
+8%
|
|
