|
26
|
Mariner
Overland Park,
Kansas
|
$2.07M
|
-$124K
|
-2,812
|
-6%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.02M
|
+$159K
|
+3,586
|
+9%
|
|
|
28
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.01M
|
-$817K
|
-18,482
|
-29%
|
|
|
29
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.98M
|
+$1.91M
|
+43,310
|
New
|
|
|
30
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.91M
|
-$37.2K
|
-842
|
-2%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.88M
|
+$129K
|
+2,926
|
+7%
|
|
|
32
|
Paracle Advisors
Mercer Island,
Washington
|
$1.8M
|
–
|
–
|
–
|
|
|
33
|
Cribstone Capital Management
Augusta,
Maine
|
$1.78M
|
+$92.7K
|
+2,098
|
+6%
|
|
|
34
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.65M
|
+$179K
|
+4,042
|
+12%
|
|
|
35
|
Manchester Capital Management
Manchester,
Vermont
|
$1.63M
|
–
|
–
|
–
|
|
|
36
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.61M
|
-$12.3K
|
-278
|
-0.8%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$1.42M
|
+$244K
|
+5,528
|
+21%
|
|
|
38
|
Zevin Asset Management
Boston,
Massachusetts
|
$1.41M
|
-$1.55M
|
-35,050
|
-53%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$1.39M
|
+$21.4K
|
+484
|
+2%
|
|
|
40
|
Advisor Group
Phoenix,
Arizona
|
$1.33M
|
-$86.1K
|
-1,948
|
-6%
|
|
|
41
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.32M
|
-$1.02M
|
-23,000
|
-44%
|
|
|
42
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.22M
|
+$14.1K
|
+320
|
+1%
|
|
|
43
|
|
$1.19M
|
–
|
–
|
–
|
|
|
44
|
Destination Wealth Management
Walnut Creek,
California
|
$1.15M
|
+$138K
|
+3,130
|
+14%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$1.08M
|
+$26.3K
|
+596
|
+3%
|
|
|
46
|
William Blair & Company
Chicago,
Illinois
|
$1.06M
|
–
|
–
|
–
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
$1.03M
|
+$48.2K
|
+1,090
|
+5%
|
|
|
48
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$989K
|
-$8.05K
|
-182
|
-0.8%
|
|
|
49
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$989K
|
+$459K
|
+10,394
|
+88%
|
|
|
50
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$980K
|
-$19.9K
|
-450
|
-2%
|
|
