|
51
|
Evercore Wealth Management
New York
|
$1.48M
|
–
|
–
|
–
|
|
|
52
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.42M
|
-$82.4K
|
-1,666
|
-5%
|
|
|
53
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.41M
|
+$1.31M
|
+26,460
|
+697%
|
|
|
54
|
Main Management
San Francisco,
California
|
$1.4M
|
-$8.51K
|
-172
|
-0.6%
|
|
|
55
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.4M
|
+$1.49M
|
+30,144
|
New
|
|
|
56
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.34M
|
+$57K
|
+1,152
|
+4%
|
|
|
57
|
KeyBank National Association
Cleveland,
Ohio
|
$1.24M
|
+$367K
|
+7,420
|
+39%
|
|
|
58
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.21M
|
+$16.7K
|
+338
|
+1%
|
|
|
59
|
|
$1.21M
|
+$27.3K
|
+552
|
+2%
|
|
|
60
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.19M
|
-$198K
|
-4,004
|
-14%
|
|
|
61
|
Snowden Capital Advisors
New York
|
$1.13M
|
+$512K
|
+10,354
|
+74%
|
|
|
62
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.12M
|
-$61.2K
|
-1,238
|
-5%
|
|
|
63
|
Bangor Savings Bank
Bangor,
Maine
|
$1.1M
|
+$58.2K
|
+1,176
|
+5%
|
|
|
64
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.07M
|
+$1.14M
|
+23,080
|
New
|
|
|
65
|
MML Investors Services
Springfield,
Massachusetts
|
$1.06M
|
-$276K
|
-5,582
|
-20%
|
|
|
66
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.06M
|
+$1.08M
|
+21,886
|
New
|
|
|
67
|
United Capital Financial Advisors
Irving,
Texas
|
$1.03M
|
+$241K
|
+4,868
|
+28%
|
|
|
68
|
DeDora Capital
Napa,
California
|
$1.03M
|
+$1.09M
|
+22,130
|
New
|
|
|
69
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$975K
|
+$478K
|
+9,672
|
+86%
|
|
|
70
|
Paracle Advisors
Mercer Island,
Washington
|
$951K
|
-$67.3K
|
-1,360
|
-6%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$930K
|
-$25.3K
|
-512
|
-2%
|
|
|
72
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$926K
|
+$518K
|
+10,480
|
+111%
|
|
|
73
|
Pitcairn
Conshohocken,
Pennsylvania
|
$923K
|
–
|
–
|
–
|
|
|
74
|
Gradient Investments
Arden Hills,
Minnesota
|
$914K
|
+$968K
|
+19,568
|
+23,863%
|
|
|
75
|
Baystate Wealth Management
Boston,
Massachusetts
|
$907K
|
+$126K
|
+2,538
|
+16%
|
|
