|
76
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.18M
|
+$72.6K
|
+1,072
|
+4%
|
|
|
77
|
Bailard
Foster City,
California
|
$2.18M
|
+$77.3K
|
+1,141
|
+4%
|
|
|
78
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$2.14M
|
+$2.02M
|
+29,869
|
New
|
|
|
79
|
KeyBank National Association
Cleveland,
Ohio
|
$2.13M
|
-$142K
|
-2,090
|
-7%
|
|
|
80
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.07M
|
+$271
|
+4
|
+0%
|
|
|
81
|
Accredited Investors
Edina,
Minnesota
|
$2.03M
|
+$317K
|
+4,673
|
+20%
|
|
|
82
|
Bangor Savings Bank
Bangor,
Maine
|
$2.01M
|
+$42.1K
|
+622
|
+2%
|
|
|
83
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.97M
|
+$24.4K
|
+360
|
+1%
|
|
|
84
|
WealthSource Partners
San Luis Obispo,
California
|
$1.88M
|
+$327K
|
+4,831
|
+22%
|
|
|
85
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.84M
|
+$1.74M
|
+25,697
|
New
|
|
|
86
|
Wealthspire Advisors (New York)
New York
|
$1.8M
|
+$1.7M
|
+25,134
|
New
|
|
|
87
|
PFG Advisors
Phoenix,
Arizona
|
$1.79M
|
+$149K
|
+2,197
|
+10%
|
|
|
88
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.75M
|
+$649K
|
+9,578
|
+64%
|
|
|
89
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.73M
|
-$4.47K
|
-66
|
-0.3%
|
|
|
90
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$1.71M
|
–
|
–
|
–
|
|
|
91
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.7M
|
+$85.2K
|
+1,257
|
+6%
|
|
|
92
|
|
$1.65M
|
-$268K
|
-3,961
|
-15%
|
|
|
93
|
Main Management
San Francisco,
California
|
$1.64M
|
–
|
–
|
–
|
|
|
94
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.62M
|
-$1.76K
|
-26
|
-0.1%
|
|
|
95
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.62M
|
-$12.2K
|
-180
|
-0.8%
|
|
|
96
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.61M
|
-$31.1K
|
-459
|
-2%
|
|
|
97
|
Hilltop Holdings
Dallas,
Texas
|
$1.58M
|
+$9.96K
|
+147
|
+0.7%
|
|
|
98
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.54M
|
+$1.46M
|
+21,537
|
New
|
|
|
99
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.51M
|
-$798K
|
-11,775
|
-50%
|
|
|
100
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.5M
|
-$1.96M
|
-28,885
|
-58%
|
|
