|
76
|
Trillium Asset Management
Boston,
Massachusetts
|
$3.1M
|
-$3.68M
|
-42,942
|
-55%
|
|
|
77
|
Brio Consultants
San Francisco,
California
|
$3.05M
|
+$1.15M
|
+13,362
|
+61%
|
|
|
78
|
Gibson Capital
Wexford,
Pennsylvania
|
$3.04M
|
-$515
|
-6
|
-0%
|
|
|
79
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.97M
|
-$450K
|
-5,249
|
-13%
|
|
|
80
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.94M
|
+$391K
|
+4,557
|
+15%
|
|
|
81
|
Trellis Advisors
Ellensburg,
Washington
|
$2.88M
|
-$5.15K
|
-60
|
-0.2%
|
|
|
82
|
Bailard
Foster City,
California
|
$2.88M
|
-$58.1K
|
-677
|
-2%
|
|
|
83
|
HeadInvest LLC
Portland,
Maine
|
$2.87M
|
+$97.6K
|
+1,138
|
+4%
|
|
|
84
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.87M
|
+$209K
|
+2,442
|
+8%
|
|
|
85
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.77M
|
+$383K
|
+4,462
|
+16%
|
|
|
86
|
Arlington Financial Advisors
Santa Barbara,
California
|
$2.75M
|
-$853K
|
-9,948
|
-24%
|
|
|
87
|
Franklin Resources
San Mateo,
California
|
$2.74M
|
+$324K
|
+3,777
|
+14%
|
|
|
88
|
WNY Asset Management
Williamsville,
New York
|
$2.67M
|
-$7.03K
|
-82
|
-0.3%
|
|
|
89
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$2.66M
|
+$13.6K
|
+158
|
+0.5%
|
|
|
90
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.63M
|
-$2.23K
|
-26
|
-0.1%
|
|
|
91
|
Bangor Savings Bank
Bangor,
Maine
|
$2.6M
|
+$103K
|
+1,196
|
+4%
|
|
|
92
|
SVB Wealth
Boston,
Massachusetts
|
$2.6M
|
-$15K
|
-175
|
-0.6%
|
|
|
93
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.57M
|
-$98K
|
-1,143
|
-4%
|
|
|
94
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.5M
|
+$756K
|
+8,815
|
+44%
|
|
|
95
|
KeyBank National Association
Cleveland,
Ohio
|
$2.45M
|
+$466K
|
+5,438
|
+24%
|
|
|
96
|
Erste Asset Management
Vienna,
Austria
|
$2.41M
|
+$16.6K
|
+194
|
+0.7%
|
|
|
97
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.38M
|
+$431K
|
+5,025
|
+22%
|
|
|
98
|
L.J. Altfest & Co
New York
|
$2.37M
|
-$265K
|
-3,089
|
-10%
|
|
|
99
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.29M
|
–
|
–
|
–
|
|
|
100
|
Hilltop Holdings
Dallas,
Texas
|
$2.23M
|
-$49.6K
|
-578
|
-2%
|
|
