|
101
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.27M
|
+$1.7M
|
+16,198
|
+117%
|
|
|
102
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.23M
|
-$103K
|
-983
|
-3%
|
|
|
103
|
KeyBank National Association
Cleveland,
Ohio
|
$3.09M
|
-$99.5K
|
-949
|
-3%
|
|
|
104
|
Institute for Wealth Management
Denver,
Colorado
|
$3.07M
|
+$167K
|
+1,594
|
+6%
|
|
|
105
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.06M
|
–
|
–
|
–
|
|
|
106
|
Bangor Savings Bank
Bangor,
Maine
|
$3.02M
|
–
|
–
|
–
|
|
|
107
|
Steward Partners Investment Advisory
New York
|
$2.95M
|
-$22.6K
|
-216
|
-0.8%
|
|
|
108
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.93M
|
-$178K
|
-1,701
|
-6%
|
|
|
109
|
Creekside Partners
Petaluma,
California
|
$2.93M
|
+$6.08K
|
+58
|
+0.2%
|
|
|
110
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.85M
|
-$419K
|
-4,001
|
-13%
|
|
|
111
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$2.82M
|
+$280K
|
+2,669
|
+11%
|
|
|
112
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$2.8M
|
+$18.8K
|
+179
|
+0.7%
|
|
|
113
|
Win Advisors
Palm Beach Gardens,
Florida
|
$2.76M
|
+$2.66M
|
+25,409
|
New
|
|
|
114
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.75M
|
-$4.3K
|
-41
|
-0.2%
|
|
|
115
|
Financial Services Advisory
Rockville,
Maryland
|
$2.74M
|
-$45.5K
|
-434
|
-2%
|
|
|
116
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.74M
|
-$227K
|
-2,164
|
-8%
|
|
|
117
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.71M
|
-$8.39K
|
-80
|
-0.3%
|
|
|
118
|
Allworth Financial
Folsom,
California
|
$2.67M
|
-$32.2K
|
-307
|
-1%
|
|
|
119
|
L.J. Altfest & Co
New York
|
$2.63M
|
+$17.7K
|
+169
|
+0.7%
|
|
|
120
|
Financial Insights
Tacoma,
Washington
|
$2.62M
|
-$78.7K
|
-751
|
-3%
|
|
|
121
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.59M
|
+$5.66K
|
+54
|
+0.2%
|
|
|
122
|
William Blair & Company
Chicago,
Illinois
|
$2.53M
|
-$2.15M
|
-20,512
|
-47%
|
|
|
123
|
Sapient Capital
Indianapolis,
Indiana
|
$2.52M
|
+$2.17M
|
+20,670
|
+834%
|
|
|
124
|
Avantax Advisory Services
Dallas,
Texas
|
$2.5M
|
-$114K
|
-1,092
|
-5%
|
|
|
125
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.46M
|
–
|
–
|
–
|
|
