|
26
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.82M
|
+$1.78M
|
+53,420
|
New
|
|
|
27
|
Natixis Advisors
Boston,
Massachusetts
|
$1.8M
|
-$7.25K
|
-218
|
-0.4%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$1.71M
|
-$11K
|
-332
|
-0.7%
|
|
|
29
|
Tompkins Financial
Ithaca,
New York
|
$1.52M
|
+$121K
|
+3,635
|
+9%
|
|
|
30
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.41M
|
+$1.38M
|
+41,431
|
New
|
|
|
31
|
|
$1.33M
|
+$775K
|
+23,307
|
+148%
|
|
|
32
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.31M
|
+$707K
|
+21,245
|
+124%
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$1.15M
|
-$174K
|
-5,234
|
-13%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
+$760K
|
+22,846
|
+216%
|
|
|
35
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.06M
|
+$359K
|
+10,790
|
+53%
|
|
|
36
|
Brown Advisory
Baltimore,
Maryland
|
$922K
|
–
|
–
|
–
|
|
|
37
|
Baker Avenue Asset Management
San Francisco,
California
|
$821K
|
-$4.16K
|
-125
|
-0.5%
|
|
|
38
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$815K
|
+$59.9K
|
+1,800
|
+8%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$813K
|
+$794K
|
+23,857
|
New
|
|
|
40
|
Ritholtz Wealth Management
New York
|
$806K
|
+$80.2K
|
+2,410
|
+11%
|
|
|
41
|
Main Management
San Francisco,
California
|
$799K
|
–
|
–
|
–
|
|
|
42
|
KeyBank National Association
Cleveland,
Ohio
|
$788K
|
+$345K
|
+10,356
|
+81%
|
|
|
43
|
Bailard
Foster City,
California
|
$776K
|
+$148K
|
+4,458
|
+24%
|
|
|
44
|
Colony Group
Boston,
Massachusetts
|
$724K
|
–
|
–
|
–
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$669K
|
+$296K
|
+8,905
|
+83%
|
|
|
46
|
Community Bank
Dewitt,
New York
|
$666K
|
+$650K
|
+19,550
|
New
|
|
|
47
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$654K
|
-$107K
|
-3,220
|
-14%
|
|
|
48
|
Raffa Wealth Management
Washington,
District of Columbia
|
$580K
|
–
|
–
|
–
|
|
|
49
|
C-J Advisory
San Jose,
California
|
$531K
|
+$12.2K
|
+366
|
+2%
|
|
|
50
|
Baystate Wealth Management
Boston,
Massachusetts
|
$525K
|
+$502K
|
+15,096
|
New
|
|
