|
26
|
Bank of America
Charlotte,
North Carolina
|
$3.06M
|
+$467K
|
+10,117
|
+19%
|
|
|
27
|
|
$3.02M
|
+$1.53M
|
+33,103
|
+116%
|
|
|
28
|
Spinnaker Trust
Portland,
Maine
|
$2.98M
|
+$2.81M
|
+60,816
|
New
|
|
|
29
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$2.82M
|
+$2.15M
|
+46,483
|
+415%
|
|
|
30
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$2.71M
|
+$2.56M
|
+55,342
|
New
|
|
|
31
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.33M
|
-$213K
|
-4,613
|
-9%
|
|
|
32
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.27M
|
+$1.21M
|
+26,246
|
+130%
|
|
|
33
|
Cribstone Capital Management
Augusta,
Maine
|
$2.1M
|
-$15.1K
|
-326
|
-0.8%
|
|
|
34
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.92M
|
–
|
–
|
–
|
|
|
35
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.85M
|
+$289K
|
+6,267
|
+20%
|
|
|
36
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.74M
|
+$716K
|
+15,496
|
+78%
|
|
|
37
|
Atria Investments
Charlotte,
North Carolina
|
$1.72M
|
+$1.62M
|
+35,092
|
New
|
|
|
38
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.71M
|
+$324K
|
+7,012
|
+25%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$1.68M
|
-$213K
|
-4,604
|
-12%
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$1.64M
|
+$1.01M
|
+21,973
|
+192%
|
|
|
41
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
42
|
Bray Capital Advisors
Naples,
Florida
|
$1.43M
|
–
|
–
|
–
|
|
|
43
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.42M
|
+$299K
|
+6,475
|
+29%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$1.4M
|
+$1.32M
|
+28,646
|
New
|
|
|
45
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.4M
|
+$475K
|
+10,283
|
+56%
|
|
|
46
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.39M
|
+$26.2K
|
+567
|
+2%
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.35M
|
-$7.81K
|
-169
|
-0.6%
|
|
|
48
|
SVB Wealth
Boston,
Massachusetts
|
$1.34M
|
-$532K
|
-11,509
|
-30%
|
|
|
49
|
Flow Traders U.S.
New York
|
$1.33M
|
+$1.26M
|
+27,271
|
New
|
|
|
50
|
Spire Wealth Management
Mclean,
Virginia
|
$1.15M
|
+$1.08M
|
+23,484
|
New
|
|
