|
226
|
New England Asset Management
Farmington,
Connecticut
|
$58.8M
|
+$370K
|
+3,850
|
+0.6%
|
|
|
227
|
Farther Finance Advisors
San Francisco,
California
|
$58.7M
|
-$2.55M
|
-26,560
|
-4%
|
|
|
228
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$58.3M
|
+$593K
|
+6,175
|
+1%
|
|
|
229
|
WhitTier Trust Company
Reno,
Nevada
|
$57.8M
|
+$1.65M
|
+17,168
|
+3%
|
|
|
230
|
Parkside Investments
Deerfield,
Illinois
|
$57.4M
|
-$193K
|
-2,011
|
-0.3%
|
|
|
231
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$56.8M
|
-$1.06M
|
-11,000
|
-2%
|
|
|
232
|
|
$56.2M
|
-$937K
|
-9,755
|
-2%
|
|
|
233
|
Whittier Trust
South Pasadena,
California
|
$56.1M
|
+$3.71M
|
+38,655
|
+7%
|
|
|
234
|
Fusion Family Wealth
Woodbury,
New York
|
$55.7M
|
-$747K
|
-7,773
|
-1%
|
|
|
235
|
Principal Securities
Des Moines,
Iowa
|
$55.6M
|
-$5.99M
|
-62,406
|
-10%
|
|
|
236
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$54.6M
|
+$2.97M
|
+30,901
|
+6%
|
|
|
237
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$54.1M
|
–
|
–
|
–
|
|
|
238
|
Commerce Bank
Kansas City,
Missouri
|
$53.6M
|
+$2.31M
|
+24,098
|
+5%
|
|
|
239
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$53.4M
|
+$6.45M
|
+67,172
|
+15%
|
|
|
240
|
Bank of Hawaii
Honolulu,
Hawaii
|
$52.7M
|
-$2M
|
-20,843
|
-4%
|
|
|
241
|
Stash Investments
New York
|
$52.5M
|
+$3.02M
|
+31,433
|
+6%
|
|
|
242
|
Summit Financial
Parsippany,
New Jersey
|
$52.5M
|
-$2.19M
|
-22,787
|
-4%
|
|
|
243
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$52.3M
|
+$3.05M
|
+31,756
|
+6%
|
|
|
244
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$52.2M
|
+$1.21M
|
+12,572
|
+2%
|
|
|
245
|
BOK Financial Private Wealth
Denver,
Colorado
|
$52.1M
|
-$645K
|
-6,711
|
-1%
|
|
|
246
|
SVB Wealth
Boston,
Massachusetts
|
$51.7M
|
+$2.62M
|
+27,298
|
+5%
|
|
|
247
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$51.6M
|
-$5.02M
|
-52,274
|
-9%
|
|
|
248
|
MCF Advisors
Covington,
Kentucky
|
$51.6M
|
+$15.2M
|
+157,770
|
+42%
|
|
|
249
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$51.4M
|
+$970K
|
+10,102
|
+2%
|
|
|
250
|
Capital Performance Advisors
Walnut Creek,
California
|
$51.2M
|
+$3.22M
|
+33,514
|
+7%
|
|
