|
51
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.1M
|
-$13.9K
|
-366
|
-1%
|
|
|
52
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.04M
|
+$953K
|
+25,030
|
New
|
|
|
53
|
Wealth Alliance
Mellville,
New York
|
$880K
|
+$45.6K
|
+1,198
|
+6%
|
|
|
54
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$803K
|
+$96.9K
|
+2,545
|
+15%
|
|
|
55
|
State Street
Boston,
Massachusetts
|
$788K
|
–
|
–
|
–
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$747K
|
-$129K
|
-3,377
|
-16%
|
|
|
57
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$739K
|
-$45.9K
|
-1,206
|
-6%
|
|
|
58
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$727K
|
+$11.1K
|
+292
|
+2%
|
|
|
59
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$711K
|
+$206K
|
+5,401
|
+46%
|
|
|
60
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$710K
|
+$11.1K
|
+291
|
+2%
|
|
|
61
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$701K
|
-$144K
|
-3,769
|
-18%
|
|
|
62
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$699K
|
-$56.8K
|
-1,491
|
-8%
|
|
|
63
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$698K
|
+$33.8K
|
+887
|
+6%
|
|
|
64
|
Advisor Partners
Walnut Creek,
California
|
$674K
|
-$156K
|
-4,096
|
-20%
|
|
|
65
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$620K
|
+$262K
|
+6,872
|
+85%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$590K
|
+$21.5K
|
+564
|
+4%
|
|
|
67
|
Eaton Vance Management
Boston,
Massachusetts
|
$570K
|
+$13.7K
|
+361
|
+3%
|
|
|
68
|
Raymond James Trust
St. Petersburg,
Florida
|
$564K
|
+$30.3K
|
+796
|
+6%
|
|
|
69
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$534K
|
–
|
–
|
–
|
|
|
70
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$519K
|
+$56.7K
|
+1,489
|
+13%
|
|
|
71
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$518K
|
+$258K
|
+6,780
|
+120%
|
|
|
72
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$516K
|
+$58.2K
|
+1,528
|
+14%
|
|
|
73
|
Covenant Partners
Nashville,
Tennessee
|
$506K
|
+$465K
|
+12,221
|
New
|
|
|
74
|
Stifel Financial
St. Louis,
Missouri
|
$501K
|
+$191K
|
+5,008
|
+71%
|
|
|
75
|
SVB Wealth
Boston,
Massachusetts
|
$481K
|
+$168K
|
+4,405
|
+61%
|
|
