|
51
|
Mariner
Overland Park,
Kansas
|
$760K
|
+$98.1K
|
+3,686
|
+14%
|
|
|
52
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$719K
|
-$2.4K
|
-90
|
-0.3%
|
|
|
53
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$714K
|
+$290K
|
+10,896
|
+66%
|
|
|
54
|
Corient Private Wealth
Miami,
Florida
|
$686K
|
+$205K
|
+7,704
|
+41%
|
|
|
55
|
Hantz Financial Services
Southfield,
Michigan
|
$660K
|
+$27.4K
|
+1,029
|
+4%
|
|
|
56
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$645K
|
+$27.9K
|
+1,048
|
+4%
|
|
|
57
|
State Street
Boston,
Massachusetts
|
$630K
|
-$441K
|
-16,561
|
-41%
|
|
|
58
|
Sequoia Financial Advisors
Akron,
Ohio
|
$608K
|
+$70.4K
|
+2,647
|
+13%
|
|
|
59
|
Ameriprise
Minneapolis,
Minnesota
|
$587K
|
-$14.9K
|
-560
|
-2%
|
|
|
60
|
|
$582K
|
-$42.5K
|
-1,596
|
-7%
|
|
|
61
|
DGS Capital Management
Jersey City,
New Jersey
|
$580K
|
+$156K
|
+5,858
|
+36%
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$559K
|
+$113K
|
+4,254
|
+25%
|
|
|
63
|
|
$558K
|
–
|
–
|
–
|
|
|
64
|
|
$509K
|
-$25.3K
|
-950
|
-5%
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$480K
|
+$68.2K
|
+2,562
|
+16%
|
|
|
66
|
Cresset Asset Management
Chicago,
Illinois
|
$454K
|
+$464K
|
+17,429
|
New
|
|
|
67
|
Boston Common Asset Management
Boston,
Massachusetts
|
$427K
|
-$958
|
-36
|
-0.2%
|
|
|
68
|
|
$424K
|
–
|
–
|
–
|
|
|
69
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$424K
|
+$7.45K
|
+280
|
+2%
|
|
|
70
|
Ballentine Partners
Waltham,
Massachusetts
|
$407K
|
+$156K
|
+5,875
|
+60%
|
|
|
71
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$390K
|
-$40.8K
|
-1,532
|
-9%
|
|
|
72
|
Caprock Group
Boise,
Idaho
|
$373K
|
-$14.2K
|
-533
|
-4%
|
|
|
73
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$352K
|
-$41.5K
|
-1,559
|
-10%
|
|
|
74
|
BSW Wealth Partners
Boulder,
Colorado
|
$338K
|
-$11.3K
|
-424
|
-3%
|
|
|
75
|
Bank of New York Mellon
New York
|
$335K
|
-$82K
|
-3,080
|
-19%
|
|
