|
26
|
Snowden Capital Advisors
New York
|
$1.85M
|
+$1.84M
|
+35,474
|
New
|
|
|
27
|
M&T Bank
Buffalo,
New York
|
$1.64M
|
-$53.5K
|
-1,034
|
-3%
|
|
|
28
|
Bank of New York Mellon
New York
|
$1.61M
|
+$1.35K
|
+26
|
+0.1%
|
|
|
29
|
Destination Wealth Management
Walnut Creek,
California
|
$1.58M
|
+$200K
|
+3,868
|
+15%
|
|
|
30
|
|
$1.57M
|
-$2.7M
|
-52,112
|
-63%
|
|
|
31
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.5M
|
+$1.49M
|
+28,800
|
New
|
|
|
32
|
Accredited Investors
Edina,
Minnesota
|
$1.26M
|
+$56.9K
|
+1,098
|
+5%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$1.17M
|
+$133K
|
+2,560
|
+13%
|
|
|
34
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.08M
|
+$67.3K
|
+1,300
|
+7%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
-$227K
|
-4,382
|
-18%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$1.03M
|
+$39.5K
|
+762
|
+4%
|
|
|
37
|
FundX Investment Group
San Francisco,
California
|
$1.02M
|
-$295K
|
-5,698
|
-23%
|
|
|
38
|
Evercore Wealth Management
New York
|
$956K
|
–
|
–
|
–
|
|
|
39
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$943K
|
+$79.8K
|
+1,542
|
+9%
|
|
|
40
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$942K
|
-$95.4K
|
-1,842
|
-9%
|
|
|
41
|
Bailard
Foster City,
California
|
$936K
|
+$52.8K
|
+1,020
|
+6%
|
|
|
42
|
KeyBank National Association
Cleveland,
Ohio
|
$934K
|
+$271K
|
+5,240
|
+41%
|
|
|
43
|
William Blair & Company
Chicago,
Illinois
|
$863K
|
-$12.8K
|
-248
|
-1%
|
|
|
44
|
United Capital Financial Advisors
Irving,
Texas
|
$862K
|
+$725
|
+14
|
+0.1%
|
|
|
45
|
US Bancorp
Minneapolis,
Minnesota
|
$838K
|
-$8.29K
|
-160
|
-1%
|
|
|
46
|
Commerce Bank
Kansas City,
Missouri
|
$828K
|
–
|
–
|
–
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$818K
|
+$60.8K
|
+1,174
|
+8%
|
|
|
48
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$798K
|
-$5.18K
|
-100
|
-0.7%
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$787K
|
–
|
–
|
–
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$753K
|
+$40K
|
+772
|
+6%
|
|
