|
26
|
Bank of New York Mellon
New York
|
$1.87M
|
+$153K
|
+2,822
|
+9%
|
|
|
27
|
Destination Wealth Management
Walnut Creek,
California
|
$1.72M
|
+$43.2K
|
+796
|
+3%
|
|
|
28
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.6M
|
–
|
–
|
–
|
|
|
29
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.46M
|
+$933K
|
+17,202
|
+190%
|
|
|
30
|
|
$1.43M
|
+$1.07M
|
+19,756
|
+333%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$1.29M
|
+$197K
|
+3,636
|
+19%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$1.24M
|
+$542
|
+10
|
+0%
|
|
|
33
|
Accredited Investors
Edina,
Minnesota
|
$1.22M
|
-$118K
|
-2,178
|
-9%
|
|
|
34
|
Private Capital Group
West Hartford,
Connecticut
|
$1.2M
|
+$1.17M
|
+21,554
|
New
|
|
|
35
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.19M
|
+$25.4K
|
+468
|
+2%
|
|
|
36
|
FundX Investment Group
San Francisco,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
37
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.08M
|
+$82.8K
|
+1,528
|
+9%
|
|
|
38
|
Gould Asset Management
Claremont,
California
|
$1.08M
|
+$279K
|
+5,150
|
+36%
|
|
|
39
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.03M
|
+$27.8K
|
+512
|
+3%
|
|
|
40
|
Bailard
Foster City,
California
|
$1.03M
|
+$32.5K
|
+600
|
+3%
|
|
|
41
|
Evercore Wealth Management
New York
|
$1.02M
|
–
|
–
|
–
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$926K
|
+$52.8K
|
+974
|
+6%
|
|
|
43
|
United Capital Financial Advisors
Irving,
Texas
|
$921K
|
+$4.88K
|
+90
|
+0.5%
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$916K
|
-$1.52K
|
-28
|
-0.2%
|
|
|
45
|
Commerce Bank
Kansas City,
Missouri
|
$880K
|
–
|
–
|
–
|
|
|
46
|
US Bancorp
Minneapolis,
Minnesota
|
$874K
|
-$16.3K
|
-300
|
-2%
|
|
|
47
|
KeyBank National Association
Cleveland,
Ohio
|
$862K
|
-$128K
|
-2,360
|
-13%
|
|
|
48
|
Miller Howard Investments
Kingston,
New York
|
$821K
|
+$523K
|
+9,652
|
+188%
|
|
|
49
|
Manchester Capital Management
Manchester,
Vermont
|
$797K
|
+$4.77K
|
+88
|
+0.6%
|
|
|
50
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$774K
|
-$73.1K
|
-1,348
|
-9%
|
|
