|
26
|
WhitTier Trust Company
Reno,
Nevada
|
$2.38M
|
-$117K
|
-2,070
|
-5%
|
|
|
27
|
Barclays
London,
United Kingdom
|
$2.12M
|
–
|
–
|
–
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$2.02M
|
+$80.3K
|
+1,426
|
+4%
|
|
|
29
|
Bank of New York Mellon
New York
|
$1.86M
|
+$11.7K
|
+208
|
+0.6%
|
|
|
30
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.83M
|
+$570K
|
+10,132
|
+45%
|
|
|
31
|
KeyBank National Association
Cleveland,
Ohio
|
$1.78M
|
+$732K
|
+13,010
|
+70%
|
|
|
32
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.72M
|
-$129K
|
-2,290
|
-7%
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.71M
|
+$805K
|
+14,304
|
+89%
|
|
|
34
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.68M
|
+$185K
|
+3,290
|
+12%
|
|
|
35
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.68M
|
+$185K
|
+3,290
|
+12%
|
|
|
36
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.62M
|
–
|
–
|
–
|
|
|
37
|
Destination Wealth Management
Walnut Creek,
California
|
$1.53M
|
-$112K
|
-1,984
|
-7%
|
|
|
38
|
|
$1.44M
|
-$45.8K
|
-814
|
-3%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$1.25M
|
-$37.9K
|
-674
|
-3%
|
|
|
40
|
Private Capital Group
West Hartford,
Connecticut
|
$1.22M
|
–
|
–
|
–
|
|
|
41
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.22M
|
-$39.3K
|
-698
|
-3%
|
|
|
42
|
Accredited Investors
Edina,
Minnesota
|
$1.18M
|
-$28.4K
|
-504
|
-2%
|
|
|
43
|
Manchester Capital Management
Manchester,
Vermont
|
$1.12M
|
+$7.66K
|
+136
|
+0.7%
|
|
|
44
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.08M
|
–
|
–
|
–
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$1.07M
|
+$54.4K
|
+966
|
+5%
|
|
|
46
|
FundX Investment Group
San Francisco,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
47
|
Evercore Wealth Management
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
48
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1.01M
|
+$1.8K
|
+32
|
+0.2%
|
|
|
49
|
Gould Asset Management
Claremont,
California
|
$972K
|
+$56.9K
|
+1,010
|
+6%
|
|
|
50
|
Bailard
Foster City,
California
|
$962K
|
-$20.3K
|
-360
|
-2%
|
|
