|
51
|
Evercore Wealth Management
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
52
|
Bailard
Foster City,
California
|
$1.08M
|
+$58.4K
|
+996
|
+6%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
-$2.17M
|
-36,922
|
-68%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$989K
|
+$313K
|
+5,340
|
+48%
|
|
|
55
|
William Blair & Company
Chicago,
Illinois
|
$984K
|
–
|
–
|
–
|
|
|
56
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$959K
|
-$105K
|
-1,790
|
-10%
|
|
|
57
|
Commerce Bank
Kansas City,
Missouri
|
$945K
|
–
|
–
|
–
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$864K
|
+$69.9K
|
+1,192
|
+9%
|
|
|
59
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$822K
|
+$13.5K
|
+230
|
+2%
|
|
|
60
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$819K
|
+$50.9K
|
+868
|
+7%
|
|
|
61
|
United Capital Financial Advisors
Irving,
Texas
|
$812K
|
–
|
–
|
–
|
|
|
62
|
US Bancorp
Minneapolis,
Minnesota
|
$796K
|
-$32.3K
|
-550
|
-4%
|
|
|
63
|
Private Advisor Group
Morristown,
New Jersey
|
$794K
|
+$534K
|
+9,106
|
+217%
|
|
|
64
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$793K
|
+$779K
|
+13,282
|
New
|
|
|
65
|
Avantax Planning Partners
Dubuque,
Iowa
|
$788K
|
–
|
–
|
–
|
|
|
66
|
Cetera Advisors
Denver,
Colorado
|
$753K
|
+$119K
|
+2,028
|
+19%
|
|
|
67
|
Cetera Advisor Networks
El Segundo,
California
|
$708K
|
+$83.4K
|
+1,422
|
+14%
|
|
|
68
|
Glenview Trust
Louisville,
Kentucky
|
$703K
|
–
|
–
|
–
|
|
|
69
|
Coldstream Capital Management
Bellevue,
Washington
|
$684K
|
+$1.17K
|
+20
|
+0.2%
|
|
|
70
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$677K
|
-$35.2K
|
-600
|
-5%
|
|
|
71
|
Baker Avenue Asset Management
San Francisco,
California
|
$665K
|
-$73.3K
|
-1,250
|
-10%
|
|
|
72
|
WealthTrust Fairport
Cleveland,
Ohio
|
$653K
|
+$286K
|
+4,868
|
+80%
|
|
|
73
|
NorthRock Partners
Minneapolis,
Minnesota
|
$627K
|
+$75.1K
|
+1,280
|
+14%
|
|
|
74
|
Regions Financial Corp
Birmingham,
Alabama
|
$624K
|
-$14.7K
|
-250
|
-2%
|
|
|
75
|
Colony Group
Boston,
Massachusetts
|
$585K
|
+$73.3K
|
+1,250
|
+15%
|
|
