|
76
|
Seven Post Investment Office
San Francisco,
California
|
$3.03M
|
–
|
–
|
–
|
|
|
77
|
|
$2.95M
|
+$13.1K
|
+176
|
+0.4%
|
|
|
78
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$2.93M
|
+$63.4K
|
+850
|
+2%
|
|
|
79
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.92M
|
-$1.45M
|
-19,459
|
-33%
|
|
|
80
|
Citadel Advisors
Miami,
Florida
|
$2.77M
|
+$2.81M
|
+37,716
|
New
|
|
|
81
|
Bangor Savings Bank
Bangor,
Maine
|
$2.71M
|
+$264K
|
+3,535
|
+11%
|
|
|
82
|
Asset Dedication LLC
San Francisco,
California
|
$2.71M
|
+$2.75M
|
+36,917
|
New
|
|
|
83
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.59M
|
-$8.95K
|
-120
|
-0.3%
|
|
|
84
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.55M
|
+$2.58M
|
+34,576
|
+23,362%
|
|
|
85
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.51M
|
-$432K
|
-5,793
|
-15%
|
|
|
86
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$2.5M
|
+$182K
|
+2,435
|
+8%
|
|
|
87
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.43M
|
–
|
–
|
–
|
|
|
88
|
Cetera Advisors
Denver,
Colorado
|
$2.41M
|
+$1.94M
|
+26,009
|
+382%
|
|
|
89
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$2.36M
|
+$116K
|
+1,550
|
+5%
|
|
|
90
|
|
$2.34M
|
+$102K
|
+1,363
|
+4%
|
|
|
91
|
Iconiq Capital
San Francisco,
California
|
$2.22M
|
-$692K
|
-9,280
|
-23%
|
|
|
92
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.21M
|
+$773K
|
+10,367
|
+53%
|
|
|
93
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.21M
|
+$2.25M
|
+30,102
|
New
|
|
|
94
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.19M
|
-$24.3K
|
-326
|
-1%
|
|
|
95
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.04M
|
-$452K
|
-6,059
|
-18%
|
|
|
96
|
Leavell Investment Management
Mobile,
Alabama
|
$2.02M
|
–
|
–
|
–
|
|
|
97
|
Joel Isaacson & Co
New York
|
$1.91M
|
+$155K
|
+2,079
|
+9%
|
|
|
98
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.88M
|
+$14.2K
|
+191
|
+0.8%
|
|
|
99
|
Ritholtz Wealth Management
New York
|
$1.87M
|
+$81.3K
|
+1,090
|
+4%
|
|
|
100
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.86M
|
+$150K
|
+2,014
|
+9%
|
|
