|
76
|
Tortoise Investment Management
White Plains,
New York
|
$4M
|
+$349K
|
+4,635
|
+10%
|
|
|
77
|
Parkwood LLC
Cleveland,
Ohio
|
$3.98M
|
+$3.95M
|
+52,500
|
New
|
|
|
78
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$3.92M
|
+$492K
|
+6,540
|
+14%
|
|
|
79
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.85M
|
+$485K
|
+6,448
|
+15%
|
|
|
80
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.36M
|
+$1.24M
|
+16,426
|
+59%
|
|
|
81
|
M&T Bank
Buffalo,
New York
|
$3.29M
|
+$83.8K
|
+1,114
|
+3%
|
|
|
82
|
Seven Post Investment Office
San Francisco,
California
|
$3.22M
|
+$81.7K
|
+1,086
|
+3%
|
|
|
83
|
Cetera Advisors
Denver,
Colorado
|
$3.18M
|
+$686K
|
+9,117
|
+28%
|
|
|
84
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$3.09M
|
+$643K
|
+8,540
|
+27%
|
|
|
85
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$3.03M
|
–
|
–
|
–
|
|
|
86
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$3M
|
+$419K
|
+5,564
|
+16%
|
|
|
87
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.97M
|
-$121K
|
-1,608
|
-4%
|
|
|
88
|
Bangor Savings Bank
Bangor,
Maine
|
$2.93M
|
+$124K
|
+1,653
|
+4%
|
|
|
89
|
|
$2.87M
|
-$26.6M
|
-353,914
|
-90%
|
|
|
90
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.78M
|
+$851K
|
+11,301
|
+45%
|
|
|
91
|
MML Investors Services
Springfield,
Massachusetts
|
$2.73M
|
+$888K
|
+11,795
|
+49%
|
|
|
92
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.68M
|
–
|
–
|
–
|
|
|
93
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.63M
|
+$36.8K
|
+489
|
+1%
|
|
|
94
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.57M
|
+$653K
|
+8,676
|
+34%
|
|
|
95
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.55M
|
+$281K
|
+3,731
|
+13%
|
|
|
96
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.52M
|
–
|
–
|
–
|
|
|
97
|
Asset Dedication LLC
San Francisco,
California
|
$2.5M
|
-$300K
|
-3,981
|
-11%
|
|
|
98
|
|
$2.41M
|
-$9.78K
|
-130
|
-0.4%
|
|
|
99
|
Iconiq Capital
San Francisco,
California
|
$2.36M
|
+$49.3K
|
+655
|
+2%
|
|
|
100
|
Joel Isaacson & Co
New York
|
$2.11M
|
+$133K
|
+1,761
|
+7%
|
|
