|
51
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$1.4M
|
-$106K
|
-4,162
|
-7%
|
|
|
52
|
Summit Asset Management
Memphis,
Tennessee
|
$1.33M
|
+$13K
|
+511
|
+1%
|
|
|
53
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.08M
|
-$232K
|
-9,140
|
-18%
|
|
|
54
|
M&T Bank
Buffalo,
New York
|
$825K
|
-$111K
|
-4,380
|
-12%
|
|
|
55
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$730K
|
–
|
–
|
–
|
|
|
56
|
Northern Trust
Chicago,
Illinois
|
$709K
|
+$697K
|
+27,490
|
New
|
|
|
57
|
SOL Capital Management
Rockville,
Maryland
|
$698K
|
+$50.7K
|
+2,000
|
+19%
|
|
|
58
|
Suntrust Banks
Atlanta,
Georgia
|
$599K
|
-$21.5K
|
-846
|
-4%
|
|
|
59
|
Aspiriant LLC
Los Angeles,
California
|
$483K
|
+$475K
|
+18,740
|
New
|
|
|
60
|
BB&T Securities
Richmond,
Virginia
|
$476K
|
-$184K
|
-7,262
|
-28%
|
|
|
61
|
Carret Asset Management
New York
|
$410K
|
+$15.2K
|
+600
|
+4%
|
|
|
62
|
Kings Point Capital Management
Great Neck,
New York
|
$402K
|
+$24.1K
|
+950
|
+6%
|
|
|
63
|
Bank of New York Mellon
New York
|
$358K
|
+$352K
|
+13,887
|
New
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$350K
|
+$183K
|
+7,232
|
+114%
|
|
|
65
|
Comerica Bank
Dallas,
Texas
|
$325K
|
-$137K
|
-5,400
|
-30%
|
|
|
66
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$301K
|
–
|
–
|
–
|
|
|
67
|
Guggenheim Capital
Chicago,
Illinois
|
$292K
|
-$57.3K
|
-2,260
|
-17%
|
|
|
68
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$287K
|
+$65.3K
|
+2,575
|
+30%
|
|
|
69
|
Argentus Capital Management
Dallas,
Texas
|
$268K
|
-$220K
|
-8,693
|
-46%
|
|
|
70
|
Partnervest Advisory Services
Santa Barbara,
California
|
$258K
|
+$254K
|
+10,017
|
New
|
|
|
71
|
William Blair & Company
Chicago,
Illinois
|
$256K
|
+$5.48K
|
+216
|
+2%
|
|
|
72
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$229K
|
–
|
–
|
–
|
|
|
73
|
Cetera Advisors
Denver,
Colorado
|
$225K
|
-$47K
|
-1,854
|
-18%
|
|
|
74
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
75
|
MSI Financial Services
Springfield,
Massachusetts
|
$214K
|
+$48.5K
|
+1,914
|
+30%
|
|
