|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.71M
|
-$587K
|
-8,714
|
-19%
|
|
|
52
|
Empirical Wealth Management
Seattle,
Washington
|
$2.7M
|
+$149K
|
+2,216
|
+6%
|
|
|
53
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.68M
|
+$13.1K
|
+194
|
+0.5%
|
|
|
54
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.53M
|
-$788K
|
-11,691
|
-25%
|
|
|
55
|
Stratford Consulting
Addison,
Texas
|
$2.33M
|
-$1.75K
|
-26
|
-0.1%
|
|
|
56
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2.29M
|
-$89.5K
|
-1,327
|
-4%
|
|
|
57
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.15M
|
+$9.17K
|
+136
|
+0.5%
|
|
|
58
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$2.08M
|
+$18.9K
|
+280
|
+1%
|
|
|
59
|
United Capital Financial Advisors
Irving,
Texas
|
$2.08M
|
+$12.7K
|
+188
|
+0.6%
|
|
|
60
|
CPWM LLC
Seattle,
Washington
|
$2.07M
|
+$48.1K
|
+714
|
+3%
|
|
|
61
|
Unison Advisors
Washington,
District of Columbia
|
$2.06M
|
+$41.3K
|
+613
|
+2%
|
|
|
62
|
Smart Money Group
Eastland,
Texas
|
$1.83M
|
+$529K
|
+7,840
|
+44%
|
|
|
63
|
Cerity Partners OCIO
New York
|
$1.73M
|
-$8.29K
|
-123
|
-0.5%
|
|
|
64
|
|
$1.73M
|
-$909K
|
-13,487
|
-36%
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$1.67M
|
+$84K
|
+1,246
|
+6%
|
|
|
66
|
Credit Suisse
Zurich,
Switzerland
|
$1.65M
|
+$1.56M
|
+23,207
|
New
|
|
|
67
|
Parkside Advisors
Berkeley,
California
|
$1.54M
|
-$619K
|
-9,183
|
-30%
|
|
|
68
|
GW & Wade
Wellesley,
Massachusetts
|
$1.51M
|
-$45.2K
|
-671
|
-3%
|
|
|
69
|
Tortoise Investment Management
White Plains,
New York
|
$1.43M
|
-$33.7K
|
-500
|
-2%
|
|
|
70
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.35M
|
+$1.28M
|
+19,017
|
New
|
|
|
71
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.32M
|
-$8.16K
|
-121
|
-0.6%
|
|
|
72
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.29M
|
+$61.4K
|
+910
|
+5%
|
|
|
73
|
MML Investors Services
Springfield,
Massachusetts
|
$1.28M
|
-$1.43M
|
-21,150
|
-54%
|
|
|
74
|
Monterey Private Wealth
Monterey,
California
|
$1.28M
|
+$1.21M
|
+17,969
|
New
|
|
|
75
|
Davenport & Co
Richmond,
Virginia
|
$1.25M
|
+$307K
|
+4,550
|
+35%
|
|
