|
51
|
Bartlett & Co
Cincinnati,
Ohio
|
$604K
|
-$23.9K
|
-1,500
|
-4%
|
|
|
52
|
WhitTier Trust Company
Reno,
Nevada
|
$603K
|
-$391K
|
-24,552
|
-39%
|
|
|
53
|
Private Wealth Partners
Mill Valley,
California
|
$596K
|
–
|
–
|
–
|
|
|
54
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$581K
|
+$197K
|
+12,393
|
+50%
|
|
|
55
|
Main Management
San Francisco,
California
|
$574K
|
–
|
–
|
–
|
|
|
56
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$557K
|
-$1.7M
|
-106,927
|
-75%
|
|
|
57
|
HighTower Advisors
Chicago,
Illinois
|
$543K
|
–
|
–
|
–
|
|
|
58
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$540K
|
–
|
–
|
–
|
|
|
59
|
TriaGen Wealth Management
Calabasas,
California
|
$534K
|
–
|
–
|
–
|
|
|
60
|
Tiedemann Advisors
New York
|
$526K
|
+$533K
|
+33,514
|
New
|
|
|
61
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$492K
|
-$37.8K
|
-2,372
|
-7%
|
|
|
62
|
Oder Investment Management
Woodland Hills,
California
|
$487K
|
+$11.9K
|
+749
|
+2%
|
|
|
63
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$444K
|
–
|
–
|
–
|
|
|
64
|
Stifel Financial
St. Louis,
Missouri
|
$417K
|
-$11.2K
|
-701
|
-3%
|
|
|
65
|
Evergreen Capital Management
Bellevue,
Washington
|
$387K
|
+$37.2K
|
+2,340
|
+10%
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$369K
|
+$169K
|
+10,622
|
+83%
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$357K
|
–
|
–
|
–
|
|
|
68
|
Parallel Advisors
San Francisco,
California
|
$333K
|
–
|
–
|
–
|
|
|
69
|
First American Trust
Santa Ana,
California
|
$329K
|
–
|
–
|
–
|
|
|
70
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$324K
|
+$111
|
+7
|
+0%
|
|
|
71
|
Choate Investment Advisors
Boston,
Massachusetts
|
$322K
|
–
|
–
|
–
|
|
|
72
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$322K
|
–
|
–
|
–
|
|
|
73
|
Running Point Capital Advisors
El Segundo,
California
|
$314K
|
–
|
–
|
–
|
|
|
74
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$306K
|
-$747K
|
-46,922
|
-71%
|
|
|
75
|
World Investment Advisors
Santa Barbara,
California
|
$291K
|
–
|
–
|
–
|
|
