|
51
|
Evercore Wealth Management
New York
|
$480K
|
–
|
–
|
–
|
|
|
52
|
Legacy Private Trust
Neenah,
Wisconsin
|
$410K
|
–
|
–
|
–
|
|
|
53
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$406K
|
–
|
–
|
–
|
|
|
54
|
MSI Financial Services
Springfield,
Massachusetts
|
$356K
|
-$349K
|
-18,030
|
-50%
|
|
|
55
|
Brighton Jones LLC
Seattle,
Washington
|
$343K
|
+$30.7K
|
+1,585
|
+10%
|
|
|
56
|
First Allied Advisory Services
San Diego,
California
|
$284K
|
+$276K
|
+14,265
|
New
|
|
|
57
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$278K
|
–
|
–
|
–
|
|
|
58
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$269K
|
–
|
–
|
–
|
|
|
59
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$269K
|
+$70.1K
|
+3,620
|
+36%
|
|
|
60
|
VSR Financial Services
Overland Park,
Kansas
|
$261K
|
+$255K
|
+13,170
|
New
|
|
|
61
|
Confluence Wealth Management
Portland,
Oregon
|
$240K
|
+$234K
|
+12,075
|
New
|
|
|
62
|
Placemark Investments
Chicago,
Illinois
|
$231K
|
-$645K
|
-33,310
|
-74%
|
|
|
63
|
1st Global Advisors
Dallas,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$213K
|
+$199K
|
+10,255
|
+2,051%
|
|
|
65
|
Private Trust Company
Cleveland,
Ohio
|
$178K
|
-$13.9K
|
-720
|
-7%
|
|
|
66
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$171K
|
–
|
–
|
–
|
|
|
67
|
|
$135K
|
-$81.1K
|
-4,190
|
-38%
|
|
|
68
|
Washington Trust Bank
Spokane,
Washington
|
$119K
|
+$116K
|
+6,000
|
New
|
|
|
69
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$109K
|
-$97
|
-5
|
-0.1%
|
|
|
70
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$95.3K
|
–
|
–
|
–
|
|
|
71
|
Litman Gregory Wealth Management
Larkspur,
California
|
$90K
|
–
|
–
|
–
|
|
|
72
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$80K
|
–
|
–
|
–
|
|
|
73
|
|
$79K
|
+$3.68K
|
+190
|
+5%
|
|
|
74
|
Brown Brothers Harriman & Co
New York
|
$52K
|
+$50.8K
|
+2,625
|
New
|
|
|
75
|
Central Trust Company
Jefferson City,
Missouri
|
$40K
|
-$94.3K
|
-4,870
|
-71%
|
|
