|
26
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.02M
|
+$152K
|
+2,804
|
+8%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$1.93M
|
+$772K
|
+14,204
|
+69%
|
|
|
28
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.89M
|
–
|
–
|
–
|
|
|
29
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.8M
|
+$3.26K
|
+60
|
+0.2%
|
|
|
30
|
Empirical Wealth Management
Seattle,
Washington
|
$1.7M
|
-$150K
|
-2,760
|
-8%
|
|
|
31
|
|
$1.36M
|
-$2.84M
|
-52,223
|
-68%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.26M
|
+$82.5K
|
+1,518
|
+7%
|
|
|
33
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.2M
|
+$1.17M
|
+21,596
|
New
|
|
|
34
|
Ariel Investments
Chicago,
Illinois
|
$1.18M
|
+$1.16M
|
+21,253
|
New
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$1.04M
|
+$25K
|
+459
|
+3%
|
|
|
36
|
Beacon Financial Group
Dallas,
Texas
|
$894K
|
+$552K
|
+10,150
|
New
|
|
|
37
|
|
$872K
|
–
|
–
|
–
|
|
|
38
|
Signature Financial Management
Norfolk,
Virginia
|
$848K
|
-$18K
|
-331
|
-2%
|
|
|
39
|
Sigma Investment Management
Portland,
Oregon
|
$818K
|
-$106K
|
-1,951
|
-12%
|
|
|
40
|
Cetera Advisor Networks
El Segundo,
California
|
$795K
|
+$10.9K
|
+200
|
+1%
|
|
|
41
|
Comerica Bank
Dallas,
Texas
|
$777K
|
+$761K
|
+13,989
|
New
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$762K
|
–
|
–
|
–
|
|
|
43
|
BSW Wealth Partners
Boulder,
Colorado
|
$740K
|
+$8.16K
|
+150
|
+1%
|
|
|
44
|
Ronald Blue & Co
Roswell,
Georgia
|
$698K
|
-$159K
|
-2,929
|
-19%
|
|
|
45
|
Cobblestone Capital Advisors
Rochester,
New York
|
$635K
|
+$55.2K
|
+1,015
|
+10%
|
|
|
46
|
HL Financial Services
Louisville,
Kentucky
|
$629K
|
+$163
|
+3
|
+0%
|
|
|
47
|
Bartlett & Co
Cincinnati,
Ohio
|
$624K
|
–
|
–
|
–
|
|
|
48
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$582K
|
–
|
–
|
–
|
|
|
49
|
Nomura Holdings
Tokyo,
Japan
|
$582K
|
+$570K
|
+10,485
|
New
|
|
|
50
|
|
$568K
|
+$24.6K
|
+452
|
+5%
|
|
