|
26
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$2.7M
|
+$2.62M
|
+45,500
|
New
|
|
|
27
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.58M
|
+$412K
|
+7,156
|
+20%
|
|
|
28
|
Seven Post Investment Office
San Francisco,
California
|
$2.44M
|
–
|
–
|
–
|
|
|
29
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$2.43M
|
-$177K
|
-3,080
|
-7%
|
|
|
30
|
Leavell Investment Management
Mobile,
Alabama
|
$2.34M
|
+$15.1K
|
+262
|
+0.7%
|
|
|
31
|
AllianceBernstein
Nashville,
Tennessee
|
$2.34M
|
+$2.26M
|
+39,345
|
New
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$2.21M
|
+$133K
|
+2,319
|
+7%
|
|
|
33
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.02M
|
–
|
–
|
–
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.97M
|
-$4.94M
|
-85,850
|
-72%
|
|
|
35
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.92M
|
–
|
–
|
–
|
|
|
36
|
Empirical Wealth Management
Seattle,
Washington
|
$1.77M
|
-$45.3K
|
-787
|
-3%
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.35M
|
+$230
|
+4
|
+0%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$1.17M
|
+$54.4K
|
+946
|
+5%
|
|
|
39
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.16M
|
-$118K
|
-2,058
|
-10%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.08M
|
+$259K
|
+4,492
|
+33%
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$999K
|
+$522K
|
+9,075
|
+116%
|
|
|
42
|
Natixis Advisors
Boston,
Massachusetts
|
$999K
|
+$968K
|
+16,815
|
New
|
|
|
43
|
Cetera Advisor Networks
El Segundo,
California
|
$957K
|
+$103K
|
+1,784
|
+12%
|
|
|
44
|
|
$933K
|
–
|
–
|
–
|
|
|
45
|
Signature Financial Management
Norfolk,
Virginia
|
$902K
|
-$3.34K
|
-58
|
-0.4%
|
|
|
46
|
Sigma Investment Management
Portland,
Oregon
|
$875K
|
–
|
–
|
–
|
|
|
47
|
Bridgewater Advisors
New York
|
$873K
|
+$845K
|
+14,690
|
New
|
|
|
48
|
Comerica Bank
Dallas,
Texas
|
$772K
|
-$57.5K
|
-1,000
|
-7%
|
|
|
49
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$740K
|
+$717K
|
+12,454
|
New
|
|
|
50
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$721K
|
+$699K
|
+12,142
|
New
|
|
