|
26
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.17M
|
+$370K
|
+6,303
|
+13%
|
|
|
27
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$3.03M
|
+$50.2K
|
+856
|
+2%
|
|
|
28
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.95M
|
+$352K
|
+6,005
|
+14%
|
|
|
29
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$2.71M
|
–
|
–
|
–
|
|
|
30
|
Seven Post Investment Office
San Francisco,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
31
|
Leavell Investment Management
Mobile,
Alabama
|
$2.37M
|
+$19.3K
|
+330
|
+0.8%
|
|
|
32
|
AllianceBernstein
Nashville,
Tennessee
|
$2.35M
|
–
|
–
|
–
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$2.24M
|
+$22.5K
|
+384
|
+1%
|
|
|
34
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$2.22M
|
-$216K
|
-3,680
|
-9%
|
|
|
35
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.03M
|
–
|
–
|
–
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.02M
|
+$45.4K
|
+774
|
+2%
|
|
|
37
|
Bluefin Capital Management
New York
|
$1.9M
|
+$1.87M
|
+31,932
|
New
|
|
|
38
|
Cetera Advisor Networks
El Segundo,
California
|
$1.6M
|
+$626K
|
+10,672
|
+66%
|
|
|
39
|
|
$1.56M
|
+$1.1M
|
+18,833
|
+260%
|
|
|
40
|
Empirical Wealth Management
Seattle,
Washington
|
$1.44M
|
-$335K
|
-5,714
|
-19%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.3M
|
-$50.5K
|
-862
|
-4%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$1.25M
|
+$74.7K
|
+1,274
|
+6%
|
|
|
43
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.17M
|
+$704
|
+12
|
+0.1%
|
|
|
44
|
Bridgewater Advisors
New York
|
$1.17M
|
+$286K
|
+4,875
|
+33%
|
|
|
45
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$945K
|
+$920K
|
+15,696
|
New
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$940K
|
-$143K
|
-2,443
|
-13%
|
|
|
47
|
Signature Financial Management
Norfolk,
Virginia
|
$891K
|
-$15.1K
|
-258
|
-2%
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$863K
|
-$130K
|
-2,219
|
-13%
|
|
|
49
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$802K
|
+$174K
|
+2,960
|
+28%
|
|
|
50
|
Choate Investment Advisors
Boston,
Massachusetts
|
$788K
|
+$267K
|
+4,553
|
+53%
|
|
