|
26
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.92M
|
+$93.2K
|
+1,535
|
+2%
|
|
|
27
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.72M
|
+$406K
|
+6,678
|
+13%
|
|
|
28
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$3.19M
|
+$24.8K
|
+409
|
+0.8%
|
|
|
29
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.11M
|
+$33.8K
|
+557
|
+1%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$2.74M
|
+$391K
|
+6,436
|
+17%
|
|
|
31
|
Leavell Investment Management
Mobile,
Alabama
|
$2.55M
|
+$81.5K
|
+1,342
|
+3%
|
|
|
32
|
AllianceBernstein
Nashville,
Tennessee
|
$2.45M
|
–
|
–
|
–
|
|
|
33
|
Seven Post Investment Office
San Francisco,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
34
|
Cetera Advisor Networks
El Segundo,
California
|
$2.34M
|
+$656K
|
+10,801
|
+40%
|
|
|
35
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$2.21M
|
-$101K
|
-1,655
|
-4%
|
|
|
36
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.12M
|
–
|
–
|
–
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.09M
|
-$18.2K
|
-300
|
-0.9%
|
|
|
38
|
|
$2.04M
|
+$1.57M
|
+25,835
|
+372%
|
|
|
39
|
|
$1.8M
|
+$170K
|
+2,797
|
+11%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$1.52M
|
+$220K
|
+3,622
|
+17%
|
|
|
41
|
Empirical Wealth Management
Seattle,
Washington
|
$1.48M
|
-$18.4K
|
-303
|
-1%
|
|
|
42
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.38M
|
+$21.4K
|
+352
|
+2%
|
|
|
43
|
Bridgewater Advisors
New York
|
$1.25M
|
+$26.4K
|
+435
|
+2%
|
|
|
44
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.22M
|
+$6.86K
|
+113
|
+0.6%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.19M
|
+$396K
|
+6,512
|
+52%
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$1.15M
|
+$691K
|
+11,375
|
+160%
|
|
|
47
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$981K
|
–
|
–
|
–
|
|
|
48
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$977K
|
–
|
–
|
–
|
|
|
49
|
Huntington National Bank
Columbus,
Ohio
|
$965K
|
–
|
–
|
–
|
|
|
50
|
Signature Financial Management
Norfolk,
Virginia
|
$938K
|
+$8.75K
|
+144
|
+1%
|
|
