|
51
|
Seven Post Investment Office
San Francisco,
California
|
$2.72M
|
+$58K
|
+1,000
|
+2%
|
|
|
52
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$2.69M
|
+$27.3K
|
+471
|
+1%
|
|
|
53
|
|
$2.65M
|
-$217K
|
-3,740
|
-8%
|
|
|
54
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.23M
|
+$298K
|
+5,140
|
+15%
|
|
|
55
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.17M
|
+$2.17M
|
+37,339
|
New
|
|
|
56
|
Ameriprise
Minneapolis,
Minnesota
|
$2.09M
|
-$238K
|
-4,095
|
-10%
|
|
|
57
|
Private Advisor Group
Morristown,
New Jersey
|
$2.04M
|
-$211K
|
-3,630
|
-9%
|
|
|
58
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.97M
|
–
|
–
|
–
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$1.94M
|
+$5.98K
|
+103
|
+0.3%
|
|
|
60
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.82M
|
-$157K
|
-2,710
|
-8%
|
|
|
61
|
Advisor Group
Phoenix,
Arizona
|
$1.79M
|
+$1.79M
|
+30,917
|
New
|
|
|
62
|
AllSquare Wealth Management
Albany,
New York
|
$1.79M
|
-$295K
|
-5,078
|
-14%
|
|
|
63
|
|
$1.7M
|
+$1.46M
|
+25,099
|
+601%
|
|
|
64
|
HighTower Trust
Houston,
Texas
|
$1.68M
|
-$97.9K
|
-1,688
|
-6%
|
|
|
65
|
Bangor Savings Bank
Bangor,
Maine
|
$1.55M
|
+$204K
|
+3,520
|
+15%
|
|
|
66
|
Neumann Capital Management
Foster City,
California
|
$1.52M
|
+$1.16K
|
+20
|
+0.1%
|
|
|
67
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.47M
|
+$632K
|
+10,896
|
+75%
|
|
|
68
|
SII Investments
Appleton,
Wisconsin
|
$1.46M
|
+$792K
|
+13,652
|
+119%
|
|
|
69
|
SG Americas Securities
New York
|
$1.45M
|
+$1.45M
|
+25,000
|
New
|
|
|
70
|
|
$1.45M
|
+$1.45M
|
+25,000
|
New
|
|
|
71
|
Old Mission Capital
Chicago,
Illinois
|
$1.44M
|
+$1.44M
|
+24,759
|
New
|
|
|
72
|
Sarasin & Partners
London,
United Kingdom
|
$1.39M
|
+$690K
|
+11,900
|
+98%
|
|
|
73
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$1.35M
|
+$125K
|
+2,162
|
+10%
|
|
|
74
|
Comerica Securities
Detroit,
Michigan
|
$1.33M
|
–
|
–
|
–
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.28M
|
-$227K
|
-3,907
|
-15%
|
|
