|
51
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.14M
|
-$9.95K
|
-165
|
-0.3%
|
|
|
52
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.05M
|
-$171K
|
-2,843
|
-5%
|
|
|
53
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.04M
|
-$1.66M
|
-27,500
|
-35%
|
|
|
54
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.91M
|
+$14.8K
|
+245
|
+0.5%
|
|
|
55
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.9M
|
-$289K
|
-4,799
|
-9%
|
|
|
56
|
Seven Post Investment Office
San Francisco,
California
|
$2.85M
|
–
|
–
|
–
|
|
|
57
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$2.83M
|
+$2.8M
|
+46,500
|
New
|
|
|
58
|
|
$2.62M
|
-$158K
|
-2,612
|
-6%
|
|
|
59
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.6M
|
+$267K
|
+4,425
|
+12%
|
|
|
60
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.55M
|
-$482K
|
-7,996
|
-16%
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$2.29M
|
+$256K
|
+4,239
|
+13%
|
|
|
62
|
SII Investments
Appleton,
Wisconsin
|
$2.26M
|
+$734K
|
+12,165
|
+49%
|
|
|
63
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.16M
|
+$954K
|
+15,815
|
+80%
|
|
|
64
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.06M
|
–
|
–
|
–
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2M
|
+$980K
|
+16,249
|
+98%
|
|
|
66
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.98M
|
-$292K
|
-4,835
|
-13%
|
|
|
67
|
Private Advisor Group
Morristown,
New Jersey
|
$1.93M
|
-$202K
|
-3,355
|
-10%
|
|
|
68
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.91M
|
–
|
–
|
–
|
|
|
69
|
Advisor Group
Phoenix,
Arizona
|
$1.83M
|
-$50.5K
|
-837
|
-3%
|
|
|
70
|
AllSquare Wealth Management
Albany,
New York
|
$1.82M
|
-$56.2K
|
-932
|
-3%
|
|
|
71
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$1.76M
|
+$344K
|
+5,706
|
+25%
|
|
|
72
|
Bangor Savings Bank
Bangor,
Maine
|
$1.69M
|
+$66.4K
|
+1,100
|
+4%
|
|
|
73
|
HighTower Trust
Houston,
Texas
|
$1.58M
|
-$179K
|
-2,963
|
-10%
|
|
|
74
|
Northern Trust
Chicago,
Illinois
|
$1.56M
|
+$1.55M
|
+25,667
|
New
|
|
|
75
|
SG Americas Securities
New York
|
$1.54M
|
+$19.8K
|
+328
|
+1%
|
|
