|
51
|
United Capital Financial Advisors
Irving,
Texas
|
$4.35M
|
+$3.76M
|
+62,173
|
+684%
|
|
|
52
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.31M
|
+$4.27M
|
+70,712
|
New
|
|
|
53
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.97M
|
+$253K
|
+4,189
|
+7%
|
|
|
54
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.84M
|
-$103K
|
-1,710
|
-3%
|
|
|
55
|
Lehman Financial Resources
Media,
Pennsylvania
|
$3.72M
|
–
|
–
|
–
|
|
|
56
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.7M
|
–
|
–
|
–
|
|
|
57
|
Accredited Investors
Edina,
Minnesota
|
$3.65M
|
+$280K
|
+4,627
|
+8%
|
|
|
58
|
Freestone Capital Holdings
Seattle,
Washington
|
$3.47M
|
+$3.43M
|
+56,837
|
New
|
|
|
59
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.07M
|
-$75.5K
|
-1,250
|
-2%
|
|
|
60
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.03M
|
-$23.7K
|
-392
|
-0.8%
|
|
|
61
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.97M
|
+$1.59M
|
+26,371
|
+118%
|
|
|
62
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.94M
|
+$21.4K
|
+354
|
+0.7%
|
|
|
63
|
SEI Investments
Oaks,
Pennsylvania
|
$2.85M
|
+$2.83M
|
+46,773
|
New
|
|
|
64
|
Rathbones Group
Liverpool,
United Kingdom
|
$2.85M
|
+$235K
|
+3,885
|
+9%
|
|
|
65
|
Bangor Savings Bank
Bangor,
Maine
|
$2.75M
|
+$1.05M
|
+17,378
|
+63%
|
|
|
66
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$2.65M
|
+$2.63M
|
+43,490
|
New
|
|
|
67
|
|
$2.54M
|
-$83.9K
|
-1,388
|
-3%
|
|
|
68
|
Seven Post Investment Office
San Francisco,
California
|
$2.5M
|
-$355K
|
-5,882
|
-13%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$2.46M
|
+$165K
|
+2,726
|
+7%
|
|
|
70
|
SII Investments
Appleton,
Wisconsin
|
$2.41M
|
+$139K
|
+2,303
|
+6%
|
|
|
71
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.4M
|
-$152K
|
-2,512
|
-6%
|
|
|
72
|
SG Americas Securities
New York
|
$2.36M
|
+$810K
|
+13,405
|
+53%
|
|
|
73
|
Stifel Financial
St. Louis,
Missouri
|
$2.24M
|
+$1.67M
|
+27,595
|
+306%
|
|
|
74
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$2.23M
|
-$604K
|
-10,000
|
-22%
|
|
|
75
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.07M
|
–
|
–
|
–
|
|
