|
51
|
Creative Planning
Overland Park,
Kansas
|
$9.21M
|
-$278K
|
-6,310
|
-3%
|
|
|
52
|
Veritable
Wilmington,
Delaware
|
$9.13M
|
+$4.87M
|
+110,449
|
+103%
|
|
|
53
|
Franklin Resources
San Mateo,
California
|
$8.98M
|
+$1.54M
|
+34,919
|
+20%
|
|
|
54
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$8.43M
|
+$8.86M
|
+200,910
|
New
|
|
|
55
|
Thiel Macro
Los Angeles,
California
|
$8.39M
|
+$8.82M
|
+200,000
|
New
|
|
|
56
|
Whittier Trust
South Pasadena,
California
|
$8.28M
|
-$1.03M
|
-23,296
|
-11%
|
|
|
57
|
Hancock Whitney
Gulfport,
Mississippi
|
$7.87M
|
+$252K
|
+5,723
|
+3%
|
|
|
58
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$7.83M
|
-$94.1K
|
-2,135
|
-1%
|
|
|
59
|
WhitTier Trust Company
Reno,
Nevada
|
$7.72M
|
-$1.08M
|
-24,578
|
-12%
|
|
|
60
|
St Louis Trust
Saint Louis,
Missouri
|
$7.67M
|
+$49K
|
+1,112
|
+0.6%
|
|
|
61
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$7.6M
|
-$3.84M
|
-86,989
|
-32%
|
|
|
62
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$7.06M
|
+$118K
|
+2,668
|
+2%
|
|
|
63
|
Bailard
Foster City,
California
|
$6.94M
|
-$108K
|
-2,440
|
-1%
|
|
|
64
|
Martin & Co
Knoxville,
Tennessee
|
$6.77M
|
-$47K
|
-1,065
|
-0.7%
|
|
|
65
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.58M
|
+$6.49M
|
+147,253
|
+1,529%
|
|
|
66
|
HSBC Holdings
London,
United Kingdom
|
$6.28M
|
+$65K
|
+1,474
|
+1%
|
|
|
67
|
Stifel Financial
St. Louis,
Missouri
|
$6.21M
|
-$18M
|
-408,266
|
-73%
|
|
|
68
|
Tolleson Wealth Management
Dallas,
Texas
|
$5.88M
|
+$6.18M
|
+140,071
|
New
|
|
|
69
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$5.56M
|
+$5.43M
|
+123,260
|
+1,328%
|
|
|
70
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.25M
|
-$2.23M
|
-50,547
|
-29%
|
|
|
71
|
Aspiriant LLC
Los Angeles,
California
|
$5.01M
|
-$6.22K
|
-141
|
-0.1%
|
|
|
72
|
Ausdal Financial Partners
Davenport,
Iowa
|
$4.95M
|
+$5.01M
|
+113,537
|
+2,546%
|
|
|
73
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.92M
|
+$4.91M
|
+111,364
|
+1,896%
|
|
|
74
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$4.88M
|
+$1.11M
|
+25,094
|
+28%
|
|
|
75
|
Todd Asset Management
Louisville,
Kentucky
|
$4.72M
|
+$4.07M
|
+92,398
|
+459%
|
|
