|
101
|
Novare Capital Management
Charlotte,
North Carolina
|
$16.7M
|
-$220K
|
-6,552
|
-1%
|
|
|
102
|
Sentinel Trust
Houston,
Texas
|
$16.6M
|
–
|
–
|
–
|
|
|
103
|
Stewart West Indies Trading Company
Boulder,
Colorado
|
$15.7M
|
–
|
–
|
–
|
|
|
104
|
SRB Corp
Boston,
Massachusetts
|
$15.6M
|
–
|
–
|
–
|
|
|
105
|
Bank of New York Mellon
New York
|
$15.5M
|
+$428K
|
+12,770
|
+3%
|
|
|
106
|
MAI Capital Management
Independence,
Ohio
|
$15.4M
|
+$622K
|
+18,551
|
+4%
|
|
|
107
|
RR Advisors
Dallas,
Texas
|
$15.3M
|
+$9.38M
|
+280,000
|
+151%
|
|
|
108
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$15.1M
|
+$190K
|
+5,659
|
+1%
|
|
|
109
|
|
$14.9M
|
+$15.2M
|
+452,520
|
New
|
|
|
110
|
Evercore Wealth Management
New York
|
$14.8M
|
-$1.32M
|
-39,515
|
-8%
|
|
|
111
|
C.V. Starr & Co Trust
New York
|
$14.8M
|
–
|
–
|
–
|
|
|
112
|
LPL Financial
San Diego,
California
|
$14.7M
|
-$571K
|
-17,042
|
-4%
|
|
|
113
|
Nuveen
Charlotte,
North Carolina
|
$14.7M
|
+$10.6M
|
+316,823
|
+247%
|
|
|
114
|
United Services Automobile Association
San Antonio,
Texas
|
$14.5M
|
-$80.4K
|
-2,400
|
-0.5%
|
|
|
115
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$14.5M
|
+$14.8M
|
+440,376
|
New
|
|
|
116
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$14.5M
|
+$7.48M
|
+223,400
|
+103%
|
|
|
117
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$13.6M
|
-$418K
|
-12,484
|
-3%
|
|
|
118
|
Evergreen Capital Management
Bellevue,
Washington
|
$13.6M
|
+$4.18M
|
+124,791
|
+44%
|
|
|
119
|
Barings
Charlotte,
North Carolina
|
$12.8M
|
+$385K
|
+11,500
|
+3%
|
|
|
120
|
Hollow Brook Wealth Management
Katonah,
New York
|
$12.7M
|
+$5.06M
|
+150,998
|
+65%
|
|
|
121
|
WMS Partners
Towson,
Maryland
|
$12.6M
|
+$8.88K
|
+265
|
+0.1%
|
|
|
122
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$12.5M
|
+$288K
|
+8,600
|
+2%
|
|
|
123
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$12.4M
|
+$4.03M
|
+120,385
|
+47%
|
|
|
124
|
Moors & Cabot
Boston,
Massachusetts
|
$12.2M
|
-$319K
|
-9,531
|
-3%
|
|
|
125
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.8M
|
+$703K
|
+20,989
|
+6%
|
|
