|
26
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$16M
|
-$657K
|
-5,631
|
-4%
|
|
|
27
|
State Street
Boston,
Massachusetts
|
$14.2M
|
-$1.18M
|
-10,137
|
-8%
|
|
|
28
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$14M
|
+$3.29M
|
+28,249
|
+31%
|
|
|
29
|
SVB Wealth
Boston,
Massachusetts
|
$13.5M
|
+$775K
|
+6,649
|
+6%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
-$1.53M
|
-13,148
|
-10%
|
|
|
31
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$13.2M
|
–
|
–
|
–
|
|
|
32
|
Advisor OS
Chicago,
Illinois
|
$13.2M
|
+$13.1M
|
+112,097
|
New
|
|
|
33
|
Washington Trust
Westerly,
Rhode Island
|
$13.1M
|
+$543K
|
+4,657
|
+4%
|
|
|
34
|
United Capital Financial Advisors
Irving,
Texas
|
$13M
|
-$816K
|
-6,994
|
-6%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.8M
|
-$7.02M
|
-60,240
|
-36%
|
|
|
36
|
Davenport & Co
Richmond,
Virginia
|
$12.4M
|
+$87.5K
|
+750
|
+0.7%
|
|
|
37
|
BOK Financial
Tulsa,
Oklahoma
|
$12M
|
-$1.04M
|
-8,917
|
-8%
|
|
|
38
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$11.9M
|
-$236K
|
-2,020
|
-2%
|
|
|
39
|
Jordan Park Group
San Francisco,
California
|
$11.6M
|
+$63.1K
|
+541
|
+0.6%
|
|
|
40
|
Webster Bank
Waterbury,
Connecticut
|
$11.4M
|
+$1.53M
|
+13,097
|
+16%
|
|
|
41
|
Simmons Bank
Pine Bluff,
Arkansas
|
$11.3M
|
-$934K
|
-8,012
|
-8%
|
|
|
42
|
UMB Bank
Kansas City,
Missouri
|
$11M
|
-$139K
|
-1,194
|
-1%
|
|
|
43
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$10.8M
|
-$2.9M
|
-24,843
|
-21%
|
|
|
44
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$10.1M
|
+$730K
|
+6,258
|
+8%
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.89M
|
-$2.74M
|
-23,533
|
-22%
|
|
|
46
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$9.46M
|
+$8.12M
|
+69,641
|
+650%
|
|
|
47
|
Comerica Bank
Dallas,
Texas
|
$9.46M
|
+$243K
|
+2,084
|
+3%
|
|
|
48
|
Global Financial Private Capital
Sarasota,
Florida
|
$8.88M
|
-$6.36M
|
-54,537
|
-42%
|
|
|
49
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$8.73M
|
+$983K
|
+8,428
|
+13%
|
|
|
50
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$8.02M
|
+$1.04M
|
+8,931
|
+15%
|
|
