|
26
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$18.8M
|
-$740K
|
-6,387
|
-4%
|
|
|
27
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$17.4M
|
-$73.7K
|
-636
|
-0.4%
|
|
|
28
|
State Street
Boston,
Massachusetts
|
$15.9M
|
+$350K
|
+3,016
|
+2%
|
|
|
29
|
Simmons Bank
Pine Bluff,
Arkansas
|
$15.7M
|
+$1.53M
|
+13,186
|
+11%
|
|
|
30
|
Webster Bank
Waterbury,
Connecticut
|
$15.7M
|
+$373K
|
+3,216
|
+2%
|
|
|
31
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$14.6M
|
+$5.68K
|
+49
|
+0%
|
|
|
32
|
SVB Wealth
Boston,
Massachusetts
|
$14.5M
|
+$281K
|
+2,421
|
+2%
|
|
|
33
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$13.8M
|
-$807K
|
-6,960
|
-5%
|
|
|
34
|
United Capital Financial Advisors
Irving,
Texas
|
$13.7M
|
-$330K
|
-2,847
|
-2%
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.5M
|
+$966K
|
+8,336
|
+8%
|
|
|
36
|
Graypoint LLC
Albany,
New York
|
$12.3M
|
-$766K
|
-6,609
|
-6%
|
|
|
37
|
BOK Financial
Tulsa,
Oklahoma
|
$12.3M
|
+$12.3M
|
+106,444
|
New
|
|
|
38
|
Comerica Bank
Dallas,
Texas
|
$11.9M
|
+$355K
|
+3,064
|
+3%
|
|
|
39
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$11.9M
|
+$227K
|
+1,956
|
+2%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$1.26M
|
-10,872
|
-10%
|
|
|
41
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$11.4M
|
+$329K
|
+2,835
|
+3%
|
|
|
42
|
UMB Bank
Kansas City,
Missouri
|
$11.4M
|
+$1.39M
|
+12,005
|
+14%
|
|
|
43
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$10.9M
|
+$725K
|
+6,252
|
+7%
|
|
|
44
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$9.58M
|
-$311K
|
-2,684
|
-3%
|
|
|
45
|
|
$9M
|
+$912K
|
+7,867
|
+11%
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$8.33M
|
+$360K
|
+3,105
|
+4%
|
|
|
47
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$7.86M
|
–
|
–
|
–
|
|
|
48
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7.79M
|
-$34.1K
|
-294
|
-0.4%
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.73M
|
+$186K
|
+1,602
|
+2%
|
|
|
50
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.38M
|
+$152K
|
+1,313
|
+2%
|
|
