|
76
|
Spinnaker Trust
Portland,
Maine
|
$18.3M
|
+$666K
|
+22,019
|
+4%
|
|
|
77
|
3EDGE Asset Management
Naples,
Florida
|
$17.1M
|
-$2.86M
|
-94,717
|
-14%
|
|
|
78
|
Nomura Asset Management
Tokyo,
Japan
|
$17M
|
+$2.55M
|
+84,250
|
+18%
|
|
|
79
|
Cambridge Trust
Cambridge,
Massachusetts
|
$16.7M
|
–
|
–
|
–
|
|
|
80
|
WESCAP Management Group
Glendale,
California
|
$16.5M
|
+$6.18M
|
+204,518
|
+60%
|
|
|
81
|
Goldstein Munger & Associates
San Ramon,
California
|
$16.4M
|
+$17.1K
|
+566
|
+0.1%
|
|
|
82
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.3M
|
+$881K
|
+29,131
|
+6%
|
|
|
83
|
Highland Private Wealth Management
Bellevue,
Washington
|
$16.1M
|
+$364K
|
+12,032
|
+2%
|
|
|
84
|
Evercore Wealth Management
New York
|
$15.9M
|
+$688K
|
+22,774
|
+5%
|
|
|
85
|
SEI Investments
Oaks,
Pennsylvania
|
$15.3M
|
-$1.71M
|
-56,698
|
-10%
|
|
|
86
|
Greenline Partners
New York
|
$15.3M
|
+$15.3M
|
+506,519
|
New
|
|
|
87
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$15.2M
|
+$15.3M
|
+504,841
|
New
|
|
|
88
|
Russell Investments Group
London,
United Kingdom
|
$15.1M
|
+$15.2M
|
+502,200
|
New
|
|
|
89
|
MML Investors Services
Springfield,
Massachusetts
|
$15M
|
+$913K
|
+30,199
|
+6%
|
|
|
90
|
Covington Capital Management
Los Angeles,
California
|
$14.9M
|
+$4.15M
|
+137,392
|
+39%
|
|
|
91
|
Equitable Holdings
New York
|
$14.9M
|
-$166K
|
-5,479
|
-1%
|
|
|
92
|
American Investment Services
Great Barrington,
Massachusetts
|
$14.8M
|
-$2.3M
|
-76,130
|
-13%
|
|
|
93
|
|
$14.6M
|
-$2.29M
|
-75,840
|
-14%
|
|
|
94
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.3M
|
+$1.08M
|
+35,580
|
+8%
|
|
|
95
|
Lake Point Wealth Management
Rockwall,
Texas
|
$14.2M
|
-$729K
|
-24,108
|
-5%
|
|
|
96
|
Quest Investment Management
Lake Oswego,
Oregon
|
$13.5M
|
–
|
–
|
–
|
|
|
97
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$13.5M
|
-$2.77M
|
-91,567
|
-18%
|
|
|
98
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$13.4M
|
+$3.58M
|
+118,395
|
+36%
|
|
|
99
|
Narwhal Capital Management
Marietta,
Georgia
|
$13.3M
|
+$1.43M
|
+47,237
|
+12%
|
|
|
100
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.3M
|
+$7.1M
|
+234,721
|
+114%
|
|
