|
51
|
Tortoise Investment Management
White Plains,
New York
|
$8.46M
|
+$546K
|
+10,748
|
+7%
|
|
|
52
|
Valentine Capital Asset Management
Danville,
California
|
$8.32M
|
+$5.86M
|
+115,425
|
+150%
|
|
|
53
|
Washington Trust
Westerly,
Rhode Island
|
$8.05M
|
-$185K
|
-3,643
|
-2%
|
|
|
54
|
Schroder Investment Management Group
London,
United Kingdom
|
$7.7M
|
+$7.56M
|
+148,932
|
New
|
|
|
55
|
Parkwood LLC
Cleveland,
Ohio
|
$7.6M
|
–
|
–
|
–
|
|
|
56
|
WhitTier Trust Company
Reno,
Nevada
|
$7.34M
|
+$602K
|
+11,859
|
+9%
|
|
|
57
|
Wellington Management Group
Boston,
Massachusetts
|
$6.72M
|
+$1.32M
|
+25,945
|
+25%
|
|
|
58
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$6.3M
|
+$6.19M
|
+121,900
|
New
|
|
|
59
|
Blue Edge Capital
Richmond,
Virginia
|
$6.24M
|
-$34K
|
-669
|
-0.6%
|
|
|
60
|
Congress Asset Management
Boston,
Massachusetts
|
$5.88M
|
+$3.15M
|
+61,980
|
+120%
|
|
|
61
|
Seven Post Investment Office
San Francisco,
California
|
$5.72M
|
–
|
–
|
–
|
|
|
62
|
National Planning Corporation
El Segundo,
California
|
$5.39M
|
-$17.9K
|
-353
|
-0.3%
|
|
|
63
|
Ancora Advisors
Cleveland,
Ohio
|
$5.35M
|
+$16.9K
|
+333
|
+0.3%
|
|
|
64
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$5.19M
|
-$27.5K
|
-542
|
-0.5%
|
|
|
65
|
Efficient Market Advisors
San Diego,
California
|
$5.13M
|
-$244K
|
-4,803
|
-5%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$4.92M
|
+$567K
|
+11,163
|
+13%
|
|
|
67
|
FDx Advisors
Chicago,
Illinois
|
$4.08M
|
+$1.3M
|
+25,644
|
+48%
|
|
|
68
|
First Allied Asset Management
San Diego,
California
|
$3.91M
|
+$3.84M
|
+75,678
|
New
|
|
|
69
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.74M
|
+$283K
|
+5,580
|
+8%
|
|
|
70
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$3.68M
|
+$98.2K
|
+1,935
|
+3%
|
|
|
71
|
IFC Holdings
Tampa,
Florida
|
$3.64M
|
-$138K
|
-2,721
|
-4%
|
|
|
72
|
Cerity Partners OCIO
New York
|
$3.56M
|
-$565K
|
-11,135
|
-14%
|
|
|
73
|
Aspiriant LLC
Los Angeles,
California
|
$3.35M
|
-$356K
|
-7,004
|
-10%
|
|
|
74
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$3.27M
|
+$306K
|
+6,030
|
+11%
|
|
|
75
|
LPL Financial
San Diego,
California
|
$3.14M
|
+$170K
|
+3,351
|
+6%
|
|
