|
51
|
Seven Post Investment Office
San Francisco,
California
|
$14.9M
|
+$1.29M
|
+26,983
|
+10%
|
|
|
52
|
Modera Wealth Management
Westwood,
New Jersey
|
$13.6M
|
+$4.97M
|
+103,745
|
+58%
|
|
|
53
|
Empirical Wealth Management
Seattle,
Washington
|
$11.7M
|
+$430K
|
+8,977
|
+4%
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.4M
|
+$4.69M
|
+97,909
|
+71%
|
|
|
55
|
First Trust Advisors
Wheaton,
Illinois
|
$11.2M
|
+$1.14M
|
+23,888
|
+11%
|
|
|
56
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11M
|
+$4.51M
|
+94,215
|
+71%
|
|
|
57
|
William Blair & Company
Chicago,
Illinois
|
$10.6M
|
+$2.3M
|
+48,091
|
+28%
|
|
|
58
|
Whittier Trust
South Pasadena,
California
|
$10.1M
|
-$2.33M
|
-48,762
|
-19%
|
|
|
59
|
Regis Management Company
Menlo Park,
California
|
$9.57M
|
+$106K
|
+2,224
|
+1%
|
|
|
60
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.18M
|
-$107K
|
-2,230
|
-1%
|
|
|
61
|
Washington Trust
Westerly,
Rhode Island
|
$8.91M
|
+$1.11M
|
+23,120
|
+14%
|
|
|
62
|
Franklin Resources
San Mateo,
California
|
$8.64M
|
+$1.47M
|
+30,730
|
+21%
|
|
|
63
|
Community Bank
Dewitt,
New York
|
$8.19M
|
-$88.6K
|
-1,850
|
-1%
|
|
|
64
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.02M
|
-$191M
|
-3,997,131
|
-96%
|
|
|
65
|
CKW Financial Group
Honolulu,
Hawaii
|
$8M
|
-$780K
|
-16,300
|
-9%
|
|
|
66
|
FDx Advisors
Chicago,
Illinois
|
$7.92M
|
+$1.21M
|
+25,343
|
+18%
|
|
|
67
|
Wellington Management Group
Boston,
Massachusetts
|
$7.89M
|
-$1.49M
|
-31,098
|
-16%
|
|
|
68
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$7.31M
|
+$212K
|
+4,438
|
+3%
|
|
|
69
|
Parkwood LLC
Cleveland,
Ohio
|
$7.27M
|
–
|
–
|
–
|
|
|
70
|
Schroder Investment Management Group
London,
United Kingdom
|
$7.1M
|
–
|
–
|
–
|
|
|
71
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7M
|
+$432K
|
+9,027
|
+7%
|
|
|
72
|
Tortoise Investment Management
White Plains,
New York
|
$6.92M
|
+$83.3K
|
+1,740
|
+1%
|
|
|
73
|
KeyBank National Association
Cleveland,
Ohio
|
$6.91M
|
+$6.4M
|
+133,665
|
+1,440%
|
|
|
74
|
WhitTier Trust Company
Reno,
Nevada
|
$6.84M
|
+$109K
|
+2,279
|
+2%
|
|
|
75
|
Efficient Market Advisors
San Diego,
California
|
$6.29M
|
-$39K
|
-814
|
-0.6%
|
|
