|
51
|
Bank of New York Mellon
New York
|
$20.2M
|
+$3.18M
|
+61,621
|
+19%
|
|
|
52
|
Family Management
New York
|
$20.1M
|
+$20.1M
|
+389,609
|
New
|
|
|
53
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$19.7M
|
+$441K
|
+8,555
|
+2%
|
|
|
54
|
Whitney & Co
Rochester,
New York
|
$19.7M
|
+$4.1M
|
+79,463
|
+27%
|
|
|
55
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19.7M
|
+$3.14M
|
+60,980
|
+19%
|
|
|
56
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$19.6M
|
+$313K
|
+6,079
|
+2%
|
|
|
57
|
Bangor Savings Bank
Bangor,
Maine
|
$18.7M
|
+$3.18M
|
+61,599
|
+21%
|
|
|
58
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$17.4M
|
+$17.4M
|
+337,354
|
New
|
|
|
59
|
Arax Advisory Partners
Denver,
Colorado
|
$15.1M
|
-$5.06M
|
-98,112
|
-25%
|
|
|
60
|
Israel Discount Bank of New York
New York
|
$15M
|
+$2.5M
|
+48,524
|
+20%
|
|
|
61
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$14.5M
|
-$2.21M
|
-42,955
|
-13%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$14.3M
|
+$1.25M
|
+24,197
|
+10%
|
|
|
63
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$14.1M
|
-$417K
|
-8,093
|
-3%
|
|
|
64
|
Guggenheim Capital
Chicago,
Illinois
|
$13.7M
|
+$636K
|
+12,331
|
+5%
|
|
|
65
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$13.5M
|
+$13.3M
|
+258,768
|
New
|
|
|
66
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.9M
|
+$24.5K
|
+475
|
+0.2%
|
|
|
67
|
Abbrea Capital
Greenbrae,
California
|
$12.9M
|
-$4.61M
|
-89,420
|
-26%
|
|
|
68
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$12.7M
|
+$621K
|
+12,054
|
+5%
|
|
|
69
|
White Pine Capital
Bloomington,
Minnesota
|
$12.4M
|
-$943K
|
-18,290
|
-7%
|
|
|
70
|
Manning & Napier Group
Fairport,
New York
|
$12M
|
–
|
–
|
–
|
|
|
71
|
Verition Fund Management
Greenwich,
Connecticut
|
$11.9M
|
+$11.9M
|
+231,200
|
New
|
|
|
72
|
Courage Miller Partners
Norfolk,
Virginia
|
$11.9M
|
+$5.91M
|
+114,624
|
+100%
|
|
|
73
|
UMB Bank
Kansas City,
Missouri
|
$11.4M
|
+$245K
|
+4,752
|
+2%
|
|
|
74
|
Whittier Trust
South Pasadena,
California
|
$11.3M
|
-$1.31M
|
-25,315
|
-10%
|
|
|
75
|
ETrade Capital Management
Arlington,
Virginia
|
$11.3M
|
-$556K
|
-10,785
|
-5%
|
|
