|
26
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.08M
|
–
|
–
|
–
|
|
|
27
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$892K
|
+$9.15K
|
+386
|
+1%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$857K
|
-$28.5K
|
-1,200
|
-3%
|
|
|
29
|
Cambiar Investors
Denver,
Colorado
|
$844K
|
+$237K
|
+10,000
|
+40%
|
|
|
30
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$808K
|
+$795K
|
+33,500
|
New
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$790K
|
-$184K
|
-7,777
|
-19%
|
|
|
32
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$676K
|
+$664K
|
+28,000
|
New
|
|
|
33
|
BB&T Securities
Richmond,
Virginia
|
$621K
|
+$3.56K
|
+150
|
+0.6%
|
|
|
34
|
Asset Management Group
Stamford,
Connecticut
|
$593K
|
+$7.78K
|
+328
|
+1%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$579K
|
+$182K
|
+7,693
|
+47%
|
|
|
36
|
First Trust Advisors
Wheaton,
Illinois
|
$564K
|
+$3.44K
|
+145
|
+0.6%
|
|
|
37
|
Bank of the West
Monterey Park,
California
|
$561K
|
-$494K
|
-20,839
|
-47%
|
|
|
38
|
Credit Suisse
Zurich,
Switzerland
|
$518K
|
-$6.5K
|
-274
|
-1%
|
|
|
39
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$497K
|
-$53.1K
|
-2,239
|
-10%
|
|
|
40
|
First Business Financial Services
Madison,
Wisconsin
|
$447K
|
-$768K
|
-32,361
|
-64%
|
|
|
41
|
Synovus Financial
Columbus,
Georgia
|
$393K
|
+$30.8K
|
+1,300
|
+9%
|
|
|
42
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$338K
|
+$332K
|
+14,005
|
New
|
|
|
43
|
Concert Wealth Management
San Jose,
California
|
$310K
|
+$1.04K
|
+44
|
+0.3%
|
|
|
44
|
|
$308K
|
-$1.23M
|
-52,041
|
-80%
|
|
|
45
|
American International Group
New York
|
$299K
|
-$224K
|
-9,441
|
-43%
|
|
|
46
|
Partnervest Advisory Services
Santa Barbara,
California
|
$293K
|
-$750K
|
-31,618
|
-72%
|
|
|
47
|
Lattice Strategies
Wayne,
Pennsylvania
|
$283K
|
+$278K
|
+11,738
|
New
|
|
|
48
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$280K
|
-$13.2K
|
-555
|
-5%
|
|
|
49
|
MSI Financial Services
Springfield,
Massachusetts
|
$272K
|
+$187K
|
+7,900
|
+233%
|
|
|
50
|
Cerity Partners OCIO
New York
|
$243K
|
-$19.2K
|
-808
|
-7%
|
|
