|
26
|
Integrated Wealth Counsel
Carmel,
California
|
$11M
|
+$4.73M
|
+108,720
|
+75%
|
|
|
27
|
Emerson Investment Management
Boston,
Massachusetts
|
$9.38M
|
+$294K
|
+6,760
|
+3%
|
|
|
28
|
Perella Weinberg Partners Capital Management
New York
|
$7.79M
|
+$7.82M
|
+179,849
|
New
|
|
|
29
|
Guggenheim Capital
Chicago,
Illinois
|
$6.61M
|
+$181K
|
+4,169
|
+3%
|
|
|
30
|
BOK Financial
Tulsa,
Oklahoma
|
$6.01M
|
+$57.5K
|
+1,322
|
+1%
|
|
|
31
|
Murphy Capital Management
Bedminster,
New Jersey
|
$5.95M
|
+$5.98M
|
+137,390
|
New
|
|
|
32
|
Barclays
London,
United Kingdom
|
$5.93M
|
-$61.2K
|
-1,407
|
-1%
|
|
|
33
|
LPL Financial
San Diego,
California
|
$5.53M
|
+$1.5M
|
+34,382
|
+37%
|
|
|
34
|
William Blair & Company
Chicago,
Illinois
|
$5.2M
|
-$240K
|
-5,520
|
-4%
|
|
|
35
|
Congress Asset Management
Boston,
Massachusetts
|
$4.96M
|
+$377K
|
+8,662
|
+8%
|
|
|
36
|
Sandy Spring Bank
Olney,
Maryland
|
$4.84M
|
+$331K
|
+7,615
|
+7%
|
|
|
37
|
Whitnell & Co
Oak Brook,
Illinois
|
$4.76M
|
+$1.13M
|
+26,007
|
+31%
|
|
|
38
|
FutureAdvisor
San Francisco,
California
|
$4.6M
|
-$230K
|
-5,296
|
-5%
|
|
|
39
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.43M
|
+$960K
|
+22,070
|
+27%
|
|
|
40
|
Valentine Ventures
Bend,
Oregon
|
$4.31M
|
-$44.4K
|
-1,020
|
-1%
|
|
|
41
|
MAI Capital Management
Independence,
Ohio
|
$4.23M
|
+$1.89M
|
+43,358
|
+80%
|
|
|
42
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3.98M
|
+$31.8K
|
+731
|
+0.8%
|
|
|
43
|
Pinnacle Associates
New York
|
$3.59M
|
+$337K
|
+7,752
|
+10%
|
|
|
44
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.57M
|
+$126K
|
+2,900
|
+4%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.33M
|
+$19K
|
+437
|
+0.6%
|
|
|
46
|
Coastline Trust
Providence,
Rhode Island
|
$3.01M
|
+$211K
|
+4,840
|
+7%
|
|
|
47
|
Suntrust Banks
Atlanta,
Georgia
|
$2.96M
|
+$115K
|
+2,648
|
+4%
|
|
|
48
|
HL Financial Services
Louisville,
Kentucky
|
$2.9M
|
-$11.2K
|
-257
|
-0.4%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.84M
|
-$5.42M
|
-124,645
|
-66%
|
|
|
50
|
IMA Advisory Services
Denver,
Colorado
|
$2.81M
|
+$419K
|
+9,630
|
+17%
|
|
