|
51
|
Parker Investment Management
Menlo Park,
California
|
$24M
|
+$22.7M
|
+546,674
|
New
|
|
|
52
|
Wharton Business Group
Malvern,
Pennsylvania
|
$23.7M
|
–
|
–
|
–
|
|
|
53
|
TD Capital Management
Memphis,
Tennessee
|
$23.6M
|
-$4.47M
|
-107,400
|
-17%
|
|
|
54
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$23.5M
|
+$22.3M
|
+535,482
|
New
|
|
|
55
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$23.3M
|
+$6.31M
|
+151,737
|
+40%
|
|
|
56
|
Choate Investment Advisors
Boston,
Massachusetts
|
$22.9M
|
+$10.2M
|
+246,358
|
+89%
|
|
|
57
|
High Falls Advisors
Rochester,
New York
|
$21.6M
|
+$20.5M
|
+492,245
|
New
|
|
|
58
|
AssetMark Inc
Concord,
California
|
$20.8M
|
+$7.12M
|
+171,053
|
+57%
|
|
|
59
|
MSI Financial Services
Springfield,
Massachusetts
|
$20.8M
|
+$9.45M
|
+227,125
|
+93%
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$20.4M
|
-$15.8M
|
-380,885
|
-45%
|
|
|
61
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$20.2M
|
+$234K
|
+5,629
|
+1%
|
|
|
62
|
Webster Bank
Waterbury,
Connecticut
|
$19.5M
|
+$18.5M
|
+444,175
|
New
|
|
|
63
|
Legacy Private Trust
Neenah,
Wisconsin
|
$19.5M
|
-$1.81M
|
-43,394
|
-9%
|
|
|
64
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$19.2M
|
+$15.3M
|
+368,110
|
+537%
|
|
|
65
|
Tompkins Financial
Ithaca,
New York
|
$18.3M
|
-$239K
|
-5,746
|
-1%
|
|
|
66
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$18M
|
+$52.1K
|
+1,252
|
+0.3%
|
|
|
67
|
Evensky & Katz
Coral Gables,
Florida
|
$17.8M
|
+$2.4M
|
+57,804
|
+17%
|
|
|
68
|
Arcus Capital Partners
Atlanta,
Georgia
|
$17.5M
|
+$3.26M
|
+78,306
|
+25%
|
|
|
69
|
BB&T Securities
Richmond,
Virginia
|
$16.8M
|
+$15.9M
|
+381,664
|
New
|
|
|
70
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$15.9M
|
+$1.22M
|
+29,242
|
+9%
|
|
|
71
|
Private Advisor Group
Morristown,
New Jersey
|
$15.6M
|
+$7.12M
|
+171,149
|
+104%
|
|
|
72
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$15.5M
|
+$3.97M
|
+95,343
|
+37%
|
|
|
73
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.8M
|
+$2.46M
|
+59,190
|
+21%
|
|
|
74
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.6M
|
+$241K
|
+5,800
|
+2%
|
|
|
75
|
BlackRock Investment Management
Wilmington,
Delaware
|
$14.3M
|
+$4.43M
|
+106,510
|
+49%
|
|
