|
51
|
State Street
Boston,
Massachusetts
|
$22.9M
|
+$7.89M
|
+177,927
|
+52%
|
|
|
52
|
Fiduciary Trust
Boston,
Massachusetts
|
$22.6M
|
+$770K
|
+17,356
|
+4%
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.7M
|
+$7.5M
|
+169,237
|
+52%
|
|
|
54
|
Rand Wealth
Baltimore,
Maryland
|
$21.5M
|
+$836K
|
+18,845
|
+4%
|
|
|
55
|
Pinnacle Associates
New York
|
$21.4M
|
+$92.8K
|
+2,093
|
+0.4%
|
|
|
56
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$21.1M
|
–
|
–
|
–
|
|
|
57
|
Aspiriant LLC
Los Angeles,
California
|
$21M
|
-$1.36M
|
-30,646
|
-6%
|
|
|
58
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$20.8M
|
+$467K
|
+10,539
|
+2%
|
|
|
59
|
SouthState Corp
Winter Haven,
Florida
|
$20.1M
|
-$3.1M
|
-69,909
|
-13%
|
|
|
60
|
Bridges Investment Management
Omaha,
Nebraska
|
$18.8M
|
+$4.1M
|
+92,460
|
+28%
|
|
|
61
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$18.3M
|
+$114K
|
+2,577
|
+0.6%
|
|
|
62
|
SII Investments
Appleton,
Wisconsin
|
$18.3M
|
-$2.77M
|
-62,462
|
-13%
|
|
|
63
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$18M
|
+$5.66M
|
+127,602
|
+46%
|
|
|
64
|
Karpus Investment Management
Pittsford,
New York
|
$17.4M
|
+$2.61M
|
+58,943
|
+18%
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.2M
|
-$320K
|
-7,225
|
-2%
|
|
|
66
|
Baker Avenue Asset Management
San Francisco,
California
|
$16.9M
|
+$7.6M
|
+171,380
|
+81%
|
|
|
67
|
Brown Advisory
Baltimore,
Maryland
|
$16.7M
|
+$4.4M
|
+99,262
|
+36%
|
|
|
68
|
Aviance Capital Management
Sarasota,
Florida
|
$16.4M
|
-$16.4M
|
-369,997
|
-50%
|
|
|
69
|
Homrich & Berg
Atlanta,
Georgia
|
$15.1M
|
+$4.19M
|
+94,540
|
+38%
|
|
|
70
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$14.8M
|
+$242K
|
+5,447
|
+2%
|
|
|
71
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.7M
|
-$18.6K
|
-419
|
-0.1%
|
|
|
72
|
Whittier Trust
South Pasadena,
California
|
$14.5M
|
+$938K
|
+21,153
|
+7%
|
|
|
73
|
Bartlett & Co
Cincinnati,
Ohio
|
$13.7M
|
-$1.07M
|
-24,123
|
-7%
|
|
|
74
|
|
$13.7M
|
+$3.13M
|
+70,536
|
+30%
|
|
|
75
|
Huntington National Bank
Columbus,
Ohio
|
$13.5M
|
-$67.4K
|
-1,520
|
-5%
|
|
