|
51
|
Whittier Trust
South Pasadena,
California
|
$29M
|
+$12.3M
|
+248,894
|
+75%
|
|
|
52
|
State Street
Boston,
Massachusetts
|
$28.8M
|
+$3.69M
|
+74,537
|
+15%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$26.7M
|
-$282K
|
-5,693
|
-1%
|
|
|
54
|
Pinnacle Associates
New York
|
$26.5M
|
+$1.23M
|
+24,761
|
+5%
|
|
|
55
|
TD Ameritrade Trust
Denver,
Colorado
|
$26.4M
|
+$9.47M
|
+191,410
|
+48%
|
|
|
56
|
Bridges Investment Management
Omaha,
Nebraska
|
$26.2M
|
+$512K
|
+10,350
|
+2%
|
|
|
57
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$26.1M
|
+$11.5M
|
+232,502
|
+80%
|
|
|
58
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$25.3M
|
+$5.06M
|
+102,191
|
+25%
|
|
|
59
|
Karpus Investment Management
Pittsford,
New York
|
$24.9M
|
+$2.2M
|
+44,410
|
+10%
|
|
|
60
|
Wharton Business Group
Malvern,
Pennsylvania
|
$24.9M
|
+$61.6K
|
+1,245
|
+0.3%
|
|
|
61
|
Fiduciary Trust
Boston,
Massachusetts
|
$24.9M
|
-$302K
|
-6,096
|
-1%
|
|
|
62
|
Financial Sense Advisors
San Diego,
California
|
$24.7M
|
+$24.2M
|
+489,026
|
+10,596%
|
|
|
63
|
Allen Investment Management
New York
|
$24.6M
|
+$15.9M
|
+320,892
|
+188%
|
|
|
64
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$24.2M
|
+$9.9K
|
+200
|
+0%
|
|
|
65
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$24.1M
|
+$450K
|
+9,104
|
+2%
|
|
|
66
|
Bainco International Investors
Boston,
Massachusetts
|
$23.8M
|
+$399K
|
+8,055
|
+2%
|
|
|
67
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$22M
|
+$487K
|
+9,852
|
+2%
|
|
|
68
|
Bessemer Group
Woodbridge,
New Jersey
|
$21.6M
|
-$1.11M
|
-22,467
|
-5%
|
|
|
69
|
|
$21M
|
+$7.39M
|
+149,301
|
+55%
|
|
|
70
|
Aspiriant LLC
Los Angeles,
California
|
$21M
|
-$2.05M
|
-41,351
|
-9%
|
|
|
71
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.8M
|
+$1.17M
|
+23,661
|
+6%
|
|
|
72
|
Albion Financial Group
Salt Lake City,
Utah
|
$20.6M
|
+$167K
|
+3,378
|
+0.8%
|
|
|
73
|
Rand Wealth
Baltimore,
Maryland
|
$20.3M
|
-$227K
|
-4,580
|
-1%
|
|
|
74
|
FDx Advisors
Chicago,
Illinois
|
$19.9M
|
+$8.2M
|
+165,716
|
+71%
|
|
|
75
|
Baker Avenue Asset Management
San Francisco,
California
|
$19.7M
|
+$740K
|
+14,948
|
+4%
|
|
