|
51
|
Homrich & Berg
Atlanta,
Georgia
|
$42.2M
|
+$2.06M
|
+37,800
|
+6%
|
|
|
52
|
Whittier Trust
South Pasadena,
California
|
$40.8M
|
-$21.1K
|
-387
|
-0.1%
|
|
|
53
|
Natixis Advisors
Boston,
Massachusetts
|
$40.5M
|
-$685K
|
-12,567
|
-2%
|
|
|
54
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$40M
|
+$37.4M
|
+685,638
|
New
|
|
|
55
|
Round Table Services
Westfield,
New Jersey
|
$39.6M
|
+$21.1M
|
+387,639
|
+133%
|
|
|
56
|
AssetMark Inc
Concord,
California
|
$35M
|
+$1.67M
|
+30,562
|
+5%
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$34.9M
|
-$320K
|
-5,869
|
-1%
|
|
|
58
|
Pinnacle Associates
New York
|
$34.8M
|
+$98.9K
|
+1,815
|
+0.3%
|
|
|
59
|
Wharton Business Group
Malvern,
Pennsylvania
|
$34.1M
|
+$42.2K
|
+775
|
+0.1%
|
|
|
60
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$33.8M
|
-$191K
|
-3,500
|
-0.6%
|
|
|
61
|
Albion Financial Group
Salt Lake City,
Utah
|
$33.3M
|
+$636K
|
+11,666
|
+2%
|
|
|
62
|
R.M. Davis Inc
Portland,
Maine
|
$33.3M
|
+$689K
|
+12,645
|
+2%
|
|
|
63
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$33.1M
|
+$22.2M
|
+407,785
|
+257%
|
|
|
64
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$32.9M
|
–
|
–
|
–
|
|
|
65
|
Sentinel Trust
Houston,
Texas
|
$32.8M
|
–
|
–
|
–
|
|
|
66
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$31M
|
+$180K
|
+3,300
|
+0.6%
|
|
|
67
|
Column Capital Advisors
Indianapolis,
Indiana
|
$30.9M
|
-$315K
|
-5,779
|
-1%
|
|
|
68
|
Performa Ltd (US)
Charleston,
South Carolina
|
$30.6M
|
+$27.3M
|
+501,625
|
+2,223%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$30.5M
|
-$1.06M
|
-19,503
|
-4%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$30.4M
|
-$1.16M
|
-21,247
|
-4%
|
|
|
71
|
Valmark Advisers
Akron,
Ohio
|
$30.2M
|
+$401K
|
+7,350
|
+1%
|
|
|
72
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$29.9M
|
-$16M
|
-293,901
|
-36%
|
|
|
73
|
Alta Advisers
London,
United Kingdom
|
$29.7M
|
-$2.66M
|
-48,849
|
-9%
|
|
|
74
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.2M
|
+$1.45M
|
+26,555
|
+6%
|
|
|
75
|
Blankinship & Foster
Solana Beach,
California
|
$29.2M
|
+$664K
|
+12,180
|
+2%
|
|
