|
26
|
Personal Capital Advisors
Redwood City,
California
|
$71.5M
|
+$8.04M
|
+104,662
|
+12%
|
|
|
27
|
Wealthfront
Palo Alto,
California
|
$67M
|
+$6.85M
|
+89,250
|
+11%
|
|
|
28
|
Gibson Capital
Wexford,
Pennsylvania
|
$65.2M
|
+$1.53M
|
+19,963
|
+2%
|
|
|
29
|
Truepoint Inc
Cincinnati,
Ohio
|
$61.6M
|
+$8.14K
|
+106
|
+0%
|
|
|
30
|
|
$61.1M
|
-$91.8M
|
-1,195,328
|
-60%
|
|
|
31
|
M&T Bank
Buffalo,
New York
|
$56.4M
|
+$14.6M
|
+190,464
|
+34%
|
|
|
32
|
|
$55.8M
|
-$436K
|
-5,682
|
-0.8%
|
|
|
33
|
Mariner
Overland Park,
Kansas
|
$55.4M
|
-$19M
|
-246,794
|
-25%
|
|
|
34
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$54.4M
|
-$1.54M
|
-20,000
|
-3%
|
|
|
35
|
Lourd Capital
Beverly Hills,
California
|
$51.5M
|
-$451K
|
-5,867
|
-0.9%
|
|
|
36
|
United Capital Financial Advisors
Irving,
Texas
|
$51.4M
|
+$22.7M
|
+295,467
|
+77%
|
|
|
37
|
Seminole Management
New York
|
$45M
|
+$28.8M
|
+375,050
|
+170%
|
|
|
38
|
Prudential Financial
Newark,
New Jersey
|
$43.5M
|
-$1.11M
|
-14,450
|
-2%
|
|
|
39
|
Fiduciary Trust
Boston,
Massachusetts
|
$42.5M
|
-$1.16M
|
-15,128
|
-3%
|
|
|
40
|
Portfolio Solutions
Royal Oak,
Michigan
|
$41.7M
|
+$1.14M
|
+14,883
|
+3%
|
|
|
41
|
BOK Financial Private Wealth
Denver,
Colorado
|
$40.4M
|
+$1.18M
|
+15,409
|
+3%
|
|
|
42
|
BlackRock Institutional Trust
San Francisco,
California
|
$40M
|
+$14.2M
|
+184,597
|
+54%
|
|
|
43
|
Vista Capital Partners
Portland,
Oregon
|
$38.8M
|
+$1.23M
|
+16,052
|
+3%
|
|
|
44
|
Credit Suisse
Zurich,
Switzerland
|
$37.1M
|
-$855K
|
-11,131
|
-2%
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.3M
|
-$3.67M
|
-47,805
|
-10%
|
|
|
46
|
|
$33.1M
|
–
|
–
|
–
|
|
|
47
|
Pure Financial Advisors
San Diego,
California
|
$32.5M
|
+$2.1M
|
+27,396
|
+7%
|
|
|
48
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$29.1M
|
+$1.15M
|
+14,965
|
+4%
|
|
|
49
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$29.1M
|
+$1.17M
|
+15,208
|
+4%
|
|
|
50
|
Stelac Advisory Services
New York
|
$28.9M
|
-$1.88M
|
-24,521
|
-6%
|
|
