|
26
|
Karpus Investment Management
Pittsford,
New York
|
$26.5M
|
-$2.6M
|
-35,479
|
-9%
|
|
|
27
|
Ballentine Partners
Waltham,
Massachusetts
|
$26.4M
|
+$586K
|
+8,004
|
+2%
|
|
|
28
|
Iconiq Capital
San Francisco,
California
|
$26.3M
|
+$75.4K
|
+1,031
|
+0.3%
|
|
|
29
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$24.7M
|
–
|
–
|
–
|
|
|
30
|
LPL Financial
San Diego,
California
|
$24M
|
+$3.28M
|
+44,819
|
+17%
|
|
|
31
|
|
$22.1M
|
+$1.64M
|
+22,464
|
+8%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$21.6M
|
+$15.7M
|
+214,356
|
+306%
|
|
|
33
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$21.2M
|
+$1.13M
|
+15,449
|
+6%
|
|
|
34
|
|
$20.9M
|
-$1.71M
|
-23,311
|
-8%
|
|
|
35
|
Greenline Partners
New York
|
$20.5M
|
+$513K
|
+7,006
|
+3%
|
|
|
36
|
Ameraudi Asset Management
New York
|
$18.6M
|
-$2.88M
|
-39,327
|
-14%
|
|
|
37
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$17.5M
|
+$1.66M
|
+22,649
|
+11%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$16.8M
|
+$186K
|
+2,541
|
+1%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.3M
|
-$55.1K
|
-753
|
-0.3%
|
|
|
40
|
SageView Advisory Group
Newport Beach,
California
|
$13.2M
|
+$2.01M
|
+27,468
|
New
|
|
|
41
|
Blue Trust Inc
Alpharetta,
Georgia
|
$12.4M
|
+$5.58M
|
+76,325
|
+88%
|
|
|
42
|
AGF Management
Toronto,
Ontario, Canada
|
$12.1M
|
+$322K
|
+4,401
|
+3%
|
|
|
43
|
Blue Edge Capital
Richmond,
Virginia
|
$12M
|
-$254K
|
-3,470
|
-2%
|
|
|
44
|
Stifel Financial
St. Louis,
Missouri
|
$12M
|
+$580K
|
+7,923
|
+5%
|
|
|
45
|
BBJS Financial Advisors
Seattle,
Washington
|
$11.9M
|
-$427K
|
-5,842
|
-4%
|
|
|
46
|
BNP Paribas Financial Markets
Paris,
France
|
$11.4M
|
+$11M
|
+149,990
|
+1,499,900%
|
|
|
47
|
Rathbones Group
Liverpool,
United Kingdom
|
$10.9M
|
-$332K
|
-4,544
|
-3%
|
|
|
48
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10.2M
|
+$5.55M
|
+75,895
|
+124%
|
|
|
49
|
|
$9.17M
|
-$87.6M
|
-1,197,411
|
-91%
|
|
|
50
|
Addis & Hill
Wayne,
Pennsylvania
|
$9.09M
|
-$3.37K
|
-46
|
-0%
|
|
