|
26
|
EP Wealth Advisors
Torrance,
California
|
$6.36M
|
+$6.36M
|
+105,791
|
New
|
|
|
27
|
Financial Management Professionals
Austin,
Texas
|
$6.24M
|
+$235K
|
+3,906
|
+4%
|
|
|
28
|
|
$6.11M
|
+$629K
|
+10,470
|
+11%
|
|
|
29
|
Bank of New York Mellon
New York
|
$5.74M
|
-$132K
|
-2,203
|
-2%
|
|
|
30
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.52M
|
+$318K
|
+5,295
|
+6%
|
|
|
31
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$5.49M
|
-$3.75M
|
-62,396
|
-41%
|
|
|
32
|
Schroder Investment Management Group
London,
United Kingdom
|
$5.48M
|
+$5.48M
|
+91,100
|
New
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.35M
|
+$4.37M
|
+72,719
|
+445%
|
|
|
34
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$5.31M
|
+$1.14M
|
+18,900
|
+27%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$5.04M
|
+$4.72M
|
+78,524
|
+1,486%
|
|
|
36
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.34M
|
+$436K
|
+7,256
|
+11%
|
|
|
37
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.26M
|
–
|
–
|
–
|
|
|
38
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$4.21M
|
+$4.21M
|
+70,001
|
New
|
|
|
39
|
|
$4.1M
|
+$2M
|
+33,356
|
+96%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$4M
|
+$2.66M
|
+44,316
|
+207%
|
|
|
41
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$3.79M
|
+$3.63M
|
+60,413
|
New
|
|
|
42
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.79M
|
–
|
–
|
–
|
|
|
43
|
Energy Opportunities Capital Management
Austin,
Texas
|
$3.45M
|
–
|
–
|
–
|
|
|
44
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$3.33M
|
+$3.32M
|
+55,289
|
New
|
|
|
45
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$3.06M
|
+$12.8K
|
+213
|
+0.4%
|
|
|
46
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.06M
|
+$3.06M
|
+50,967
|
New
|
|
|
47
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.96M
|
-$71.8K
|
-1,194
|
-2%
|
|
|
48
|
Seven Post Investment Office
San Francisco,
California
|
$2.47M
|
–
|
–
|
–
|
|
|
49
|
AllianceBernstein
Nashville,
Tennessee
|
$2.37M
|
–
|
–
|
–
|
|
|
50
|
AllSquare Wealth Management
Albany,
New York
|
$2.32M
|
+$2.32M
|
+38,559
|
New
|
|
