|
26
|
Founders Financial Securities
Towson,
Maryland
|
$6.56M
|
-$90K
|
-1,515
|
-1%
|
|
|
27
|
Horizon Investments
Charlotte,
North Carolina
|
$6.33M
|
-$322K
|
-5,421
|
-5%
|
|
|
28
|
|
$5.7M
|
+$1.01M
|
+16,997
|
+20%
|
|
|
29
|
Bank of New York Mellon
New York
|
$5.42M
|
+$126K
|
+2,127
|
+2%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$5.28M
|
-$62.2K
|
-1,048
|
-1%
|
|
|
31
|
Zhang Financial
Portage,
Michigan
|
$5.18M
|
+$4.79M
|
+80,621
|
+616%
|
|
|
32
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$4.93M
|
–
|
–
|
–
|
|
|
33
|
Cambridge Associates (UK)
Boston,
Massachusetts
|
$4.9M
|
-$5.31M
|
-89,500
|
-50%
|
|
|
34
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$4.67M
|
+$489K
|
+8,238
|
+11%
|
|
|
35
|
Old Mission Capital
Chicago,
Illinois
|
$4.65M
|
+$4.64M
|
+78,189
|
+1,311%
|
|
|
36
|
Lenox Wealth Advisors
New York
|
$4.61M
|
+$1.83M
|
+30,814
|
+59%
|
|
|
37
|
Ariel Investments
Chicago,
Illinois
|
$4.09M
|
-$273K
|
-4,599
|
-6%
|
|
|
38
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.07M
|
-$4.59M
|
-77,232
|
-51%
|
|
|
39
|
BB&T Securities
Richmond,
Virginia
|
$3.94M
|
+$4.23M
|
+71,188
|
New
|
|
|
40
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.92M
|
–
|
–
|
–
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.87M
|
+$1.11M
|
+18,685
|
+36%
|
|
|
42
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3.68M
|
-$214K
|
-3,599
|
-5%
|
|
|
43
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.68M
|
–
|
–
|
–
|
|
|
44
|
Seven Post Investment Office
San Francisco,
California
|
$3.65M
|
+$1.48M
|
+25,000
|
+61%
|
|
|
45
|
|
$3.64M
|
-$638K
|
-10,752
|
-14%
|
|
|
46
|
|
$3.16M
|
+$248K
|
+4,181
|
+8%
|
|
|
47
|
Constellation Wealth Advisors
New York
|
$3.07M
|
+$181K
|
+3,048
|
+6%
|
|
|
48
|
American International Group
New York
|
$2.83M
|
+$1.04M
|
+17,517
|
+52%
|
|
|
49
|
Crosspoint Capital Strategies
Orinda,
California
|
$2.66M
|
+$2.86M
|
+48,090
|
New
|
|
|
50
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.56M
|
-$47.1K
|
-793
|
-2%
|
|
