|
51
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$5.76M
|
+$218K
|
+3,140
|
+4%
|
|
|
52
|
Eaton Vance Management
Boston,
Massachusetts
|
$4.46M
|
–
|
–
|
–
|
|
|
53
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$4.33M
|
-$278K
|
-4,004
|
-6%
|
|
|
54
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4.31M
|
–
|
–
|
–
|
|
|
55
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.29M
|
–
|
–
|
–
|
|
|
56
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.06M
|
+$104K
|
+1,507
|
+3%
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$3.74M
|
+$326K
|
+4,705
|
+10%
|
|
|
58
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.68M
|
+$617K
|
+8,900
|
+20%
|
|
|
59
|
Veritable
Wilmington,
Delaware
|
$3.63M
|
-$3.13M
|
-45,181
|
-47%
|
|
|
60
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.61M
|
-$6.24K
|
-90
|
-0.2%
|
|
|
61
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.48M
|
-$66.4K
|
-958
|
-2%
|
|
|
62
|
Ariel Investments
Chicago,
Illinois
|
$3.36M
|
-$5.4M
|
-77,930
|
-62%
|
|
|
63
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$3.33M
|
+$1.7M
|
+24,499
|
+100%
|
|
|
64
|
Citadel Advisors
Miami,
Florida
|
$3.31M
|
+$1.49M
|
+21,450
|
+85%
|
|
|
65
|
|
$3.22M
|
-$4.51K
|
-65
|
-0.1%
|
|
|
66
|
Iconiq Capital
San Francisco,
California
|
$3.19M
|
+$1.17M
|
+16,808
|
+60%
|
|
|
67
|
Accredited Investors
Edina,
Minnesota
|
$3.19M
|
-$341K
|
-4,912
|
-10%
|
|
|
68
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.98M
|
+$516K
|
+7,449
|
+21%
|
|
|
69
|
Seven Post Investment Office
San Francisco,
California
|
$2.92M
|
–
|
–
|
–
|
|
|
70
|
Yorktown Management & Research Company
Forest,
Virginia
|
$2.9M
|
+$2.84M
|
+41,000
|
New
|
|
|
71
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.78M
|
-$628K
|
-9,053
|
-19%
|
|
|
72
|
|
$2.7M
|
+$63.8K
|
+921
|
+2%
|
|
|
73
|
AllianceBernstein
Nashville,
Tennessee
|
$2.64M
|
+$346K
|
+4,993
|
+15%
|
|
|
74
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.55M
|
-$110K
|
-1,580
|
-4%
|
|
|
75
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$2.47M
|
+$2.42M
|
+34,960
|
New
|
|
