|
51
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$31.8M
|
+$791K
|
+9,105
|
+3%
|
|
|
52
|
MCF Advisors
Covington,
Kentucky
|
$31.7M
|
+$11M
|
+126,759
|
+64%
|
|
|
53
|
Swiss Reinsurance
Zurich,
Switzerland
|
$31.1M
|
+$20.4M
|
+235,000
|
+196%
|
|
|
54
|
Carlson Capital Management
Northfield,
Minnesota
|
$30.7M
|
-$1.73M
|
-19,864
|
-5%
|
|
|
55
|
Vista Capital Partners
Portland,
Oregon
|
$30.7M
|
+$2.37M
|
+27,310
|
+8%
|
|
|
56
|
Brinker Capital
Berwyn,
Pennsylvania
|
$30.1M
|
+$596K
|
+6,857
|
+2%
|
|
|
57
|
Relative Value Partners
Northbrook,
Illinois
|
$29.4M
|
+$7.7M
|
+88,628
|
+36%
|
|
|
58
|
Regions Financial Corp
Birmingham,
Alabama
|
$24.5M
|
-$165K
|
-1,894
|
-0.7%
|
|
|
59
|
United Services Automobile Association
San Antonio,
Texas
|
$23.8M
|
-$1.27M
|
-14,665
|
-5%
|
|
|
60
|
Veritable
Wilmington,
Delaware
|
$23.3M
|
+$15M
|
+173,092
|
+186%
|
|
|
61
|
Beacon Trust
Morristown,
New Jersey
|
$21.9M
|
+$1.09M
|
+12,558
|
+5%
|
|
|
62
|
Zhang Financial
Portage,
Michigan
|
$21.5M
|
+$78.6K
|
+904
|
+0.4%
|
|
|
63
|
McCutchen Group
Seattle,
Washington
|
$21.3M
|
+$2.68M
|
+30,781
|
+15%
|
|
|
64
|
AssetMark Inc
Concord,
California
|
$21.1M
|
+$20.9M
|
+240,429
|
New
|
|
|
65
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$20.4M
|
-$257K
|
-2,960
|
-1%
|
|
|
66
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$20.4M
|
+$3.66M
|
+42,146
|
+22%
|
|
|
67
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$18.8M
|
+$1.09M
|
+12,527
|
+6%
|
|
|
68
|
HSBC Holdings
London,
United Kingdom
|
$18.5M
|
-$38.8M
|
-446,165
|
-68%
|
|
|
69
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$18.4M
|
+$18.3M
|
+210,471
|
New
|
|
|
70
|
Jones Financial Companies
Des Peres,
Missouri
|
$17.6M
|
+$566K
|
+6,511
|
+3%
|
|
|
71
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$17.1M
|
+$679K
|
+7,813
|
+4%
|
|
|
72
|
VSR Financial Services
Overland Park,
Kansas
|
$16.9M
|
+$2.54M
|
+29,175
|
+18%
|
|
|
73
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$16.7M
|
–
|
–
|
–
|
|
|
74
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$16.4M
|
+$21.5K
|
+247
|
+0.1%
|
|
|
75
|
Harvest Capital Management
Concord,
New Hampshire
|
$15.7M
|
+$1.6M
|
+18,385
|
+11%
|
|
